Analytika

V roce 2025 Čína nenápadně, ale rozhodujícím způsobem přetváří globální zlatou krajinu. V době, kdy ceny zlata prudce stoupají nad 3 700 USD za unci a geopolitické napětí roste, provádí Čínská lidová banka (PBOC) řadu strategických kroků, jejichž cílem je posílit pozici země jako globálního centra obchodu se zlatem i jako geopolitické síly. Jádrem těchto reforem je…

Fort Knox je již dlouho symbolem americké finanční síly a bezpečnosti. Oficiálně se zde nachází 147,3 milionu uncí (přibližně 8 133,46 tuny) zlata, což z něj činí jednu z největších zlatých rezerv na světě. Nedávné výzvy k auditu těchto rezerv však vyvolaly otázky, zda…

Gold has reclaimed its place as the ultimate safe-haven asset, with demand from both institutional and retail investors driving prices to unprecedented highs. The precious metal recently hit a new all-time record of 2,942 dollars per troy ounce in Asian trading, reflecting an 11.2% increase since the start of 2025.

Gold has firmly established itself as the best-performing asset of the “Trump trade” era, rising faster than equities, bonds, and even cryptocurrencies. Since Donald Trump’s inauguration, the precious metal has surged more than 7%, reaching a new record of 2,942 dollars per troy ounce not so far ago.

Over the past year, gold has experienced an exceptional rally, with prices surging nearly 30% since January 2024. As of early February 2025, the precious metal is trading at 2,873 dollars per ounce, surpassing its previous record from October, when it peaked at 2,788 dollars per ounce.

The global gold market is experiencing an extraordinary surge in demand, fueled by escalating geopolitical tensions, trade war fears, and central bank diversification strategies.

The global gold market experienced an unprecedented year in 2024, with demand reaching record highs across multiple sectors. Total gold demand, including over-the-counter (OTC) investments, increased by 1% year-over-year in the fourth quarter, bringing the annual total to an all-time high of 4,974 metric tons. This surge was fueled primarily by central banks and investors who continued to view gold as a strategic asset in an environment of economic uncertainty, geopolitical instability, and shifting monetary policies.

As 2025 unfolds, investors are navigating a landscape shaped by heightened geopolitical tensions, inflationary pressures, and shifting economic policies, particularly in the United States. Against this backdrop, gold and silver have reemerged as critical safe-haven assets, offering stability in uncertain times. While equities continue to deliver strong returns in certain markets, precious metals…

As 2025 unfolds, gold continues to command global attention as a safe-haven asset, with analysts and investors alike closely watching its performance amidst economic and political turbulence. Despite its struggle to decisively break above the $2,700-per-ounce resistance, there is no shortage of optimism regarding its future trajectory.

China’s impact on the global gold market has grown significantly in recent years, with its actions shaping both demand patterns and broader market trends.