Consolidation Paves Way for Record Highs? Bank of America Sees Gold on Track for $6000, with Tariffs and Fed Uncertainty as Catalysts

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Bank of America Global Research stated in a report on Thursday that the price of gold is expected to surpass the historic level of $6,000 per ounce within the next 12 months. Uncertainty stemming from the upcoming leadership transition at the Federal Reserve, combined with economic risks triggered by US tariff policies, is prompting increased capital flows into the gold market. However, the bank also acknowledged that gold prices could face short-term headwinds as investors require time to adjust to higher price levels. The report indicated that the pace of investor accumulation in gold has already slowed, "therefore, we anticipate gold may experience a phase of weakness before spring. Nevertheless, due to renewed tariff uncertainty, this consolidation period is likely to be relatively brief." Regarding silver, Bank of America analysts maintained a relatively cautious stance. They stated that silver's "price action is more complex, and we are concerned prices could correct further in the near term," but also did not rule out the possibility of silver returning to $100 per ounce. On Thursday, as a third round of nuclear talks between the US and Iran commenced in Geneva, investors adopted a wait-and-see approach, leading to a slight decline in gold futures, while silver ended a previous seven-session winning streak. As of Friday, spot gold was up 0.17% at $5,194.01 per ounce, and spot silver was up 1.80% at $89.8895 per ounce. Razan Hilal, an analyst at Forex.com, noted in a report: "This week, gold and silver attempted to break through resistance levels at $5,200 and $90, respectively, but failed to sustain the rallies. The risk of a pullback for both metals increases if a geopolitical agreement is reached in the short term."

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