Gold has exceeded $3,500! 27 Records in 4 Months. When will it fall?

📌 What Happened?

Gold prices reached their historic peak, accompanied by political tensions and economic uncertainties from the United States. The price of an ounce of spot gold reached an all-time high, surpassing the $3,500 level, up more than 2%. As of 11:20 a.m., ounces of gold are trading up 1.33% at $3,469.

This rise under it was also strongly reflected in the domestic market. The price of gram gold rose to 4.305 TL with a 2% premium, breaking a record high. At current prices, gram gold traded 1.46% at 4.269 TL, while Gold S1 rose 3.11% during the same hours to reach 50,75 TL.

Against the backdrop of this sharp rise in the markets is US President Donald Trump's harsh criticism of Fed Chairman Jerome Powell. Trump argued Monday that the Fed should go for a rate cut, noting that the U.S. economy could slow down. Criticizing Powell's insistence on keeping interest rates steady, Trump also expressed that he kept the option of impeaching Powell on the table.

Trump's exit increased political tension in the United States, while prompting investors to turn to safe havens. In particular, escalating concerns about the Fed's independence and uncertainties in trade policies have made gold a favorite of investors again.

Especially in 2025, as the effects of Trump's tariff policies began to become apparent, this brought successive records for gold prices. Increasing geopolitical risks on a global scale are among the key factors supporting central banks increasing reserves and interest rate cut expectations staying alive.

Institutions are also strengthening their positive positions on gold. Goldman Sachs predicts that gold prices could reach $4,000 by mid-2025, while giant investment banks such as JPMorgan and UBS are also advising against increasing the weight of gold in portfolios. The developments increase the attractiveness of gold, especially as a means of hedging against inflation.

This upswing signals the emergence of new opportunities, not only for individual investors, but also for corporate portfolio managers. In addition, the inflow of capital in gold-backed ETFs also signals that this trend may persist.

📉 Products That May Be Affected

🟢 Positive:
• Gold
• Gram gold
• Gold backed ETFs
• Precious metal mining companies
• Other precious metals such as silver and platinum

🔴 Negative:
• Dollar index (DXY)
• Risky assets (technology stocks, emerging market bonds)
• Interest rate sensitive stocks
• US stocks

🧠 Expert Review

Record levels in gold prices should be seen as a direct reaction of investors to the growing uncertainty in global markets. Trump's threatening remarks toward Powell have fueled concerns about the Fed's independence, while geopolitical and trade risks support a shift toward safe havens. In particular, expectations of interest rate cuts and the fact that central banks continue to increase gold reserves form the basis for this rise. However, it is important for investors to be wary of short-term excesses in prices and monitor strategic levels for profit realization. In the long term, gold is expected to continue its role both as a hedge against inflation and as a balancing tool against financial instability.

✅ Take Action

As the bullish wave in gold prices continues, reconsider safe haven strategies in your portfolio. Keep a close eye on gold-based products.
Explore relevant analytics
Examine investment opportunities

🛑 Disclaimer

This content is not investment advice. You should make your decisions based on your own research and professional advisors.

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