Gold: Strong demand and rising prices – Rabobank

FXStreet Insights Team FXStreet

Rabobank analysts discusses the current state of Gold and Silver, noting that Gold is now trading well above $5000/oz and Silver above $100/oz. The report highlights a shift from financial assets to material assets, with a growing narrative of 'sell America' and de-Dollarisation. Despite this, demand for US Treasury auctions remains strong, and the use of the US Dollar in international payments is increasing.

Gold and Silver price trends

"Fast forward to today and gold is now trading well above $5000/oz. Silver is trading well above $100/oz."

"The financial has given way to the material and the fashionable narrative is now ‘sell America’ and de-Dollarisation."

"However, on the other side of the ledger we continue to see strong demand at US Treasury auctions and SWIFT data shows that the use of the US Dollar in international payments is actually increasing, mostly at the expense of the Euro."

(This article was created with the help of an Artificial Intelligence tool and reviewed by an editor.)

Author

FXStreet Insights Team

FXStreet

The FXStreet Insights Team is a group of journalists that handpicks selected market observations published by renowned experts. The content includes notes by commercial as well as additional insights by internal and external analysts.

EUR/USD jumps to near four-year high at 1.1920

The EUR/USD pair is up 0.36% to near 1.1900 during the Asian trading session on Monday. The major currency pair strengthens as the US Dollar extends last week’s decline amid caution ahead of the Federal Reserve's monetary policy announcement on Wednesday.

GBP/USD strengthens above 1.3650 on robust UK data

The GBP/USD pair trades in positive territory near 1.3660, the highest since September 17, 2025, during the early European session on Monday. The Pound Sterling edges higher against the Greenback on the stronger-than-expected UK Retail Sales and Purchasing Managers Index data. Traders will keep an eye on the US November Durable Goods Orders report later on Monday.

Gold storms through $5,000 on fresh safe-haven flows

XAU/USD has left dust behind the $5,000 level on threats of a US government shutdown, scars from the transatlantic rift around Greenland and speculation of coordinated efforts to boost the Yen, indirectly hurting the US Dollar.

Bitcoin, Ethereum and Ripple see slight recovery after recent corrections

Bitcoin, Ethereum, and Ripple prices recovered slightly at the time of writing on Monday after correcting by over 7%, 14%, and 7%, respectively. The top three cryptocurrencies are nearing key support levels, and if they hold, could consolidate or extend their recovery in the upcoming days.

Tariffs as statecraft: Escalation to retraction on Greenland

Although the U.S. administration has walked back its proposed tariff package on major European economies, the episode still marks a significant escalation in transatlantic tension.

Cardano Price Forecast: ADA downside risks intensify, opening the door to $0.27

Cardano (ADA) price hovers around $0.34 at the time of writing on Monday, after three consecutive weeks of correction since early January. The falling Open Interest (OI) further supports the ongoing correction signaling waning investor participation.