If There’s One Gold Setup To Watch In 2025 — It’s This One

A powerful new macro supercycle has begun and traders who position smartly are set to capitalize on the biggest financial shift of our lifetime.

At the heart of this Gold rush is a bold and wildly profitable strategy quietly making waves across Wall Street: the TACO Trade.

Short for “Trump Always Chickens Out,” this trade has evolved into a high-conviction play used by elite Commodity traders. And in a year where volatility is the new normal – the TACO Trade is delivering outsized profits with remarkable precision.

Real Profits. Real Scale. Real Fast

On Monday, Gold prices soared within striking distance of $3,400 an ounce – after President Donald Trump announced he would double tariffs on Steel and Aluminium imports from 25% to 50% in a fresh escalation of his global trade war.

As GSC’s Head of Trading, Phil Carr, notes: The TACO Trade is built around a predictable macro pattern – Trump threatens massive tariffs, markets panic, Gold rips higher and then days later – Trump backs down.

This is no longer a guessing game – it’s a formula, say Carr. “Buy the panic, ride the rally, sell the reversal, reload and repeat. The TACO Trade is volatility on demand – and Gold thrives on it.”

‘Sell America’ Is The New Tailwind For Gold

Gold is not just responding to tariffs. It’s reacting to a deep structural shift and the global rotation away from U.S Treasuries.

JPMorgan CEO Jamie Dimon added fuel to Gold’s rally this week by warning that the U.S debt situation could spark a bond market crisis.

Dimon’s comments come as U.S bond markets have been roiled by ballooning deficits, erratic fiscal policy and a growing sense that the U.S is losing control of its balance sheet.

For traders, this is a flashing red light: when confidence in Treasuries fades, capital flows to Gold.

Here’s How Much Higher Gold Can Still Go

Gold has already doubled in the last two years, but traders aren’t asking if there’s more upside – they’re asking how much.

According to analysts at GSC Commodity Intelligence – “if Gold repeats its performance from the past two years, it’s on track to hit $7,000 an ounce – not far off JPMorgan’s $6,000 target by the end of Trump’s second term.”

With Central Banks buying at record-breaking pace, ETF inflows surging and institutional portfolios de-risking from fiat and rotating into Gold – the real move hasn’t even started yet.

As Trump’s tariffs return, America’s credit rating erodes and U.S Treasuries fall out of favour, Gold is primed to go parabolic.

The only question that matters now?

Are you positioned to capitalize – or are you still watching from the sidelines?