KohKohKrunch
2025-12-15

For: Gold Target $5000? New Highs Coming?

Title: Gold $5,000? The Macro Setup Says It's Plausible, But Silver is the High-Beta Play.

The institutional $5,000 gold target for 2026 isn't fantasy—it's a direct function of the debasement trade and central bank policy divergence.

Why $5,000 is in the realm of possibility:

1. Monetary Fatigue: Global central banks, led by the Fed, are pivoting to rate cuts despite elevated inflation. This is a recipe for negative real yields—rocket fuel for gold.

2. Geopolitical & Election Hedging: Persistent global conflicts and a major U.S. election year in 2026 will drive safe-haven demand.

3. Central Bank Buying: The relentless, non-profit-driven accumulation by BRICS+ nations creates a permanent bid under the market.

Gold vs. Silver:

I'm more bullish on silver in the near term. It's playing catch-up and is the high-beta, "poor man's gold" trade. Its surge reflects:

· Monetary Metal Properties: Catching the gold tailwind.

· Industrial Demand: Critical for solar panels, EVs, and electronics—a direct play on the green energy transition.

Silver's breakout to new highs is technically significant and suggests this rally has legs.

Year-End Outlook: Gold can certainly retest its prior highs by year-end as momentum builds. The path to $5,000 is a 2026 story, contingent on a sustained decline in the USD and real yields. Accumulate on dips.

Silver Freefall! A Healthy Reset or End of Squeeze?
Spot Silver loses 5% before the market open. Citigroup expects silver to likely avoid U.S. tariffs, which could encourage metal outflows from U.S. warehouses and relieve global tightness. After a months-long security review, the Trump administration paused broad tariffs on key minerals, including silver and platinum, opting for bilateral talks. Wall Street remains constructive mid-term, citing supply deficits, industrial demand, and gold spillover. With tariff risk easing, is silver’s pullback a healthy reset or the end of the squeeze?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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