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Gold Could Hit $3,000 Soon and $4,000 in 2026, This Market Pro Says. Here's Why

Yardeni: Inflation, tariffs, plus countries accumulating gold as a haven from U.S. sanctions.S&P 500 to reach 7,000 by year-end. Overweight the Information Technology, Communication Services, Industri

Gold Could Hit $3,000 Soon and $4,000 in 2026, This Market Pro Says. Here's Why

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":402128936997552,"tweetId":"402128936997552","gmtCreate":1739203605975,"gmtModify":1739203608853,"author":{"id":3585981947031986,"idStr":"3585981947031986","authorId":3585981947031986,"authorIdStr":"3585981947031986","name":"RO8","avatar":"https://static.tigerbbs.com/1f744cb66900b3865c3ed1da7364ddce","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.07%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":32,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>Great article, would you like to share it?</body></html>","htmlText":"<html><head></head><body>Great article, would you like to share it?</body></html>","text":"Great article, would you like to share it?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/402128936997552","repostId":2510086135,"repostType":4,"repost":{"id":"2510086135","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1739203098,"share":"https://ttm.financial/m/news/2510086135?lang=en_US&edition=fundamental","pubTime":"2025-02-10 23:58","market":"other","language":"en","title":"Gold Could Hit $3,000 Soon and $4,000 in 2026, This Market Pro Says. Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2510086135","media":"Dow Jones","summary":"Yardeni: Inflation, tariffs, plus countries accumulating gold as a haven from U.S. sanctions.S&P 500 to reach 7,000 by year-end. Overweight the Information Technology, Communication Services, Industri","content":"<html><head></head><body><p>Yardeni: Inflation, tariffs, plus countries accumulating gold as a haven from U.S. sanctions.</p><p>S&amp;P 500 to reach 7,000 by year-end. Overweight the Information Technology, Communication Services, Industrials, and Financials sectors.</p><p>The major U.S. stock market indexes are up since Election Day, despite recent turbulence caused by DeepSeek and Trump Tariffs 2.0. The former is weighing on the shares of AI companies. However, cloud giants Amazon.com, Microsoft, and Alphabet&#39;s Google remain committed to spending record sums this year to build out their AI capacity. Asked last week about the AI cost efficiencies represented by DeepSeek&#39;s widely followed advances, Amazon CEO Andy Jassy echoed the sentiments of other tech leaders in saying that he expects the trend to increase overall AI demand.</p><p>Trump Tariffs 2.0 hit the U.S. stock market hard on Feb 7. after President Trump said he plans to announce reciprocal tariffs on many countries this week - a major escalation of his offensive to tear up and reshape global trade relationships in America&#39;s favor.</p><p>We view this as a positive development, given that Trump previously planned to impose a uniform 10%-20% tariff on all U.S. imports. The reciprocal approach leaves plenty of room for the U.S. to negotiate tariff cuts with each of America&#39;s trading partners separately. They&#39;re Trump&#39;s &#34;art of the tariff&#34; deals.</p><p>Trump&#39;s reciprocal tariff threat also spooked the U.S. bond market last Friday. That&#39;s because higher tariffs would cause at least a one-time spike in consumer prices, which might trigger a renewed inflation cycle. Another possible reason for the backup in the bond yield is that the bond &#34;vigilantes&#34; figure that Trump&#39;s reciprocal approach to tariffs suggests that he may be abandoning the idea of a uniform tariff aimed at raising revenues.</p><p>Here&#39;s more:</p><p>1. Expected inflation: Exacerbating Friday&#39;s stock- and bond-market selloffs was news that the one-year expected inflation rate jumped to 4.3% this month from 3.3% in January, according to the University of Michigan&#39;s latest consumer survey. The interviews for the survey concluded on Feb. 4, just days after the Trump administration announced 25% tariffs on Mexico and Canada, which were quickly delayed by 30 days. But Trump slapped an extra 10% duty on Chinese goods, which was met immediately with retaliation by China.</p><p>The jump in expected inflation reduces the likelihood that the Fed will be cutting the federal-funds rate again soon. For now, we remain in the none-and-done camp in 2025 regarding Fed rate cuts.