Gold’s Resilience: Why $3,000/oz Is Here to Stay

Gold’s Resilience: Why $3,000/oz Is Here to Stay

Market Outlook – Despite some recent consolidation, global sentiment continues to tilt heavily toward gold as the ultimate safe‑haven asset. A Reuters poll of 40 analysts and traders finds overwhelming support for gold prices remaining firmly above $3,000 per ounce through 2025, citing deepening global trade frictions and rising fiscal risks as core drivers.

Forecasts and Projections

2025 – $3,220/oz Median Price Forecast (up from $3,065)
2026 – $3,400/oz Median Price Forecast (up from $3,000)

Some analysts, including David Russell of GoldCore, see a path to $4,000/oz by end‑2026, if U.S. fiscal conditions worsen further—particularly as legislation boosting U.S. debt moves forward.

Flight to Safety in Full Swing

The ongoing U.S.–China trade conflict and fiscal expansion in Washington are fueling a persistent shift toward safe assets, with gold benefitting overwhelmingly
Reuters.

Nearly 40% of central banks now cite geopolitical risk as a key reason to pile into gold reserves. China has added to its holdings for eight straight months, part of a broader move to reduce dependence on the U.S. dollar.

What’s Behind Recent Price Moves

While short‑term price action has paused, analysts suggest this is likely consolidation, not a reversal. The underlying drivers remain intact, keeping the longer‑term trajectory elevated

Key Takeaways for Bullion Investors

Strong Support Above $3,000: 2025 forecasts center around $3,220/oz, with a robust consensus that prices stay well above the $3,000 threshold.

Upside Potential: With fiscal imbalances and trade tensions unresolved, markets are eyeing $3,400/oz in 2026—and even $4,000/oz if conditions deteriorate.

Central Banks Are Anchors: Ongoing reserve diversification continues to underpin demand.

Strategic Positioning: For long-term investors, current levels reflect justified safe-haven demand rather than speculative excess.

What Bullion Club Clients Should Know

Market environment: Tarrifs, fiscal expansion, and geopolitical risk remain elevated. These trends are not slowing—making gold a critical hedge.

Portfolio planning: Investors might consider accumulating in tranches near current levels, anticipating further upside over the next year.

Watch the triggers: Key catalysts include U.S. debt developments, new tariff rounds, and central bank moves—especially from major buyers like China.

In Summary

The July 28, 2025 Reuters poll confirms what many in the markets already sense: gold’s role as a crisis hedge remains potent. With firm expectations around $3,220 in 2025 and rising, plus upside into 2026, gold continues to shine as both shield and opportunity in uncertain times.