Gold MarketsGold Markets — 2026 Investor Overview
Spot, futures, ETFs, central-bank flows, and the macro plumbing behind XAU. A complete 2026 overview of where the market sits and what to watch next.
May 11, 2026
EditorialBrowse Sections
All Articles110 sections01Allocated vs Unallocated02AML & KYC for Bullion03Asian Refiners04Assaying: Fire & XRF05Auto-Catalyst Demand06Basel III & NSFR07BIS & IMF08Bretton Woods & Nixon Shock09BRICS & De-Dollarisation10Bullion Insurance11Central Bank Gold Buying12Central Bank History13Central Banks14Chart Patterns15Chinese Festive16Classical Gold Standard17Coins & Bullion18COMEX & SLV19Copper & Base Metals20Copper & Electrification21Copper Bullion Products22Copper Supply23Copper vs Gold24COT Positioning25Counterfeit Detection26Country Tax Guides27Crisis Episodes28Culture29De-Dollarisation30E-Waste & PGM Recovery31Error Varieties32ETF Flows33ETFs & Funds34Forecasts & Models35Futures & COT36Geopolitics37Gold Markets38Gold-Silver Ratio39Grading PCGS & NGC40Green Energy41Hallmarks & Bar Brands42Historic Coinage43History44Home Storage45Hydrogen & PGM46Indian Wedding Demand47Industrial48Industrial Demand49Inflation Hedge50Intermarket Analysis51Investment52Iridium & Electrolysers53Jewellery54Jewellery & Cultural Demand55Junior Explorers56LBMA Good Delivery57LME & SHFE Stocks58Macro & Geopolitics59Market Analysis60MENA Souk Demand61Mid-Tier Producers62Miller & Wohlwill63Mining64Mining Equities65Minor PGMs66Mintage Data67Mints & Refineries68Modern Bullion Coins69Monetary History70Monetary Silver71Numismatics72Numismatics & Bullion Coins73Palladium74PGM Miners75PGM Recycling76Physical Premiums77Platinum78Platinum & Palladium79Platinum Jewellery80Pt-Pd Ratio81Ratio Spreads82Recycling & Refining Tech83Regulation & Tax84Religious Demand85Rhodium Market86Royalty & Streaming87Russian Norilsk88Ruthenium & Osmium89Sanctions & Reserves90Scrap Flows91Seasonality92Senior Producers93Silver94Silver Markets95Silver Miners96Silver Mining Supply97Silver Squeezes98South African PGM Supply99Sovereign Mints100Spot Pricing & LBMA Fix101Storage, Vaulting & Security102Swiss Refiners103Taxes & Storage104Technical Analysis105Urban Mining106US IRA & SDIRA107VAT & Import Duty108Vault Provider Reviews109War Premia110Western Fine Jewellery
Gold Markets
Gold MarketsRecycled Gold: The Quiet 25% of Global Supply
Scrap, jewellery resale, and electronic recovery now rival mine output in some years.
May 10, 2026
Gold MarketsWhy Royalty Companies Beat Miners: Franco-Nevada and Wheaton
A model that delivers gold price exposure without the operating risk has quietly outperformed the majors for two decades.
May 10, 2026
Gold MarketsGold 2025 Outlook: The Five Drivers That Matter Most
After two years of central bank-led rallies, the gold market enters 2025 with a different set of catalysts. Here are the five forces most likely to determine the year.
May 8, 2026
Gold MarketsReading the COT Report: What Gold Futures Positioning Actually Tells You
The Commitments of Traders report is the most underused tool in the precious metals analyst's toolkit. Here is how to read it without falling into the common traps.
May 8, 2026
Gold MarketsHow Gold Has Responded to Every Fed Rate-Cutting Cycle Since 1980
The Fed cuts rates and gold rallies — except when it doesn't. A historical review of every cutting cycle reveals the conditions under which the relationship actually holds.
May 8, 2026
Gold MarketsGold's Wild 2020: From the COVID Crash to the August All-Time High
Gold lost 12% in eight days, then rallied 40% to a new record. The 2020 round-trip is a master class in how gold behaves through liquidity events and policy responses.
May 8, 2026
Gold MarketsIndian Wedding Season: How Religious Tradition Drives 25% of Global Gold Demand
From Diwali through to the spring wedding season, Indian households absorb hundreds of tonnes of gold. The seasonality is real and it shapes global price action.
May 8, 2026
Gold MarketsPaper Gold vs Physical Gold: When the Distinction Actually Matters
Critics say paper gold is a fiction. Defenders say it is the same as physical for any practical purpose. The truth depends entirely on the scenario you are hedging.
May 8, 2026
Gold MarketsCOMEX vs LBMA: How the Two Biggest Gold Markets Actually Settle
New York and London run the world's gold market with very different settlement systems. Understanding the mechanics explains a surprising amount about price action.
May 8, 2026