Gold
$GLDAs of 28 September 2026, 29 tracked analysts hold a current view on Gold: 21 Analysts Bullish · 1 Analyst Neutral · 7 Analysts Bearish. Every view links to the analyst's own post or video moment.
Catch-Up
Generated 08:00 ET
Gold’s near-term setup is under pressure from a stronger dollar, rising yields and technical damage in $GLD, with some expecting fresh contract lows if the breakdown extends. The longer-horizon case remains constructive, but it rests on a different macro outcome: fiscal and inflation stress, financial repression, easier policy and a weaker dollar. The key tension is whether the current bond-market selloff keeps forcing liquidation, or eventually becomes the catalyst for gold.
A daily catch-up of talking heads, in fifteen minutes.
Sentiment Graph
Analyst Views on Gold
Gold’s selloff from rising bond yields is misguided because inflation will outpace interest rates, driving real rates lower.
Gold remains in a secular bull market expected to peak between $6,000 and $7,000 per ounce, a long-standing forecast rather than a fresh call.
Gold remains a long-standing bullish position because it protects portfolios against financial repression rather than representing a fresh call.
Gold should run as a bull steepener lowers the dollar and short rates, releasing liquidity once oil, rates, and currency hedging pressures ease.
Gold should surge under a zero-rate policy framework, followed by revaluation of official US holdings at a much higher price.
Gold could enter another strong rally with even modest Western buying, supported by record Chinese bullion imports amid geopolitical tensions and weak local asset returns.
Gold would rise if the fragile China truce breaks down or an AI-enabled security failure triggers a broader risk shock.
Gold has rebounded from $4,000 support, with global liquidity and rising demand potentially driving prices to $5,000 or higher in coming months.
Precious metals offer the only reliable refuge as private-credit defaults, bankruptcies, and broader credit-market stress intensify under high interest rates.
Gold should stay supported by deglobalization, central-bank buying, tariff pressure, and persistent concerns that monetary policy could become excessively easy.
Gold’s long-term Fibonacci extensions, measured from the 1979 and 2011 peaks, indicate an upside path toward prices above $7,000.
Gold benefits as policymakers risk allowing inflationary pressures to pervade the economy rather than delivering sufficient monetary tightening.
Gold has recovered on dollar weakness as softer economic data reduced rate-hike odds, though futures have not yet broken their downtrend.
Diesel prices are set to remain exceptionally expensive if disrupted Middle Eastern flows, restricted Russian exports, and weak Chinese exports persist into seasonal demand.
Gold has reached a three-month high as the debasement trade returns alongside expanded long-dated Treasury buybacks, reviving fiscal-policy and dollar-credibility concerns.
Gold is positive as a long-duration asset, with investor value extending beyond seven years supporting a structural constructive outlook.
$GLD call buying has surged over the last few weeks as gold approaches January highs reached when it broke $5,000.
Gold has continued its rebound in morning trading, topping $4,600 per ounce amid notable market price moves across the session.
Gold has broken above its 200-day moving average, reinforcing a near-term bullish technical setup amid the administration's “Golden Age” messaging.
Gold should continue attracting demand as China expands liquidity to manage domestic debt, with Chinese monetary conditions increasingly setting global gold pricing.
Gold remains favored on a long-term basis despite its pullback, though incremental additions warrant patience until resistance near prior volume-weighted entry areas clears.
Gold’s current setup is unfavorable, signaling near-term downside risk and a deteriorating technical backdrop rather than a constructive bullish one.
Gold is declining as the Quad 2 setup combines dollar strength with higher rates and weaker precious metals pricing globally.
Gold’s running wedge swing-trade sell signal overnight should push prices to new contract lows, extending the immediate downside move in the metal.
$GLD looks vulnerable after breaking below its 50-day moving average, with a drop below 388 to 390 signaling a negative breakdown.
Gold would be liquidated for dollar exposure in a severe 8% 10-year yield scenario, leaving no asset class performing well.
Gold is still trading as though higher rates are negative, with the current tone remaining lower gold until price action signals a change.
Gold is expected to decline over the near term, with long bonds and US stocks also projected to weaken materially.
Gold volatility is expected to diminish as price trades around volume-weighted average price anchors after pronounced reactions at those technical levels.
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Direction By Day
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| Danielle Dimartino Booth | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | · | · | · | · | · | · | · |
| Darius Dale | · | · | · | · | · | · | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ |
| David Keller | ▼ | ▼ | ▼ | ■ | ■ | ■ | ■ | ▼ | ▲ | ▲ | ▼ | ▼ | ▼ | ▼ |
| David Woo | · | · | · | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | · | · | · | · |
| Jason Shapiro | ▼ | · | · | · | · | · | · | · | · | · | · | · | · | · |
| Jim Bianco | ▲ | ▲ | · | · | · | · | · | · | · | · | · | · | · | · |
| Julien Bittel | · | · | · | · | · | · | · | · | · | · | ▲ | ▲ | ▲ | ▲ |
| Jurrien Timmer | · | · | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | · | · | · | · | · |
| Keith Mccullough | · | · | · | · | · | · | · | ▼ | ▼ | ▼ | ▼ | ▼ | · | ▼ |
| Lance Roberts | · | ■ | ■ | ■ | ■ | ■ | · | · | · | · | ▼ | ▼ | ▼ | ▼ |
| Luke Gromen | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ |
| Peter Boockvar | · | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | · |
| Peter Brandt | · | · | · | · | · | · | · | · | · | · | · | · | · | ▼ |
| Peter Schiff | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ |
| Steve Hanke | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | · | · | · |
Sentiment Heatmap
| 15 SEP | 16 SEP | 17 SEP | 18 SEP | 19 SEP | 20 SEP | 21 SEP | 22 SEP | 23 SEP | 24 SEP | 25 SEP | 26 SEP | 27 SEP | 28 SEP | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Danielle Dimartino Booth | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | · | · | · | · | · | · | · |
| Darius Dale | · | · | · | · | · | · | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ |
| David Keller | ▼ | ▼ | ▼ | ■ | ■ | ■ | ■ | ▼ | ▲ | ▲ | ▼ | ▼ | ▼ | ▼ |
| David Woo | · | · | · | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | · | · | · | · |
| Jason Shapiro | ▼ | · | · | · | · | · | · | · | · | · | · | · | · | · |
| Jim Bianco | ▲ | ▲ | · | · | · | · | · | · | · | · | · | · | · | · |
| Julien Bittel | · | · | · | · | · | · | · | · | · | · | ▲ | ▲ | ▲ | ▲ |
| Jurrien Timmer | · | · | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | · | · | · | · | · |
| Keith Mccullough | · | · | · | · | · | · | · | ▼ | ▼ | ▼ | ▼ | ▼ | · | ▼ |
| Lance Roberts | · | ■ | ■ | ■ | ■ | ■ | · | · | · | · | ▼ | ▼ | ▼ | ▼ |
| Luke Gromen | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ |
| Peter Boockvar | · | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | · |
| Peter Brandt | · | · | · | · | · | · | · | · | · | · | · | · | · | ▼ |
| Peter Schiff | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ |
| Steve Hanke | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | · | · | · |