Search Results for: gold

Spot Gold Gold refuses to give ground, with traders already eyeing next year’s Fed moves. A rush of central-bank buying and hot ETF demand have driven a 60% rally this year. Deutsche Bank pegs 2026 prices at $4,450. Image: Bloomberg

Gold Positioning Rising long positions in gold over the past two weeks point to strengthening demand, a classic bullish sign that keeps the rally in play. Image: Bloomberg

S&P 500 Total Return and Gold Return Gold’s shine isn’t dimming, even as U.S. stocks rally. Both are up together for a third straight year. Investors now view bullion as shelter with upside, and central banks’ steady buying keeps the tailwind blowing. Image: Carson Investment Research

S&P 500 vs. Gold and S&P 500 vs. Bonds (Total Return) U.S. stocks look pricey next to bonds—but measured against gold, it’s not mania, it’s money insurance. Investors are hedging debasement and inflation, not chasing a 2000-style bubble. Image: Gavekal, Macrobond

200-Day Correlation Between S&P 500 and Gold Spot Gold’s old reputation as a crisis hedge is looking dated. The metal is increasingly trading like a risk asset, tracking U.S. equities as a declining dollar and heavy central-bank demand reshape its place in global markets. Image: Bloomberg

CTAs Exposure to Gold CTAs have cut back on gold, but they’re still net long — the bulls aren’t giving up yet. Image: Deutsche Bank Asset Allocation

Gold vs. S&P 500 Gold is keeping pace with the S&P 500, defying the long-standing pattern of equity dominance in the fiat era and reasserting its appeal as a hedge against market and currency risk. Image: BCA Research

Returns – Global Equities vs. Global Bonds vs. Gold vs. World Portfolio Since 1950, the world portfolio has earned a real 4.1% annual return — global equities led with 7.3%, gold lagged at 2.5%, and global bonds barely reached 1.8%. The long-run verdict is clear: equities have won. Image: Goldman Sachs Global Investment Research

Total Known Gold ETFs Holdings Gold’s shine isn’t fading. ETF holdings just hit a three‑year high, and even with this week’s selloff, gold prices are still up over 50% this year. Image: Bloomberg

Gold Price Forecast Bullish on bullion, Goldman Sachs sticks to its $4,900-an-ounce forecast for December 2026, betting that resurgent ETF demand and relentless central bank buying will keep the rally alive. Image: Goldman Sachs Global Investment Research

Global Central Bank Gold Reserves A striking 95% of reserve managers expect central banks to boost their gold holdings within 12 months, up from 81% a year ago—clear evidence of a sustained rush into the yellow metal. Image: Deutsche Bank