</p><p>2. Gold: On Friday, the price of an ounce of gold (GC00) soared to another record high on the tariff news. This may be helping to pull the price of copper (HG00) higher, which might also be attributable to increased spending on data centers. We don&#39;t think this development reflects an improvement in China&#39;s economy.</p><p>The price of gold is likely to hit $3,000 soon and perhaps $4,000 in 2026 as the central banks of China continue to accumulate it as a haven from U.S. sanctions. They&#39;ve been doing so since the U.S. froze the international reserves of Russia when it invaded Ukraine in early 2022.</p><p>China&#39;s weak economy might explain why China&#39;s response to Trump&#39;s 10% tariff has been relatively muted so far.</p><p>3. Copper: Also raising doubts that copper is signaling an improvement in China&#39;s economy is the renewed drop in the Chinese government&#39;s 10-year bond yield back down to its recent record low. China&#39;s weak economy might explain why China&#39;s response to Trump&#39;s 10% tariff has been relatively muted so far.</p><p>4. Bitcoin: Tariff turmoil is boosting uncertainty and can explain some of the recent strength in the price of gold. Increased risk has recently weighed on the stock market, especially the riskiest segment such as the TQQQ TQQQ. Bitcoin (BTCUSD) has also underperformed gold lately. The former is a risk-on play; the latter is a risk-off haven.</p><p>5. Bottom line: We expect the S&amp;P 500 might remain choppy through midyear before resuming its climb in record-high territory to 7,000 by the end of this year. We still favor overweighting the information technology, communication service, industrial and financial sectors. In particular, the financial sectors of the S&amp;P 500 MidCap 400 MID, and SmallCap 600 SML indexes all are likely to outperform all the other sectors as long as Trump Tariff 2.0 turmoil persists.</p><p>Ed Yardeni is president of Yardeni Research Inc., a provider of global investment strategy and asset-allocation analyses and recommendations. Eric Wallerstein is Yardeni Research&#39;s chief markets strategist. This article is excerpted from Yardeni Research&#39;s &#34;Market Call&#34; for Feb. 8, 2025 - &#34;Choppy Waters.&#34; Individual investors can read Yardeni Research reports here. Follow Yardeni on LinkedIn and his LinkedIn Blog.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gold Could Hit $3,000 Soon and $4,000 in 2026, This Market Pro Says. 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Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-10 23:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Yardeni: Inflation, tariffs, plus countries accumulating gold as a haven from U.S. sanctions.</p><p>S&amp;P 500 to reach 7,000 by year-end. Overweight the Information Technology, Communication Services, Industrials, and Financials sectors.</p><p>The major U.S. stock market indexes are up since Election Day, despite recent turbulence caused by DeepSeek and Trump Tariffs 2.0. The former is weighing on the shares of AI companies. However, cloud giants Amazon.com, Microsoft, and Alphabet&#39;s Google remain committed to spending record sums this year to build out their AI capacity. Asked last week about the AI cost efficiencies represented by DeepSeek&#39;s widely followed advances, Amazon CEO Andy Jassy echoed the sentiments of other tech leaders in saying that he expects the trend to increase overall AI demand.</p><p>Trump Tariffs 2.0 hit the U.S. stock market hard on Feb 7. after President Trump said he plans to announce reciprocal tariffs on many countries this week - a major escalation of his offensive to tear up and reshape global trade relationships in America&#39;s favor.</p><p>We view this as a positive development, given that Trump previously planned to impose a uniform 10%-20% tariff on all U.S. imports. The reciprocal approach leaves plenty of room for the U.S. to negotiate tariff cuts with each of America&#39;s trading partners separately. They&#39;re Trump&#39;s &#34;art of the tariff&#34; deals.</p><p>Trump&#39;s reciprocal tariff threat also spooked the U.S. bond market last Friday. That&#39;s because higher tariffs would cause at least a one-time spike in consumer prices, which might trigger a renewed inflation cycle. Another possible reason for the backup in the bond yield is that the bond &#34;vigilantes&#34; figure that Trump&#39;s reciprocal approach to tariffs suggests that he may be abandoning the idea of a uniform tariff aimed at raising revenues.