“Boring” Gold Beats Nasdaq by 30% Over 5 Years

Gold just outperformed the Nasdaq over five years — up 129% versus 99% — while bank stress pushes prices to all-time highs above $4,370/oz. HSBC now forecasts $5,000 gold by 2026, citing central-bank demand and lower rates ahead. With Washington’s shutdown freezing economic data and the IMF warning of fragile financial conditions, safe-haven assets are in focus. Here’s today’s market wrap.

Gold and Silver Hit Records Amid Shutdown Stalemate

Gold set new records near $4,240 while silver hovers just below all-time highs. Trade tensions with China, a U.S. government shutdown, India’s festival demand shift, and a proposed $40B U.S. backstop for Argentina are keeping risk on edge — and the safe-haven bid alive. Here’s what matters for prices, policy, and positioning today.

Gold Price Hits $4,200: A New Era for Gold

Gold just crossed $4,200 — its strongest run in modern history — as central banks double down on bullion, silver’s price gap widens, and new geopolitical risks fuel demand for hard assets.

Tariffs Trip Crypto, Gold Steadies at $4,100; Silver Squeeze Intensifies

Tariffs jolted risk assets—and bitcoin slid—while gold held above $4,100, reinforcing its safe-haven edge. A disorderly silver squeeze hit London, Treasury yields and the dollar stay in focus, and Powell looms large. Here’s what it means for portfolios right now.

BofA Sees $5,000 Gold as Inflation and Fed Cuts Loom

Gold surged to a new record above $4,000 while silver topped $50, powered by Fed policy uncertainty, sticky inflation, and renewed U.S.–China trade tensions. Bank of America now sees $5,000 gold by 2026 as Wall Street braces for more rate cuts and rising volatility.

Silver Squeeze Sends Prices Soaring Past $51

Silver surged past $51 an ounce this week before easing back, driven by a record squeeze in London’s physical market and record-high borrowing costs. The move exposes how tight silver supply has become — and why physical ownership matters more than ever.

Silver Hits $50, Morgan Stanley Allocates 20% to Gold

Silver surged past $50 per ounce overnight, reaching its highest levels since 1980 as institutional investors pivot toward hard assets. Morgan Stanley broke with decades of tradition by recommending a 20% gold allocation—double the bond exposure in classic portfolios.

A $4,000 Gold Wake-Up Call for Markets and Policymakers

Gold broke the $4,000 mark for the first time ever, surging 54% this year as inflation worries, political dysfunction, and global uncertainty fuel a rush to safety. From consumer gloom to A.I. bubble fears, here’s what today’s headlines say about trust in the U.S. economy — and why investors are turning back to gold.

Gold Nears $4,000 as Confidence in U.S. Data Wavers

Gold surged toward $4,000 while silver approached $50 as investors rushed to safe havens amid shaky U.S. data and record central bank demand. With Goldman and Fidelity turning bullish and China’s buying spree continuing, 2025 is shaping up as the year gold reclaims its monetary crown.

Why Gold Moves Differently from Stocks — and Why It Matters

Learn how gold’s unique price behavior helps balance portfolios. Low correlation to stocks makes gold a powerful hedge against volatility and inflation.