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
Tag: #Gold
Gold MarketsGold 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
HistoryGold Through the 2008 Financial Crisis: Hedge or Casualty?
Gold's performance during the global financial crisis was more nuanced than the narrative suggests. A month-by-month account reveals what gold actually did when the system broke.
May 8, 2026
GeopoliticsChinese Gold Consumption: Why the World's Largest Gold Buyer Keeps Buying More
From Shanghai Gold Exchange withdrawals to the explosive growth of investment-grade bars, Chinese gold demand is reshaping the global market in real time.
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
Gold MarketsAllocated vs Unallocated Gold: The Difference That Matters in a Crisis
The terms sound technical but the legal distinction is enormous. Allocated gold is yours; unallocated gold is a claim. Here is what that really means.
May 8, 2026