</p><p>Here&#39;s more:</p><p>1. Expected inflation: Exacerbating Friday&#39;s stock- and bond-market selloffs was news that the one-year expected inflation rate jumped to 4.3% this month from 3.3% in January, according to the University of Michigan&#39;s latest consumer survey. The interviews for the survey concluded on Feb. 4, just days after the Trump administration announced 25% tariffs on Mexico and Canada, which were quickly delayed by 30 days. But Trump slapped an extra 10% duty on Chinese goods, which was met immediately with retaliation by China.</p><p>The jump in expected inflation reduces the likelihood that the Fed will be cutting the federal-funds rate again soon. For now, we remain in the none-and-done camp in 2025 regarding Fed rate cuts.</p><p>2. Gold: On Friday, the price of an ounce of gold (GC00) soared to another record high on the tariff news. This may be helping to pull the price of copper (HG00) higher, which might also be attributable to increased spending on data centers. We don&#39;t think this development reflects an improvement in China&#39;s economy.</p><p>The price of gold is likely to hit $3,000 soon and perhaps $4,000 in 2026 as the central banks of China continue to accumulate it as a haven from U.S. sanctions. They&#39;ve been doing so since the U.S. froze the international reserves of Russia when it invaded Ukraine in early 2022.</p><p>China&#39;s weak economy might explain why China&#39;s response to Trump&#39;s 10% tariff has been relatively muted so far.</p><p>3. Copper: Also raising doubts that copper is signaling an improvement in China&#39;s economy is the renewed drop in the Chinese government&#39;s 10-year bond yield back down to its recent record low. China&#39;s weak economy might explain why China&#39;s response to Trump&#39;s 10% tariff has been relatively muted so far.</p><p>4. Bitcoin: Tariff turmoil is boosting uncertainty and can explain some of the recent strength in the price of gold. Increased risk has recently weighed on the stock market, especially the riskiest segment such as the TQQQ TQQQ. Bitcoin (BTCUSD) has also underperformed gold lately. The former is a risk-on play; the latter is a risk-off haven.</p><p>5. Bottom line: We expect the S&amp;P 500 might remain choppy through midyear before resuming its climb in record-high territory to 7,000 by the end of this year. We still favor overweighting the information technology, communication service, industrial and financial sectors. In particular, the financial sectors of the S&amp;P 500 MidCap 400 MID, and SmallCap 600 SML indexes all are likely to outperform all the other sectors as long as Trump Tariff 2.0 turmoil persists.</p><p>Ed Yardeni is president of Yardeni Research Inc., a provider of global investment strategy and asset-allocation analyses and recommendations. Eric Wallerstein is Yardeni Research&#39;s chief markets strategist. This article is excerpted from Yardeni Research&#39;s &#34;Market Call&#34; for Feb. 8, 2025 - &#34;Choppy Waters.&#34; Individual investors can read Yardeni Research reports here. Follow Yardeni on LinkedIn and his LinkedIn Blog.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UGL":"2倍做多黄金ETF-ProShares","GORO":"黄金资源","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","RING":"iShares MSCI Global Gold Miners ETF","AEM":"伊格尔矿业","GLDM":"SPDR Gold MiniShares Trust","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SGOL":"Abrdn Gold ETF Trust","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","NUGT":"二倍做多黄金矿业指数ETF-Direxion","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","VGZ":"Vista Gold Corp","EQX":"EQUINOX GOLD CORP","CDE":"科尔黛伦矿业","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","BK4574":"无人驾驶","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","IAU":"黄金信托ETF-iShares","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","SAND":"沙尘暴黄金","FGLD":"Franklin Responsibly Sourced Gold ETF","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","HL":"赫克拉矿业","GDX":"黄金矿业ETF-VanEck","DUST":"二倍做空黄金矿业指数ETF-Direxion","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","USAU":"美国黄金公司","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","KGC":"金罗斯黄金","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","OUNZ":"VanEck Merk黄金股票基金","IAUM":"ISHARES GOLD TRUST MICRO","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","EGO":"埃氏金业","GDXJ":"小型黄金矿业ETF(Market Vectors)","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","RGLD":"皇家黄金","GFI":"金田","HMY":"哈莫尼黄金","GLL":"2倍做空黄金ETF-ProShares","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","GOLD":"Gold.com","NEM":"纽曼矿业","GDXU":"MicroSectors Gold Miners 3x Leveraged ETN","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","AAAU":"Goldman Sachs Physical Gold ETF","GLD":"黄金ETF-SPDR","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510086135","content_text":"Yardeni: Inflation, tariffs, plus countries accumulating gold as a haven from U.S. sanctions.S&P 