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By ion of yauregui – Analyst Activity.
The gold is again at the Financial discussion center. Through the years consolidated as a shelter and Little Studied Catalyst could open the door to an unprecedented bull cycle: The official reassessment of the US stock.
Hidden catalyst
Washington Mantienne 261.5 million. Three ounces In the official reservations that are evaluated in books to just 42.22 dollars per ounceTotal some some 11 000 million USD. The problem is that on the gold market around 3,500 US dollars per ounceThe boundless gap between accounting and reality.
Some legislators such as the senator Cinthi LumisThey stated that the treasure had updated this price. Impact would be enormous: it would be presented next to 3% of American GDPThe amount that can be used to reduce the deficit, the depreciation of public debt or even the financing of the strategic fund related to bitcoin stocks.
Global consequences
Realized this caliber enhances the monetary role of gold and, at the same time, release financial resources. However it also had a similar effect on indirect monetary injectionDollar weakening into gold and other currencies.
The movement may cause a The impact of dominoes on other central banksForced to set up their reserves and increase demand for metal as a strategic asset. The trend already exists: in 2024 gold purchases exceeded 1000 tons for the third year in a rowAnd in 2025 the appetite remains firm.
Spanish lesson
History also has its irony. Under government Jose Luis Rodriguez is a boperThe Bank of Spain is sold between 2005 and 2007 242 tons of goldAlmost half of his reservations, at the average price that gets today. These sales received exactly 3.5 billion USD. If they kept, more than 27 000 million USD.
Now Spain supports some 281 tonsrevered in some 31.6 billion USD At market prices, but without appropriate purchases since then, unlike other central banks that enhance positions.
Perspective for investors
If the US took a step, it would be one of the largest catalysts for the decades, consolidated Financial risk of North AmericaThe dollar erosion as a reserve currency and geopolitical tension.
For the investor, the conclusion is clear: support Strategic exposure to gold – At the same time in physical, ETF, backed by metal, mining – anxiety or hybrid tools – charges more relevance than if – no.
Technical aspect
In the short term gold remains higher 3,500 US dollarsAfter the rally in August. The market shows signs of consolidation, with resistance to $ 3,578 Y $ 3,600and direct support in $ 3.510 Y 3,499 USA. The RSI indicator suggests more that the sales that can open the space for the technical rebound.
Even with a short -post -volatility, the background trend remains haunting.
Back to the gold standard?
In addition to graphics, the discussion is political and monetary. A possible official reassessment in the US would open a scenario that many interpret as a step to a New cash orderWhere gold will stop being just a shelter to overcome the structural role in the international financial system.
Europe, and, in particular, Spain after their decision on the sale of gold in the past, would have to revise their position if they want to be agreed with this trend.
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.
