Tariffs, Trump & Treasuries: Why $4,000 Gold Isn’t Crazy
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$4,000 is coming
JPM on gold: "Tariff-driven recession and stagflation risks are forecasted to continue to supercharge gold’s structural bull run. We now see gold prices reaching an average of $3,675/oz by 4Q25 on the way towards above $4,000/oz by 2Q26...Moreover, we still think risks are skewed towards an earlier overshoot of these forecasts if demand continues to surprise our expectations". Chart shows gold is still tiny from an asset allocation point of view.
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