While there is much discussion

While there is much discussion around commodity responses to geopolitical impacts in the near-term, the long-term should be the real focus.

Unravelling detrimental impacts from the current administration will take far longer to achieve than it did to inflict, future administrations left to fix damage both reputational and economic.

Commodities, such as gold will remain attractive as a hedge against future uncertainties and global pressures resulting from the current environment.

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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