Gold Bull Market on Global Monetary Expansion

Conviction: 80% · Horizon: 18M · 2026-08-09
Historic global money creation over the next 18 months will drive gold to $6000 by January 2028

Monetary expansion over the coming 18 months will be historic and will not be limited to the United States. Most market participants will not recognize the scale of the liquidity injection as it unfolds. Chinese stimulus adds a further impulse. That surge in money supply is a powerful tailwind for gold and supports a $6000 target by January 2028.

Instrument Side Target Reason
GLD Long 6000 The next 18 months will bring a historic wave of monetary expansion, not only in the United States. Chinese stimulus adds another liquidity impulse. Gold is the direct beneficiary of that surge, with a path to $6000 an ounce by January 2028.

Themes

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