Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Weekly Markets Monitor: yen does a 180° at 160 Last week was all about geopolitical tension over Greenland, which eased post Davos negotiations. US economic data signaled a healthy backdrop despite elevated inflation. Europe saw steady activity, Japan held rates but with a tightening bias, China’s recovery remained uneven. 26 January, 2026 Weekly Markets Monitor: Leaving the leaders Last week, global markets were shaped by steady US inflation, resilient consumer demand, and fresh tariff threats. Europe saw economic recovery; China’s GDP grew at 5% in 2025, matching its pre-set target; Japan called a snap election, and India saw inflation tick up and trade deficit widen. 19 January, 2026 Weekly Markets Monitor: 3 ATHs, 2 weeks, 1 message Last week’s data highlighted diverging global trends: the US saw softer labor and manufacturing but resilient services and improved sentiments; the Eurozone witnessed easing inflation and stronger retail sales; and in Asia, Japan’s consumption picked up, India’s growth outlook was upgraded, and deflation worries lingered in China. 12 January, 2026 Gold Market Commentary: Precious Metal Thunder Gold tagged its 53rd all-time PM price high for the year of US$4,449/oz on 23 December, before closing the year at US$4,368/oz. It was a stellar finish to a stellar year – posting a December return of 4.2% to take the full year return to 67%. Relatively stable FX led to similar returns across major currencies. 8 January, 2026 Weekly Markets Monitor: Venezuela’s ripple effect Last week, US data showed strong jobs and housing trends amid a widening FOMC policy divide. In the Eurozone, inflation eased while manufacturing contracted. In Asia, China’s factory activity rebounded, yet India’s PMI hit a two-year low. 5 January, 2026 Weekly Markets Monitor: A season for Kevin? Last week saw diverging data and policy action: the ECB and Nordic banks held rates, the BoE cut, and the BoJ hiked. In the US, jobs rebounded and inflation eased, but consumer spending and housing remained tight, while China’s economic momentum slowed. 22 December, 2025 You asked, we answered: Is gold’s appeal fading on rising vol? While gold’s volatility rose in 2025, it did so from a low base and in line with other assets; gold’s vol seems to have normalized, remaining broadly in line with long-term averages. 19 December, 2025 Weekly Markets Monitor: Top of the morning Last week was a busy period for central banks: the Fed cut as expected while the Bank of Canada, Reserve Bank of Australia, and Swiss National Bank held rates steady. 15 December, 2025 Prev Page 7 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.
Weekly Markets Monitor: yen does a 180° at 160 Last week was all about geopolitical tension over Greenland, which eased post Davos negotiations. US economic data signaled a healthy backdrop despite elevated inflation. Europe saw steady activity, Japan held rates but with a tightening bias, China’s recovery remained uneven. 26 January, 2026
Weekly Markets Monitor: Leaving the leaders Last week, global markets were shaped by steady US inflation, resilient consumer demand, and fresh tariff threats. Europe saw economic recovery; China’s GDP grew at 5% in 2025, matching its pre-set target; Japan called a snap election, and India saw inflation tick up and trade deficit widen. 19 January, 2026
Weekly Markets Monitor: 3 ATHs, 2 weeks, 1 message Last week’s data highlighted diverging global trends: the US saw softer labor and manufacturing but resilient services and improved sentiments; the Eurozone witnessed easing inflation and stronger retail sales; and in Asia, Japan’s consumption picked up, India’s growth outlook was upgraded, and deflation worries lingered in China. 12 January, 2026
Gold Market Commentary: Precious Metal Thunder Gold tagged its 53rd all-time PM price high for the year of US$4,449/oz on 23 December, before closing the year at US$4,368/oz. It was a stellar finish to a stellar year – posting a December return of 4.2% to take the full year return to 67%. Relatively stable FX led to similar returns across major currencies. 8 January, 2026
Weekly Markets Monitor: Venezuela’s ripple effect Last week, US data showed strong jobs and housing trends amid a widening FOMC policy divide. In the Eurozone, inflation eased while manufacturing contracted. In Asia, China’s factory activity rebounded, yet India’s PMI hit a two-year low. 5 January, 2026
Weekly Markets Monitor: A season for Kevin? Last week saw diverging data and policy action: the ECB and Nordic banks held rates, the BoE cut, and the BoJ hiked. In the US, jobs rebounded and inflation eased, but consumer spending and housing remained tight, while China’s economic momentum slowed. 22 December, 2025
You asked, we answered: Is gold’s appeal fading on rising vol? While gold’s volatility rose in 2025, it did so from a low base and in line with other assets; gold’s vol seems to have normalized, remaining broadly in line with long-term averages. 19 December, 2025
Weekly Markets Monitor: Top of the morning Last week was a busy period for central banks: the Fed cut as expected while the Bank of Canada, Reserve Bank of Australia, and Swiss National Bank held rates steady. 15 December, 2025
Weekly Markets Monitor: yen does a 180° at 160
Last week was all about geopolitical tension over Greenland, which eased post Davos negotiations. US economic data signaled a healthy backdrop despite elevated inflation. Europe saw steady activity, Japan held rates but with a tightening bias, China’s recovery remained uneven.
Weekly Markets Monitor: Leaving the leaders
Last week, global markets were shaped by steady US inflation, resilient consumer demand, and fresh tariff threats. Europe saw economic recovery; China’s GDP grew at 5% in 2025, matching its pre-set target; Japan called a snap election, and India saw inflation tick up and trade deficit widen.
Weekly Markets Monitor: 3 ATHs, 2 weeks, 1 message
Last week’s data highlighted diverging global trends: the US saw softer labor and manufacturing but resilient services and improved sentiments; the Eurozone witnessed easing inflation and stronger retail sales; and in Asia, Japan’s consumption picked up, India’s growth outlook was upgraded, and deflation worries lingered in China.
Gold Market Commentary: Precious Metal Thunder
Gold tagged its 53rd all-time PM price high for the year of US$4,449/oz on 23 December, before closing the year at US$4,368/oz. It was a stellar finish to a stellar year – posting a December return of 4.2% to take the full year return to 67%. Relatively stable FX led to similar returns across major currencies.
Weekly Markets Monitor: Venezuela’s ripple effect
Last week, US data showed strong jobs and housing trends amid a widening FOMC policy divide. In the Eurozone, inflation eased while manufacturing contracted. In Asia, China’s factory activity rebounded, yet India’s PMI hit a two-year low.
Weekly Markets Monitor: A season for Kevin?
Last week saw diverging data and policy action: the ECB and Nordic banks held rates, the BoE cut, and the BoJ hiked. In the US, jobs rebounded and inflation eased, but consumer spending and housing remained tight, while China’s economic momentum slowed.
You asked, we answered: Is gold’s appeal fading on rising vol?
Weekly Markets Monitor: Top of the morning
Last week was a busy period for central banks: the Fed cut as expected while the Bank of Canada, Reserve Bank of Australia, and Swiss National Bank held rates steady.