Huge GOLD News! Central Banks & BRICS Are About to Change Gold & Silver Prices Forever – Adrian Day
Money Sense: 7-16-2025
WisdomTree projects gold to reach 4,000 dollars by 2030 in its base case forecast, pointing to the steady expansion of the global money supply and increasing demand for hard monetary assets.
As economic uncertainty deepens, more investors are turning to stores of value that can preserve purchasing power amid ballooning debt, inflation risks, and declining confidence in traditional institutions.
Adrian Day of Adrian Day Asset Management notes that if upcoming economic data comes in stronger than expected and interest rate cuts are delayed, it could temporarily ease the urgency behind the gold trade.
Still, he emphasizes that the broader picture remains firmly bullish. Central banks continue to accumulate gold as part of a long-term shift away from the dollar, which is increasingly seen as a political liability rather than a neutral reserve asset.
A recent World Gold Council survey of more than 70 central banks found that 95 percent expect to increase their gold holdings this year, while most anticipate a decline in dollar reserves over the next five years. If this pace continues, 2025 is on track to mark another record year for central bank gold accumulation.
According to Day, this trend reflects rising concern among foreign institutions over the U.S. government’s use of the dollar as a geopolitical tool. From tariffs to sanctions, the weaponization of the dollar has undermined trust, especially among emerging economies and key trading partners.
That, combined with growing worries over the debt ceiling, fiscal irresponsibility, and questions surrounding the Federal Reserve’s independence, continues to weigh heavily on the greenback.
Even if gold experiences a near-term pullback over the next month or two, Day views it as a buying opportunity. He admits that feeling so confident about gold’s long-term trajectory makes him slightly uneasy—but he believes the fundamentals strongly support the case for higher prices ahead.
Gold touched a three-week high on Monday, driven by safe-haven demand after President Trump threatened new tariffs on both the European Union and Mexico. Meanwhile, silver also surged, nearing a 14-year peak and confirming the strength of investor interest across the precious metals sector.
Adrian Day notes that gold’s continued ascent is now capturing broader attention. Initially, many dismissed the rally as a short-term move, but as prices have steadily climbed, the market is starting to take it seriously.
That growing recognition alone is fueling more interest from both institutional and retail investors. This week, traders are closely watching upcoming U.S. economic data, notably the Consumer Price Index and Producer Price Index, for signals on the Federal Reserve’s next move.
Market expectations currently point to 50 basis points of rate cuts before year-end, likely beginning in October. A declining interest rate environment has historically been favorable for gold, which carries no yield and becomes more attractive when real rates fall.
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