500 to reach 7,000 by year-end. Overweight the Information Technology, Communication Services, Industrials, and Financials sectors.The major U.S. stock market indexes are up since Election Day, despite recent turbulence caused by DeepSeek and Trump Tariffs 2.0. The former is weighing on the shares of AI companies. However, cloud giants Amazon.com, Microsoft, and Alphabet's Google remain committed to spending record sums this year to build out their AI capacity. Asked last week about the AI cost efficiencies represented by DeepSeek's widely followed advances, Amazon CEO Andy Jassy echoed the sentiments of other tech leaders in saying that he expects the trend to increase overall AI demand.Trump Tariffs 2.0 hit the U.S. stock market hard on Feb 7. after President Trump said he plans to announce reciprocal tariffs on many countries this week - a major escalation of his offensive to tear up and reshape global trade relationships in America's favor.We view this as a positive development, given that Trump previously planned to impose a uniform 10%-20% tariff on all U.S. imports. The reciprocal approach leaves plenty of room for the U.S. to negotiate tariff cuts with each of America's trading partners separately. They're Trump's \"art of the tariff\" deals.Trump's reciprocal tariff threat also spooked the U.S. bond market last Friday. That's because higher tariffs would cause at least a one-time spike in consumer prices, which might trigger a renewed inflation cycle. Another possible reason for the backup in the bond yield is that the bond \"vigilantes\" figure that Trump's reciprocal approach to tariffs suggests that he may be abandoning the idea of a uniform tariff aimed at raising revenues.Here's more:1. Expected inflation: Exacerbating Friday's stock- and bond-market selloffs was news that the one-year expected inflation rate jumped to 4.3% this month from 3.3% in January, according to the University of Michigan's latest consumer survey. The interviews for the survey concluded on Feb. 4, just days after the Trump administration announced 25% tariffs on Mexico and Canada, which were quickly delayed by 30 days. But Trump slapped an extra 10% duty on Chinese goods, which was met immediately with retaliation by China.The jump in expected inflation reduces the likelihood that the Fed will be cutting the federal-funds rate again soon. For now, we remain in the none-and-done camp in 2025 regarding Fed rate cuts.2. Gold: On Friday, the price of an ounce of gold (GC00) soared to another record high on the tariff news. This may be helping to pull the price of copper (HG00) higher, which might also be attributable to increased spending on data centers. We don't think this development reflects an improvement in China's economy.The price of gold is likely to hit $3,000 soon and perhaps $4,000 in 2026 as the central banks of China continue to accumulate it as a haven from U.S. sanctions. They've been doing so since the U.S. froze the international reserves of Russia when it invaded Ukraine in early 2022.China's weak economy might explain why China's response to Trump's 10% tariff has been relatively muted so far.3. Copper: Also raising doubts that copper is signaling an improvement in China's economy is the renewed drop in the Chinese government's 10-year bond yield back down to its recent record low. China's weak economy might explain why China's response to Trump's 10% tariff has been relatively muted so far.4. Bitcoin: Tariff turmoil is boosting uncertainty and can explain some of the recent strength in the price of gold. Increased risk has recently weighed on the stock market, especially the riskiest segment such as the TQQQ TQQQ. Bitcoin (BTCUSD) has also underperformed gold lately. The former is a risk-on play; the latter is a risk-off haven.5. Bottom line: We expect the S&P 500 might remain choppy through midyear before resuming its climb in record-high territory to 7,000 by the end of this year. We still favor overweighting the information technology, communication service, industrial and financial sectors. In particular, the financial sectors of the S&P 500 MidCap 400 MID, and SmallCap 600 SML indexes all are likely to outperform all the other sectors as long as Trump Tariff 2.0 turmoil persists.Ed Yardeni is president of Yardeni Research Inc., a provider of global investment strategy and asset-allocation analyses and recommendations. Eric Wallerstein is Yardeni Research's chief markets strategist. This article is excerpted from Yardeni Research's \"Market Call\" for Feb. 8, 2025 - \"Choppy Waters.\" Individual investors can read Yardeni Research reports here. 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