Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Weekly Markets Monitor: No Farm Payrolls More mixed data across the globe last week with US PMIs at loggerheads over whether the economy is reflating or stagflating. 6 October, 2025 Weekly Markets Monitor: Grinding higher Last week saw a mixed bag of PMI data: US, UK and India all softer but all remain in expansion territory. 29 September, 2025 2025 Japanese gold investor insights: The golden opportunity In this investor research report, we explore Japanese investors’ attitudes to gold, such as gold’s shares in their portfolios, barriers to their gold allocation decisions and the potential for gold investment in the future. By assessing the current macro backdrop in Japan and studying local investors’ top needs, we believe gold has the potential to become a more relevant strategic asset in Japanese investors’ portfolios. 25 September, 2025 Weekly Markets Monitor: Tentative easing Last week saw a mix of central bank actions. The US Fed cut 25bps as expected yet with a less dovish tone while the BOE held rates unchanged and slowed its QT. 22 September, 2025 Weekly Markets Monitor: Fedward Scissorhands Last week saw a blend of inflation trends and political challenges. In the US, mixed inflation data, cooling labor markets, and weakening consumer sentiment kept expectations of a Fed rate cut in place. 15 September, 2025 Unearthed: Tariffs, Fed Uncertainty, and Gold’s Surge In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, examine the forces driving gold to fresh record highs – from tariff clarity in the US to renewed investor demand and shifting interest rate expectations. 12 September, 2025 Weekly Markets Monitor: The gold rush Last week's releases highlighted a softening U.S. labor market, reinforcing expectations for rate cuts. 8 September, 2025 Gold Market Commentary: Stubborn stagflation A strong rally into month-end saw gold reach US$3,429/oz (+4%), and as of the end of August, gold was up 31% for the year. The move was supported by a weaker dollar, heightened geopolitical tensions, robust gold ETF inflows, and rising expectations for a September rate cut. Looking ahead, stagflationary pressures in the U.S., the prospect of lower rates, and ongoing policy risks could dominate price dynamics, even as emerging market demand takes a breather. 4 September, 2025 Prev Page 10 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: No Farm Payrolls More mixed data across the globe last week with US PMIs at loggerheads over whether the economy is reflating or stagflating. 6 October, 2025
Weekly Markets Monitor: Grinding higher Last week saw a mixed bag of PMI data: US, UK and India all softer but all remain in expansion territory. 29 September, 2025
2025 Japanese gold investor insights: The golden opportunity In this investor research report, we explore Japanese investors’ attitudes to gold, such as gold’s shares in their portfolios, barriers to their gold allocation decisions and the potential for gold investment in the future. By assessing the current macro backdrop in Japan and studying local investors’ top needs, we believe gold has the potential to become a more relevant strategic asset in Japanese investors’ portfolios. 25 September, 2025
Weekly Markets Monitor: Tentative easing Last week saw a mix of central bank actions. The US Fed cut 25bps as expected yet with a less dovish tone while the BOE held rates unchanged and slowed its QT. 22 September, 2025
Weekly Markets Monitor: Fedward Scissorhands Last week saw a blend of inflation trends and political challenges. In the US, mixed inflation data, cooling labor markets, and weakening consumer sentiment kept expectations of a Fed rate cut in place. 15 September, 2025
Unearthed: Tariffs, Fed Uncertainty, and Gold’s Surge In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, examine the forces driving gold to fresh record highs – from tariff clarity in the US to renewed investor demand and shifting interest rate expectations. 12 September, 2025
Weekly Markets Monitor: The gold rush Last week's releases highlighted a softening U.S. labor market, reinforcing expectations for rate cuts. 8 September, 2025
Gold Market Commentary: Stubborn stagflation A strong rally into month-end saw gold reach US$3,429/oz (+4%), and as of the end of August, gold was up 31% for the year. The move was supported by a weaker dollar, heightened geopolitical tensions, robust gold ETF inflows, and rising expectations for a September rate cut. Looking ahead, stagflationary pressures in the U.S., the prospect of lower rates, and ongoing policy risks could dominate price dynamics, even as emerging market demand takes a breather. 4 September, 2025
Weekly Markets Monitor: No Farm Payrolls
More mixed data across the globe last week with US PMIs at loggerheads over whether the economy is reflating or stagflating.
Weekly Markets Monitor: Grinding higher
Last week saw a mixed bag of PMI data: US, UK and India all softer but all remain in expansion territory.
2025 Japanese gold investor insights: The golden opportunity
In this investor research report, we explore Japanese investors’ attitudes to gold, such as gold’s shares in their portfolios, barriers to their gold allocation decisions and the potential for gold investment in the future. By assessing the current macro backdrop in Japan and studying local investors’ top needs, we believe gold has the potential to become a more relevant strategic asset in Japanese investors’ portfolios.
Weekly Markets Monitor: Tentative easing
Last week saw a mix of central bank actions. The US Fed cut 25bps as expected yet with a less dovish tone while the BOE held rates unchanged and slowed its QT.
Weekly Markets Monitor: Fedward Scissorhands
Last week saw a blend of inflation trends and political challenges. In the US, mixed inflation data, cooling labor markets, and weakening consumer sentiment kept expectations of a Fed rate cut in place.
Unearthed: Tariffs, Fed Uncertainty, and Gold’s Surge
In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, examine the forces driving gold to fresh record highs – from tariff clarity in the US to renewed investor demand and shifting interest rate expectations.
Weekly Markets Monitor: The gold rush
Last week's releases highlighted a softening U.S. labor market, reinforcing expectations for rate cuts.
Gold Market Commentary: Stubborn stagflation
A strong rally into month-end saw gold reach US$3,429/oz (+4%), and as of the end of August, gold was up 31% for the year. The move was supported by a weaker dollar, heightened geopolitical tensions, robust gold ETF inflows, and rising expectations for a September rate cut. Looking ahead, stagflationary pressures in the U.S., the prospect of lower rates, and ongoing policy risks could dominate price dynamics, even as emerging market demand takes a breather.