Thailand Inflation Remains Negative for 10th Straight Month in January 
South Korea Assures U.S. on Trade Deal Commitments Amid Tariff Concerns 
RBI Holds Repo Rate at 5.25% as India’s Growth Outlook Strengthens After U.S. Trade Deal 
U.S.-India Trade Framework Signals Major Shift in Tariffs, Energy, and Supply Chains 
U.S. Stock Futures Slide as Tech Rout Deepens on Amazon Capex Shock 
Gold Prices Slide Below $5,000 as Strong Dollar and Central Bank Outlook Weigh on Metals 
Vietnam’s Trade Surplus With US Jumps as Exports Surge and China Imports Hit Record 
Global Markets Slide as AI, Crypto, and Precious Metals Face Heightened Volatility 
Japan Economy Poised for Q4 2025 Growth as Investment and Consumption Hold Firm 
Silver Prices Plunge in Asian Trade as Dollar Strength Triggers Fresh Precious Metals Sell-Off 
South Korea’s Weak Won Struggles as Retail Investors Pour Money Into U.S. Stocks 
Trump Lifts 25% Tariff on Indian Goods in Strategic U.S.–India Trade and Energy Deal 
Singapore Budget 2026 Set for Fiscal Prudence as Growth Remains Resilient 
Gold and Silver Prices Slide as Dollar Strength and Easing Tensions Weigh on Metals 
Dow Hits 50,000 as U.S. Stocks Stage Strong Rebound Amid AI Volatility 
India–U.S. Interim Trade Pact Cuts Auto Tariffs but Leaves Tesla Out 
Japanese Pharmaceutical Stocks Slide as TrumpRx.gov Launch Sparks Market Concerns 
Gold’s remarkable ascent continues, marking nearly 50 all-time highs this year and cementing its position as the standout performer in global markets. Analysts at RBC Capital Markets attribute the metal’s sustained rally not only to favorable macroeconomic conditions but to a deeper “compounding uncertainty” driving investors toward safety. This persistent unease, fueled by global instability, has elevated gold’s role as a hedge, safe haven, and portfolio diversifier.
According to RBC strategist Christopher Louney, ongoing fears surrounding a potential U.S. government shutdown, U.S.-China trade friction, Federal Reserve independence, inflation, and fiscal strain have all contributed to gold’s rising demand. Even minor portfolio shifts from bonds and equities can significantly impact gold prices, given the metal’s sensitivity to global asset flows.
RBC’s revised projections now place gold’s middle-case scenario at $4,227 per ounce in Q4 2025 and $4,427 in 2026, with an upper target near $5,108. The firm notes that this rally, now roughly 700 days long, remains shorter than historical bull runs that extended beyond 1,000 days—implying more upside potential ahead.
Investor positioning still appears moderate, with gold-backed ETP holdings below record highs and managed money positions showing room for growth. Notably, institutional investors are now considering increasing gold allocations from the traditional 5% to as much as 10%. Meanwhile, central banks continue to reinforce demand, expected to purchase over 850 tons of gold this year, emphasizing gold’s strategic importance as a reserve asset.
While high prices could dampen consumer demand in India and China, cultural affinity and bullish sentiment are expected to sustain buying interest. RBC foresees only a brief consolidation phase unless global uncertainty sharply declines—an outcome they deem unlikely. For now, gold remains buoyant, floating confidently atop waves of global anxiety.
