Gold notes these historical as renewed days of waiting types in the US, and its rally can be extended with intensity, if at the constant speed of types of independence of the federal reserve system remains in question. Goldman Sachs estimated that the Fed Independence Damage could force investors to translate their US treasures toward gold and increase metal by about 40% and rub $ 5,000 in the mid -2026.
“The scenario that damaged the Fed Independence will probably lead to greater inflation, at lower stock prices and prolonged bonds, as well as to erosion of the dollar status as a reserve currency,” the investment bank is in the note. “On the other hand, gold is a reserve of importance that is independent of institutional trust,” they added.
Goldman Sachs describes a number of possible results for metal in the middle -2026. The planned rebound base is $ 4,000. However, the displacement of just 1% of the US market for gold in search of asylum already increases the estimation of the cost of metal $ 5,000.
“We believe that if 1% of the US treasures in private hands moved to gold, the price of gold will rise to almost $ 5,000, believing that everything else will remain permanent,” the analysts says. “As a result, gold remains our tougher recommendation to buy as part of the raw material.”
Gold has become one of the highest raw materials this year, increasing more than 30% and reached a record over $ 3,500 on Wednesday. The advance was due to the increase in the central banks and the rates, which the Fed will soon begin to reduce the types, the rest of the bonds and the attractiveness of both shelter and inflation. In addition, in recent weeks the fear of deterioration of the Fed’s independence has intensified, especially after the dismissal of Lisa Cook’s governor. To this, doubt is added what the tariff application may be effective after the federal judge canceled them partially and thus is at risk of great income, which should reduce the deficiency.
As the author’s problems intensified, the first figures at the level of world markets expressed concern about the possible consequences. Among them, the President of the European Central Bank, Christina Lagard, said the loss of independence of the Fed would mean a “serious danger” for the world.
