Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Why gold in 2026? A cross-asset perspective The consensus narrative of a global economy that has proved “robust” in the face of tariffs and turmoil underestimates the very real risks that remain. Investors can and should recognise the monetary and fundamental forces that have driven markets higher – especially with more easing on the way in 2026. But stretched valuations and persistent macro risks demand caution, emphasising the need for diversified portfolios. As geopolitics and shifting US policies continue to impact asset allocation, we believe there should be a focus on quality assets, such as gold. 26 February, 2026 Weekly Markets Monitor: A silver lining playbook? Last week’s updates pointed to an uneven but resilient global economic backdrop and persistent policy uncertainty. The US economy slowed in Q4, the trade deficit widened, inflation firmed, Fed divisions emerged and the Supreme court blocked global tariffs. Europe and Japan showed improving momentum and easing price pressures, while in India activity stayed steady, though trade deficits widened sharply. 23 February, 2026 Weekly Markets Monitor: The tail is wagging Global data last week delivered a mixed set of signals. Stronger headline job gains and sticky inflation in the US dampened prospects for near-term Fed easing, even as weak retail sales and sizeable downward payroll revisions signaled softer underlying momentum. Europe’s growth diverged with the UK stagnating and the Eurozone steady, while in Asia Japan’s real wages remained under pressure, China’s weak demand and property slump persisted, and India’s inflation climbed. 16 February, 2026 Unearthed: Gold Price Surge and What It Means for Investors In this episode of Unearthed, Joe Cavatoni and John Reade, Senior Market Strategists at the World Gold Council, discuss the recent dynamics of the gold market, focusing on the significant price movements in January, the volatility expected in the coming months, and the influence of Asian markets on gold demand. 13 February, 2026 Weekly Markets Monitor: The China factor Last week’s data showed US growth holding up despite a softening labor market, improving momentum in China, and weakness in Europe and Japan. 9 February, 2026 Gold Market Commentary: Bonds a no go A staggering 14% rally in January took gold above the US$5,000 mark, cementing the 5k number as a headline to match the first recorded annual 5,000 tonnes of total demand. 5 February, 2026 Gold as a strategic asset: 2026 edition Gold has a key role as a strategic long term investment & is crucial for a well-diversified portfolio. Download our case for a strategic allocation to gold. 4 February, 2026 Weekly Markets Monitor: Global gold demand at ATH Last week, central banks across developed economies held policy rates and the new Fed Chair was nominated, while economic updates were mixed. US consumer confidence weakened even as earnings beat expectations; Eurozone GDP exceeded expectations; China’s manufacturing and service declined; and India and Europe finalized a trade deal. 2 February, 2026 Prev Page 6 of 69 Next Latest research Looking for insight and analysis on gold? Our team of experts produce market-leading research and macroeconomic commentary on gold.
Why gold in 2026? A cross-asset perspective The consensus narrative of a global economy that has proved “robust” in the face of tariffs and turmoil underestimates the very real risks that remain. Investors can and should recognise the monetary and fundamental forces that have driven markets higher – especially with more easing on the way in 2026. But stretched valuations and persistent macro risks demand caution, emphasising the need for diversified portfolios. As geopolitics and shifting US policies continue to impact asset allocation, we believe there should be a focus on quality assets, such as gold. 26 February, 2026
Weekly Markets Monitor: A silver lining playbook? Last week’s updates pointed to an uneven but resilient global economic backdrop and persistent policy uncertainty. The US economy slowed in Q4, the trade deficit widened, inflation firmed, Fed divisions emerged and the Supreme court blocked global tariffs. Europe and Japan showed improving momentum and easing price pressures, while in India activity stayed steady, though trade deficits widened sharply. 23 February, 2026
Weekly Markets Monitor: The tail is wagging Global data last week delivered a mixed set of signals. Stronger headline job gains and sticky inflation in the US dampened prospects for near-term Fed easing, even as weak retail sales and sizeable downward payroll revisions signaled softer underlying momentum. Europe’s growth diverged with the UK stagnating and the Eurozone steady, while in Asia Japan’s real wages remained under pressure, China’s weak demand and property slump persisted, and India’s inflation climbed. 16 February, 2026
Unearthed: Gold Price Surge and What It Means for Investors In this episode of Unearthed, Joe Cavatoni and John Reade, Senior Market Strategists at the World Gold Council, discuss the recent dynamics of the gold market, focusing on the significant price movements in January, the volatility expected in the coming months, and the influence of Asian markets on gold demand. 13 February, 2026
Weekly Markets Monitor: The China factor Last week’s data showed US growth holding up despite a softening labor market, improving momentum in China, and weakness in Europe and Japan. 9 February, 2026
Gold Market Commentary: Bonds a no go A staggering 14% rally in January took gold above the US$5,000 mark, cementing the 5k number as a headline to match the first recorded annual 5,000 tonnes of total demand. 5 February, 2026
Gold as a strategic asset: 2026 edition Gold has a key role as a strategic long term investment & is crucial for a well-diversified portfolio. Download our case for a strategic allocation to gold. 4 February, 2026
Weekly Markets Monitor: Global gold demand at ATH Last week, central banks across developed economies held policy rates and the new Fed Chair was nominated, while economic updates were mixed. US consumer confidence weakened even as earnings beat expectations; Eurozone GDP exceeded expectations; China’s manufacturing and service declined; and India and Europe finalized a trade deal. 2 February, 2026
Why gold in 2026? A cross-asset perspective
Weekly Markets Monitor: A silver lining playbook?
Weekly Markets Monitor: The tail is wagging
Unearthed: Gold Price Surge and What It Means for Investors
Weekly Markets Monitor: The China factor
Last week’s data showed US growth holding up despite a softening labor market, improving momentum in China, and weakness in Europe and Japan.
Gold Market Commentary: Bonds a no go
A staggering 14% rally in January took gold above the US$5,000 mark, cementing the 5k number as a headline to match the first recorded annual 5,000 tonnes of total demand.
Gold as a strategic asset: 2026 edition
Gold has a key role as a strategic long term investment & is crucial for a well-diversified portfolio. Download our case for a strategic allocation to gold.
Weekly Markets Monitor: Global gold demand at ATH
Last week, central banks across developed economies held policy rates and the new Fed Chair was nominated, while economic updates were mixed. US consumer confidence weakened even as earnings beat expectations; Eurozone GDP exceeded expectations; China’s manufacturing and service declined; and India and Europe finalized a trade deal.