Silver’s outperformance makes

2025-12-04

Silver’s outperformance makes sense in a bull market because it moves faster than gold during strong risk-on periods. Industrial demand (especially solar and electronics) gives silver an extra push. As long as liquidity stays high and inflation expectations remain elevated, silver can continue to outperform. But if macro conditions cool or markets turn defensive, gold usually becomes the stronger asset again.

Goldman Upside Alert: Could Gold Reclaim $5,400 This Year?

Goldman Sachs says its $5,400/oz gold target for December 2026 now carries meaningful upside risk, arguing January’s violent gold–silver swings were driven by Western capital flows, not Asian speculation. The bank highlights tight London liquidity in silver, structurally rising central-bank demand, and limited speculative positioning as signs this rally isn’t a bubble. With reserve diversification away from the dollar accelerating, Goldman is promoting an upgraded “stocks + gold” barbell, favoring precious metals over bonds as the primary hedge. Is gold being repriced for a post-dollar world?

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