Gold has been drawing renewed attention lately, fueled by the weakening U.S. dollar — a consequence of increasingly erratic U.S. trade policies. While the dollar remains the world’s dominant reserve currency, more and more signs suggest that gold is quietly reclaiming its role as a reliable hedge in an uncertain global environment.
One of the biggest catalysts is China’s recent move allowing insurance companies to increase their allocation into gold. That decision alone could generate hundreds of tons in new annual demand — a game-changer in a market where global supply remains tight.
At the same time, major institutions like Citi, UBS, Goldman Sachs, and Bank of America have all raised their gold forecasts for 2025–2026. Some now see gold reaching as high as $3,500/ounce, signaling growing confidence that we’re entering a long-term bullish cycle — not just a short-term surge.
From my perspective, this isn’t just a reaction to news headlines. It feels like a deep, structural shift in how institutions are approaching gold. Last Wednesday’s $100 spike wasn’t random — it marked a clear surge in momentum and sentiment.
Looking ahead, we might see short-term pullbacks, but the overall trend remains unmistakably bullish. If gold does break into new territory in the coming quarters, this could be a crucial phase for planning, observing, and positioning smart Buy entries.
One of the biggest catalysts is China’s recent move allowing insurance companies to increase their allocation into gold. That decision alone could generate hundreds of tons in new annual demand — a game-changer in a market where global supply remains tight.
At the same time, major institutions like Citi, UBS, Goldman Sachs, and Bank of America have all raised their gold forecasts for 2025–2026. Some now see gold reaching as high as $3,500/ounce, signaling growing confidence that we’re entering a long-term bullish cycle — not just a short-term surge.
From my perspective, this isn’t just a reaction to news headlines. It feels like a deep, structural shift in how institutions are approaching gold. Last Wednesday’s $100 spike wasn’t random — it marked a clear surge in momentum and sentiment.
Looking ahead, we might see short-term pullbacks, but the overall trend remains unmistakably bullish. If gold does break into new territory in the coming quarters, this could be a crucial phase for planning, observing, and positioning smart Buy entries.
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Related publications
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.