Updated
Updated · South China Morning Post · Aug 25
Gold Hits $4,698 on Treasury Buy-Backs as Banks Lift Targets Toward $5,000
Updated
Updated · South China Morning Post · Aug 25

Gold Hits $4,698 on Treasury Buy-Backs as Banks Lift Targets Toward $5,000

3 articles · Updated · South China Morning Post · Aug 25

Summary

  • $4,698 an ounce marked a three-month high for gold on Tuesday, extending last week’s 5.1% jump after the Treasury expanded repurchases of long-dated bonds.
  • Bessent said the buy-back program would likely exceed $4 billion, reviving worries about Washington’s fiscal strain and dollar debasement that tend to boost gold’s appeal.
  • Morgan Stanley now sees gold at $5,000 by 2027, while Citigroup lifted its three-month target to $4,800 from $4,500 and ING warned of further upside this year.
  • Jackson Hole is the next catalyst: a dovish signal from Fed Chair Kevin Warsh could add support to bullion, which typically benefits when interest-rate expectations fall.

Insights

With gold surging to historic highs, could a surprise hawkish pivot at Jackson Hole suddenly shatter this unprecedented precious metals rally?
Why are global central banks quietly hoarding gold at record levels despite stabilizing bond yields and shifting monetary policies?
As AI and green tech drain inelastic silver supplies, is the market on the brink of an unstoppable industrial squeeze?