|

Is the Fed about to ignite the greatest Gold supercycle in history? [Video]

It’s official – Gold has firmly cemented its crown as the most sought-after asset of 2025.

 The forces driving this demand are unmistakable: geopolitical uncertainty, Donald Trump’s trade agenda and relentless central-bank buying have unleashed the “perfect storm” for the world’s favourite precious metal.

 Back in January, analysts at GSC Commodity Intelligence declared 2025 would go down in history as “The Year of Gold.” Nine months later, their bold call has proven uncannily accurate. Gold isn’t just having a strong year – it is staging one of the most spectacular rallies the markets have ever seen.

 Since President Donald Trump returned to the White House in January 2025, Gold has gone parabolic – posting gains every single quarter and smashing all-time highs with historic frequency.

 According to GSC Commodity Intelligence, Gold has already logged 35 record closes in just nine months, averaging nearly one new all-time high every week.

As the firm put it: “This isn’t just momentum – it’s a supercharged breakout.”

The numbers confirm the magnitude of this move. Gold prices are now up almost 40% year-to-date, rising from $2,672 an ounce in January to above $3,685 this week. Even more remarkable, Gold has more than doubled in just two years, soaring an astonishing 103% since October 2023 when it traded near $1,800 an ounce.

 History is now being written in real time. For GSC Commodity Intelligence, the evidence is overwhelming: “The market is screaming one thing, loud and clear – this rally is only just getting started.”

GSC Commodity Intelligence notes that Gold has racked up record highs for nine consecutive quarters, an unprecedented feat in modern market history. As they emphasize, “Never before has Gold registered this many back-to-back highs in such rapid succession.” This isn’t a rally creeping higher. It’s a vertical breakout.

Gold is no longer edging higher. It is surging in a way that confirms we are at the dawn of a new Supercycle.

The biggest question now is how high Gold can go before 2025 is over? The answer may come from the Federal Reserve’s hotly anticipated September FOMC meeting. With a rate cut now all but guaranteed, traders are no longer asking if rates will fall – but by how much on September 17.

Analysts at GSC Commodity Intelligence are pricing in near-100% odds of a 25 basis-point cut. However, whispers of a shock 50 basis-point jumbo cut are gathering momentum – a move that could send precious metals skyrocketing into uncharted territory.

Goldman Sachs has already flagged Trump’s unprecedented pressure on the Fed – including his attempt to oust Governor Lisa Cook – as a catalyst that could propel Gold toward $5,000 an ounce. GSC Commodity Intelligence shares this view, warning that the combination of political pressure, a weakening labor market and global de-dollarization has created a tinderbox ready to ignite.

To quote GSC Commodity Intelligence – “This isn’t just another rate cut. It is a generational opportunity. A moment where positioning early could unlock life-changing gains”.

Whichever way the Fed moves, one thing is certain: September 17 will be remembered as a license to print money. Traders who act decisively, as GSC Commodity Intelligence puts it, “will be on the right side of the greatest wealth transfer in history.”

The only question is – will you be one of them?

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 moves sideways below 1.1800 on Christmas Eve

EUR/USD struggles to find direction and trades in a narrow channel below 1.1800 after posting gains for two consecutive days. Bond and stock markets in the US will open at the usual time and close early on Christmas Eve, allowing the trading action to remain subdued. 

GBP/USD keeps range around 1.3500 amid quiet markets

GBP/USD keeps its range trade intact at around 1.3500 on Wednesday. The Pound Sterling holds the upper hand over the US Dollar amid pre-Christmas light trading as traders move to the sidelines heading into the holiday season. 

Gold retreats from record highs, trades below $4,500

Gold retreats after setting a new record-high above $4,520 earlier in the day and trades in a tight range below $4,500 as trading volumes thin out ahead of the Christmas break. The US Dollar selling bias remains unabated on the back of dovish Fed expectations, which continues to act as a tailwind for the bullion amid persistent geopolitical risks.

Bitcoin slips below $87,000 as ETF outflows intensify, whale participation declines

Bitcoin price continues to trade around $86,770 on Wednesday, after failing to break above the $90,000 resistance. US-listed spot ETFs record an outflow of $188.64 million on Tuesday, marking the fourth consecutive day of withdrawals.

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.

Avalanche struggles near $12 as Grayscale files updated form for ETF

Avalanche trades close to $12 by press time on Wednesday, extending the nearly 2% drop from the previous day. Grayscale filed an updated form to convert its Avalanche-focused Trust into an ETF with the US Securities and Exchange Commission.