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2025 is a golden year for precious metal bullies. With the exception of May and June, gold has grown every month, accumulating so far 36%. For example, in March, the monthly one touched in advance 10%.
The magnitude of this series puts gold is much higher than the Wall Rate performance: S&P 500 wins 10.5% and NASDAQ 100 12.4%. Respectable figures, but pale before the yellow fever that lives the golden market.
Favorite shelter
The rebound is not explained by the boom in industrial demand or the sudden lack of supply. In fact, gold again shone for the usual reasons: economic uncertainty, geopolitical tension and expectation of decrease in the US.
For many investors, metal is still the most reliable shelter during doubt. The central banks also contributed, accumulating reservations and pushing the price.
Calm before the data
The market attention in September was set in three key activities: the employment report in the US, the decision of the Federal Reserve on the 17th and the large end of the derivatives on the 19th. The bags are still stable, but the surprise on any of these fronts can shake the board.
In this context, some operators warn the risk of “selling good news”: the fact that the market, which is already confident in the fee, uses confirmation as justification to make a profit and cause correction.
Does the golden correction go?
Analysts believe that a significant drop in gold will only be possible if a strong correction will occur on Wall. In this scenario, great funds would sell some of their gold positions to cover the losses in their portfolios in the stock market.
But even one correction would open another window: central banks and specialized investors buy again, taking advantage of price decline.
Verdict
Gold lives exceptional 2025, and though nothing goes forever, its appeal as an asset of the shelter remains intact. The great unknown is whether the stability of the American bags will hold enough to hold a gold party, or if, on the way, the stock market will push precious metal to the respite before the new leap.
Dirk friczewsky, Activity.
Legal notice: Operational or financial instruments negotiations entails a high risk of losing its money. The information is provided only for educational purposes and should not be perceived as an investment council. Therefore, everyone who makes an investment decision based on the information provided does so at their own risk.
