Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Weekly Markets Monitor: Deadlock and democrats Last week saw a thaw in US-China relations with a temporary trade agreement, alongside divergent central bank actions. While the Fed and Bank of Canada lowered rates, the ECB and BoJ held steady. 3 November, 2025 Weekly Markets Monitor: The Easing Glow Last week, global economic updates reflected both momentum and headwinds. US inflation eased and business activity strengthened, Eurozone and India saw manufacturing gains, while China and Japan reported uneven growth. 27 October, 2025 Portfolio resiliency: Gold’s role amid economic crosscurrents Uncertainties and vulnerabilities remain across geopolitical, fiscal, and trade domains. Importantly, the core reasons for considering alternative assets such as gold, as outline in our May report, remain largely unchanged. 22 October, 2025 Weekly Markets Monitor: Gravity dismissed Last week presented a mixed global macro picture. US-China trade tensions eased. The US government shutdown continued. 20 October, 2025 Unearthed: The Gold Surge - What Investors Need to Know In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, discuss the current state of the gold market. 14 October, 2025 Weekly Markets Monitor: Calm interrupted Last week was a rollercoaster of highs and lows. Israel and Hamas agreed a peace plan, while US-China trade tensions re-escalated. 13 October, 2025 Gold hits US$4,000/oz - trend or turning point? Gold reached another historic milestone on 8 October 2025 as it broke through US$4,000/oz. And while it finished the week below the record high, it’s en route to mark its strongest performance in a calendar year since 1979. 13 October, 2025 Gold Market Commentary: Stick, twist or double down? Record monthly ETF inflows took gold to its 39th new high for the year, finishing the month at US$3,825/oz (+12%). Y-t-d gold is up 47%, marking the highest return in a calendar year since 1979. Political tension, strong options market activity, and currency weakness played a key role in gold’s performance last month. Looking forward, there are plenty of reasons for investors to look at gold and the price could see further uplift should equities experience a correction. Perhaps only a major liquidity squeeze could upend both gold and equities, but there are no clear signs of fractures in credit or banking sectors…yet. 7 October, 2025 Prev Page 9 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: Deadlock and democrats Last week saw a thaw in US-China relations with a temporary trade agreement, alongside divergent central bank actions. While the Fed and Bank of Canada lowered rates, the ECB and BoJ held steady. 3 November, 2025
Weekly Markets Monitor: The Easing Glow Last week, global economic updates reflected both momentum and headwinds. US inflation eased and business activity strengthened, Eurozone and India saw manufacturing gains, while China and Japan reported uneven growth. 27 October, 2025
Portfolio resiliency: Gold’s role amid economic crosscurrents Uncertainties and vulnerabilities remain across geopolitical, fiscal, and trade domains. Importantly, the core reasons for considering alternative assets such as gold, as outline in our May report, remain largely unchanged. 22 October, 2025
Weekly Markets Monitor: Gravity dismissed Last week presented a mixed global macro picture. US-China trade tensions eased. The US government shutdown continued. 20 October, 2025
Unearthed: The Gold Surge - What Investors Need to Know In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, discuss the current state of the gold market. 14 October, 2025
Weekly Markets Monitor: Calm interrupted Last week was a rollercoaster of highs and lows. Israel and Hamas agreed a peace plan, while US-China trade tensions re-escalated. 13 October, 2025
Gold hits US$4,000/oz - trend or turning point? Gold reached another historic milestone on 8 October 2025 as it broke through US$4,000/oz. And while it finished the week below the record high, it’s en route to mark its strongest performance in a calendar year since 1979. 13 October, 2025
Gold Market Commentary: Stick, twist or double down? Record monthly ETF inflows took gold to its 39th new high for the year, finishing the month at US$3,825/oz (+12%). Y-t-d gold is up 47%, marking the highest return in a calendar year since 1979. Political tension, strong options market activity, and currency weakness played a key role in gold’s performance last month. Looking forward, there are plenty of reasons for investors to look at gold and the price could see further uplift should equities experience a correction. Perhaps only a major liquidity squeeze could upend both gold and equities, but there are no clear signs of fractures in credit or banking sectors…yet. 7 October, 2025
Weekly Markets Monitor: Deadlock and democrats
Last week saw a thaw in US-China relations with a temporary trade agreement, alongside divergent central bank actions. While the Fed and Bank of Canada lowered rates, the ECB and BoJ held steady.
Weekly Markets Monitor: The Easing Glow
Portfolio resiliency: Gold’s role amid economic crosscurrents
Uncertainties and vulnerabilities remain across geopolitical, fiscal, and trade domains. Importantly, the core reasons for considering alternative assets such as gold, as outline in our May report, remain largely unchanged.
Weekly Markets Monitor: Gravity dismissed
Last week presented a mixed global macro picture. US-China trade tensions eased. The US government shutdown continued.
Unearthed: The Gold Surge - What Investors Need to Know
In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, discuss the current state of the gold market.
Weekly Markets Monitor: Calm interrupted
Last week was a rollercoaster of highs and lows. Israel and Hamas agreed a peace plan, while US-China trade tensions re-escalated.
Gold hits US$4,000/oz - trend or turning point?
Gold reached another historic milestone on 8 October 2025 as it broke through US$4,000/oz. And while it finished the week below the record high, it’s en route to mark its strongest performance in a calendar year since 1979.
Gold Market Commentary: Stick, twist or double down?
Record monthly ETF inflows took gold to its 39th new high for the year, finishing the month at US$3,825/oz (+12%). Y-t-d gold is up 47%, marking the highest return in a calendar year since 1979. Political tension, strong options market activity, and currency weakness played a key role in gold’s performance last month. Looking forward, there are plenty of reasons for investors to look at gold and the price could see further uplift should equities experience a correction. Perhaps only a major liquidity squeeze could upend both gold and equities, but there are no clear signs of fractures in credit or banking sectors…yet.