Gold Demand Surge Prompts UBS to Lift Price Target to $3,600/oz

UBS boosted its gold price target by $100 to $3,600/oz for March 2026, with further upside to $3,700/oz by June. The bank points to sticky U.S. inflation, Fed policy easing, and ongoing dollar weakness as major supports for gold. UBS also highlights strong investment flows, with ETF demand forecast to hit its highest level since 2010 and central bank purchases remaining robust. Altogether, global gold demand is projected to rise 3% in 2025 to the highest level in over a decade.

Gold Gains Amid Geopolitical Uncertainty and Fed Speculation

Gold prices rose slightly on Tuesday as the U.S. dollar weakened, making the metal more attractive to international buyers. Traders are increasingly betting on lower interest rates, with markets seeing a strong chance of a Fed rate cut in September. All eyes are now on Fed Chair Jerome Powell’s speech at the Jackson Hole symposium later this week, which could provide important clues about the Fed’s next move. Analysts note that gold has been trading in a tight range recently, pulled by global events such as peace talks in Ukraine and signs of weakness in the U.S. labor market. Despite […]

Gold vs. Silver: Which Investment Strategy Better Fits Your Portfolio?

As economic uncertainty and inflation concerns continue to impact markets, more investors are exploring gold vs silver investment strategies for stability, diversification, and long-term growth. But if you’re just getting started — or even reevaluating your current holdings — you may be wondering: Should I buy gold, silver, or both?  Let’s explore the pros and cons of each metal, how they behave in today’s market, and how to build a strategy that fits your investment goals.  Gold vs. Silver in 2025: What Makes Each Metal Unique?  Gold has long been viewed as a financial safe haven. It’s trusted globally, holds […]

The Perfect Storm: Why Silver’s 5-Year Supply Deficit Could Trigger a Historic Price Reset

The Supply Crisis Building in Plain Sight  For the past five to seven years, the silver market has been running on empty. Global consumption consistently exceeds production, creating a persistent deficit that’s draining above-ground supplies. Unlike paper assets created with keystrokes, silver is finite — and we’re using more than we’re mining.  In their latest Gold Silver Show, Mike Maloney and Alan Hibbard reveal just how severe this imbalance has become. This isn’t a temporary glitch; it’s a structural problem compounding year after year. When demand outstrips supply for this long, a reckoning is inevitable.  Industrial Demand: The Game Changer  […]

Analyst Predicts Gold at $4,000, Silver Over $40 — Here’s the Timeline

Up 28% and 33% YTD, but the biggest moves may be ahead. Analyst sees perfect storm of Fed cuts, weak dollar, and tariff chaos.

Switzerland Seeks Formal U.S. Pledge to Keep Gold Tariff-Free

Switzerland’s precious metals lobby is urging U.S. President Donald Trump to make a formal commitment that gold will remain tariff-free. While Trump’s recent statement against imposing gold tariffs boosted market confidence, the Swiss association ASFCMP says only a binding decision will provide the certainty needed for global trade stability.

Tariff Confusion and Fed Rate Outlook Keep Gold on Edge

Gold prices bounced around as traders reacted to new US inflation data and uncertainty about future interest rates. Inflation for goods stayed mild in July, but core inflation rose at the fastest pace this year. Many still expect the Fed to cut rates in September, which could be good news for gold. Markets were also watching for clarity on whether US tariffs would hit gold imports. President Trump suggested there won’t be a levy, but the industry wants a formal decision. Gold is up more than 27% so far this year, supported by safe-haven buying amid global tensions.

Gold Could Hit $4,000, Silver to Outshine as Oil Prices Slide – Peter McGuire

Trading.com CEO Peter McGuire expects gold and silver to surge in the second half of 2025, with gold possibly reaching $3,600–$4,000 and silver exceeding $40. He cites a weakening US dollar, an anticipated US rate cut, and strong investor demand as key drivers. While gold briefly corrected after US President Trump confirmed no tariffs on precious metals, McGuire believes Q3 and Q4 will be bullish for bullion, with silver showing greater percentage gains. He also predicts crude oil prices will decline in Q4 due to reduced geopolitical tensions, abundant supply, and falling inflation — factors that could lower energy costs […]

Barrick CEO: Gold Miners Unfazed as U.S. Mulls Tariffs on Bullion Bars

Uncertainty looms over the gold market as Washington considers tariffs on imported gold bullion bars, a move that has already rattled prices and disrupted global trade. Barrick Mining CEO Mark Bristow says the industry awaits official clarification, but downplays potential negative effects, noting miners could benefit if prices rise. Barrick’s Q2 earnings exceeded forecasts, supported by higher gold prices, even as production fell due to halted Mali operations amid a dispute with the military government. The company has no plans to sell its Loulo-Gounkoto mine despite losing control and incurring a $1.03 billion write-down.

Analysts See Silver Rising 15–20% as Deficits Persist

Silver’s rally — up 35% in the past 12 months — is being fueled by a mix of industrial demand and safe-haven investment. Uses in photovoltaics, EVs, and electronics have driven consumption to 1.16 billion ounces in 2024, while annual mine supply remains near 1.02 billion ounces, causing structural deficits for five straight years. Since about 70–80% of silver is a byproduct of other mining, production is relatively inelastic. While inflation has cooled slightly, expected U.S. interest rate cuts and a weaker dollar could further boost silver prices. Analyst forecasts vary widely—from $28 to $50 over the next year — […]