World Gold Council: Gold will be shaped by geopolitical uncertainty in 2026.

World Gold Council: Gold will be shaped by geopolitical uncertainty in 2026.

04.12.2025 19:25

The World Gold Council announced that there could be a new rise in gold prices in the event of a global economic slowdown and increasing geopolitical tensions. In 2025, gold is expected to provide a return of over 60%, while uncertainties are anticipated to continue into 2026.

The World Gold Council has published the Gold 2026 Outlook Report.

PROVIDED OVER 60% RETURN IN 2025

According to the report, the price of gold in dollars performed extraordinarily in 2025, providing an annual return of over 60% by the end of November while breaking more than 50 records throughout the year.

World Gold Council: Gold will be shaped under the shadow of geopolitical uncertainty in 2026

The combination of increasing geopolitical and economic uncertainty, a weakening dollar, and positive price momentum supported gold throughout the year. The purchases of investors seeking stability and the continued addition of gold to central bank reserves also played a role in the rise of gold prices.

In this context, gold stood out as one of the best-performing assets of the year. Gold prices currently reflect macroeconomic consensus expectations related to economic growth, inflation, and monetary policy.

World Gold Council: Gold will be shaped under the shadow of geopolitical uncertainty in 2026

2026 FORECAST: A YEAR FULL OF SURPRISES

According to the report, looking ahead to 2026, the outlook for gold will be shaped "under the shadow of geopolitical uncertainties." If current conditions persist, gold is expected to move within a narrow range. However, considering 2025, the Council suggests that 2026 could be a year full of surprises.

The report predicts that in the event of a slowdown in economic growth and further declines in interest rates, gold is expected to show moderate increases. In a scenario of a more severe economic slowdown with increased global risks, gold is also expected to perform strongly.

World Gold Council: Gold will be shaped under the shadow of geopolitical uncertainty in 2026

TRUMP'S POLICIES COULD PULL GOLD DOWN

Additionally, it is predicted that if the policies set by the Donald Trump administration in the U.S. are successful, the acceleration of economic growth could reduce geopolitical risk, leading to higher interest rates and a stronger dollar, which could pull gold prices down.

The report notes that additional factors such as central bank demand and trends in gold recycling could also affect the market, stating, "Most importantly, in an environment where market volatility continues, the role of gold as a portfolio diversifier and source of stability remains crucial."

World Gold Council: Gold will be shaped under the shadow of geopolitical uncertainty in 2026

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