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Gold Returns to $4800, Where Is This Year's Peak?

Gold has rebounded above $4,800 per ounce amid easing U.S.-Iran tensions after six weeks of conflict. This article explores gold's potential peak in 2026, citing predictions from platforms like Polymarket, where some traders bet on prices exceeding $6,000 by year-end. Key drivers include sustained central bank purchases (notably China’s 17-month buying streak), institutional demand from entities like Tether (now a top-30 global gold holder), and retail investment, particularly in Asia. While short-term volatility persists, analysts from UBS and Goldman Sachs project gold could reach $5,200-$5,400 by mid-year and $5,900-$6,300 longer-term, supported by geopolitical uncertainty, dollar weakening, and gold’s role as a hedge in a shifting global monetary system. The outlook remains bullish despite periodic corrections.

Odaily星球日报04/09 10:41

Gold Returns to $4800, Where Is This Year's Peak?

Odaily星球日报04/09 10:41

Has the Era of Global Central Banks 'Hoarding Gold' Come to an End?

The article questions whether the global central bank gold-buying spree, ongoing for 15 years, is ending. Citing a UBS report, it concludes that a structural shift to large-scale selling is highly unlikely. While the pace of purchases may slow to 800-850 tons in 2026 from 860 tons in 2025, central banks are expected to remain net buyers. The report challenges the narrative that recent sales, like Turkey's alleged sale of 50 tons, signal a trend. It argues Turkey's data is distorted by commercial bank positions and swaps, and its central bank uses gold for domestic liquidity management, not necessarily market speculation. Short-term price volatility is attributed to dollar strength and real interest rates, not central bank selling. The underlying logic for holding gold remains strong: over 60% of central banks follow a buy-and-hold strategy, with diversification being the primary motive. While short-term noise and price consolidation are expected, the medium-term outlook is bullish, with UBS forecasting an average 2026 price of $5000/oz and a year-end target of $5600/oz.

marsbit04/03 09:46

Has the Era of Global Central Banks 'Hoarding Gold' Come to an End?

marsbit04/03 09:46

Has a Global Economic Recession Quietly Begun?

The article examines the potential onset of a global recession not merely as an economic outcome but as a strategic state shaped by energy shocks, geopolitical tensions, and constrained monetary policies. Central banks, particularly in energy-import-dependent economies like Japan and the Eurozone, face a policy "trap": they cannot ease without risking entrenched inflation nor tighten without crushing fragile growth. This dynamic redistributes geopolitical leverage, as recession weakens a nation’s negotiating power, capital attractiveness, and external credibility. Governments are thus using fiscal and diplomatic tools to buy time and avoid being forced into negotiations during a downturn. The analysis suggests that markets are increasingly pricing in the expectation that policymakers will tolerate asset valuation inflation to avoid recession, with capital flows and currency movements reflecting which economies escape these constraints. The piece concludes that the interplay between macroeconomics and geopolitics is driving a systemic shift, where traditional monetary tools are失效 and strategic positioning is paramount.

marsbit03/31 04:35

Has a Global Economic Recession Quietly Begun?

marsbit03/31 04:35

Must-Watch Next Week｜Seven Central Banks to Deliver Interest Rate Bombshells in Succession; NVIDIA GTC Conference Kicks Off (3.16-3.22)

Next week (March 16-22) is packed with major financial and tech events. Key highlights include interest rate decisions from seven central banks: the Reserve Bank of Australia (March 17, 11:30), the Bank of Canada (March 18, 21:45), the Bank of Japan (March 19, time TBD), the Swiss National Bank (March 19, 16:30), the US Federal Reserve (March 19, 02:00, followed by a press conference), the Bank of England (March 19, 20:00), and the European Central Bank (March 19, 21:15). The NVIDIA GTC 2026 conference opens on March 16 in San Jose, featuring a keynote by CEO Jensen Huang. Other significant events include the US releasing February PPI data (March 18, 20:30), the launch of Noble's new EVM Layer 1 mainnet (March 18), and the Bitcoin ecosystem BTCS launching its mining ecosystem (March 20). Additional developments include the Hong Kong Monetary Authority potentially releasing its first stablecoin license shortlist, featuring institutions like Standard Chartered and HSBC; the Trump administration beginning a release of US strategic oil reserves; and Microsoft internally testing OpenClaw for potential integration into Teams.

marsbit03/15 08:21

Must-Watch Next Week｜Seven Central Banks to Deliver Interest Rate Bombshells in Succession; NVIDIA GTC Conference Kicks Off (3.16-3.22)

marsbit03/15 08:21

Ray Dalio: Gold is a better option than Bitcoin, tech stocks because…

Global economies faced significant uncertainty in 2025-2026 due to trade restrictions and geopolitical tensions, leading investors toward established assets like gold. According to Ray Dalio, gold is perceived as a safer, more established store of value, especially since central banks and individuals are acquiring it as a hedge against inflation and debt. Gold has shown strong performance, trading within an ascending channel and avoiding major drawdowns. In contrast, Bitcoin lags behind due to its lack of privacy and traceable transactions, which deter central banks from holding it. Dalio also notes that Bitcoin has a high correlation with tech stocks, making it vulnerable during market downturns. Investors tend to liquidate BTC during financial stress, adding downward pressure. While gold benefits from its role as a portfolio diversifier and sustained demand, Bitcoin remains influenced by global liquidity and risk sentiment. For Bitcoin to rival gold, a shift in demand and improved market liquidity would be necessary. Until then, gold is positioned to outperform.

ambcrypto03/04 15:02

Ray Dalio: Gold is a better option than Bitcoin, tech stocks because…

ambcrypto03/04 15:02

IMF Warns Dollar-Linked Stablecoins Could Undermine Central Bank Control

The International Monetary Fund (IMF) warns that the widespread adoption of dollar-linked stablecoins could undermine central banks' control over monetary policy. In a recent report, the IMF states that most major stablecoins are not truly independent and are essentially extensions of the U.S. dollar system, as they are backed by short-term dollar instruments like U.S. Treasury bills. This could lead to the creation of a "private dollar warehouse" system that operates outside the traditional banking sector. The growth of stablecoins, which now represent hundreds of billions of dollars, may complicate central banks' ability to manage money supply and conduct monetary policy. In countries with weak currencies, stablecoins could even replace local money. The IMF also highlights that cross-border stablecoin transactions pose risks to capital controls and foreign exchange stability, as they often operate without deposit insurance or a lender of last resort. The report calls for international regulatory cooperation to establish common rules and closer supervision to ensure financial stability.

TheNewsCrypto02/16 11:09

IMF Warns Dollar-Linked Stablecoins Could Undermine Central Bank Control

TheNewsCrypto02/16 11:09

Ripple Exec Pushes Central Banks To Back Regulated Stablecoins

Ripple's UK & Europe policy director, Matthew Osborne, urges central banks to embrace regulated stablecoins as a stabilizing force rather than treat them as a threat. He argues that with proper oversight and access to official infrastructure, stablecoins can complement the existing financial system, particularly in cross-border payments and multi-chain markets. Osborne cites their growing adoption, with market value exceeding $300 billion and transaction volumes surpassing Visa and Mastercard combined. He calls for central banks to extend safety net features, such as allowing issuers to hold reserves in central bank accounts and providing liquidity insurance, to reduce vulnerability to shocks. The choice, he concludes, is between resisting stablecoins and risking uncontrolled growth or integrating them into the regulated financial framework.

bitcoinist01/20 19:32

Ripple Exec Pushes Central Banks To Back Regulated Stablecoins

bitcoinist01/20 19:32

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