Gold Outlook 2026 : Push ahead or pull back

World Gold Council

Research

12 Pages

After Gold’s remarkable 2025, achieving over 50 all-time highs and returning over 60%, the World Gold Council predicts 2026 be shaped by ongoing geoeconomic uncertainty.

Key Takeaways

Scenario framework: Describes four macro scenarios that connect growth, inflation and policy paths to potential gold performance.
Consensus baseline: Explains how current market expectations imply range bound gold when growth, inflation and rates stay near trend.
Portfolio role: Emphasizes gold as a diversifier when tail risks rise and central bank and recycling flows remain uncertain.
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