Safe Haven Bid in a Fragmented World

The World Bank's latest outlook highlights a 42% forecast increase in precious metals for 2026. Central bank diversification and retail fear following the closure of the Strait of Hormuz have created a structural floor for gold prices.

Inflationary Waves

Economists note that as energy shocks filter into food and general inflation, the real interest rate environment remains favorable for non-yielding assets, even as nominal yields rise.