|

Gold is about to go parabolic – Here’s why [Video]

A deep shift is unfolding in the global financial markets as the world’s most powerful Institutions, Sovereign Wealth Funds and Central Banks accelerate their retreat from U.S Treasuries – and rotate into Gold at a record-breaking pace – raising profound questions about the future of the global financial order. 

The exodus, driven by structural debt concerns and a loss of faith in fiat stability, has sent Gold prices surging to new all-time record highs of $3,500 an ounce, with analysts at JPMorgan now forecasting a potential run toward $6,000 by the end of President Trump's second term – as the safe-haven trade of the decade continues to gains momentum. 

What’s unfolding, according to GSC Commodity Intelligence is not just another cyclical rotation. “It’s something deeper. And possibly irreversible”. 

Bond markets globally have endured several sharp corrections over the past two decades – but this one is different. It’s not inflation or a Fed shock. 

Real yields are rising, not just nominal ones. The U.S Federal Reserve is no longer raising rates – but is quietly shrinking its balance sheet. 

Meanwhile, the U.S Treasury is flooding markets with long-dated debt at a time when foreign buyers, from Beijing to Europe are stepping back. The U.S. is running wartime-sized deficits in peacetime. 

The U.S. bond market used to be the anchor of the global system. Not another more. Once hailed as the ultimate safe haven, the $26 trillion U.S Treasury market is now at the centre of a mounting global debate: Will The Bond Market Be The Trigger For The Next Global Financial Crisis? 

Only time will tell, however one thing we do know for certain is that the alarm bells are ringing and Gold is listening.

According to analysts at GSC Commodity Intelligence – “we are witnessing a fundamental repricing. Gold is firmly cementing its status as the only safe-haven the world trusts. One that doesn’t come with a Central Bank, a deficit or a downgrade risk”. 

The age of debt is cracking and the age of Gold is beginning. 

Amid this growing uncertainty, Gold has re-emerged not just as a hedge, but as a monetary alternative. Central banks added more than 1,100 tonnes to their reserves in 2024 – the highest on record. 

And that momentum has carried over into 2025. 

As fiscal uncertainty deepens and the global monetary order fragments, Gold appears to be reclaiming its throne – not as a relic of the past, but as the cornerstone of a new financial reality. 

For the first time in decades – Gold is not just outperforming bonds – it’s replacing them! That’s welcoming news for the bulls, but painful for anyone sitting on the side lines, who must now decide how much FOMO they can handle. 

Where are prices heading next? Watch The Commodity Report now, for my latest price forecasts and predictions: 

Author

Phil Carr

Phil Carr

The Gold & Silver Club

Phil is the co-founder and Head of Trading at The Gold & Silver Club, an international Commodities Trading Firm specializing in Metals, Energies and Soft Commodities.

More from Phil Carr
Share:

Markets move fast. We move first.

Orange Juice Newsletter brings you expert driven insights - not headlines. Every day on your inbox.

By subscribing you agree to our Terms and conditions.

Editor's Picks

EUR/USD flatlines below 1.1800 amid trading lull, awaits Fed Minutes

EUR/USD trades around a flatline below 1.1800 in European trading on Tuesday. The pair lacks any trading impetus as the US Dollar moves little amid market caution ahead of the Fed's December Meeting Minutes release, which could offer insights into the Federal Reserve’s 2026 outlook.

GBP/USD retakes 1.3500 despite the year-end grind

GBP/USD finds fresh demand and retakes 1.3500 on Tuesday as markets grind through the last trading week of the year. Despite the latest uptick, the pair is unlikely to see further progress due to the year-end holiday volumes.

Gold holds the bounce on Fed rate cut bets, safe-haven flows

Gold holds the rebound near $4,350 in the European trading hours on Tuesday. The precious metal recovers some lost ground after falling 4.5% in the previous session, which was Gold's largest single-day loss since October. Increased margin requirements on gold and silver futures by the Chicago Mercantile Exchange Group, one of the world’s largest trading floors for commodities, prompted widespread profit-taking and portfolio rebalancing.

Tron steadies as Justin Sun invests $18 million in Tron Inc.

Tron (TRX) trades above $0.2800 at press time on Monday, hovering below the 50-day Exponential Moving Average (EMA) at $0.2859.

Economic outlook 2026-2027 in advanced countries: Solidity test

After a year marked by global economic resilience and ending on a note of optimism, 2026 looks promising and could be a year of solid economic performance. In our baseline scenario, we expect most of the supportive factors at work in 2025 to continue to play a role in 2026.

Crypto market outlook for 2026

Year 2025 was volatile, as crypto often is.  Among positive catalysts were favourable regulatory changes in the U.S., rise of Digital Asset Treasuries (DAT), adoption of AI and tokenization of Real-World-Assets (RWA).