Is The Fed About to Ignite The Greatest Gold Supercycle In History?

The forces driving this demand are unmistakable: geopolitical uncertainty, Donald Trump’s trade agenda and relentless central-bank buying have unleashed the “perfect storm” for the world’s favourite precious metal.

Back in January, analysts at GSC Commodity Intelligence declared 2025 would go down in history as “The Year of Gold.” Nine months later, their bold call has proven uncannily accurate. Gold isn’t just having a strong year – it is staging one of the most spectacular rallies the markets have ever seen.

Gold’s Relentless Record-Breaking Streak

Since President Donald Trump returned to the White House in January 2025, Gold has gone parabolic – posting gains every single quarter and smashing all-time highs with historic frequency.

According to GSC Commodity Intelligence, Gold has already logged 35 record closes in just nine months, averaging nearly one new all-time high every week.

As the firm put it: “This isn’t just momentum – it’s a supercharged breakout.”

The numbers confirm the magnitude of this move. Gold prices are now up almost 40% year-to-date, rising from $2,672 an ounce in January to above $3,685 this week. Even more remarkable, Gold has more than doubled in just two years, soaring an astonishing 103% since October 2023 when it traded near $1,800 an ounce.

The Birth of A New Supercycle

History is now being written in real time. For GSC Commodity Intelligence, the evidence is overwhelming: “The market is screaming one thing, loud and clear – this rally is only just getting started.”

GSC Commodity Intelligence notes that Gold has racked up record highs for nine consecutive quarters, an unprecedented feat in modern market history. As they emphasize, “Never before has Gold registered this many back-to-back highs in such rapid succession.” This isn’t a rally creeping higher. It’s a vertical breakout.

Gold is no longer edging higher. It is surging in a way that confirms we are at the dawn of a new Supercycle.

The Fed Wildcard: September 17

The biggest question now is how high Gold can go before 2025 is over? The answer may come from the Federal Reserve’s hotly anticipated September FOMC meeting. With a rate cut now all but guaranteed, traders are no longer asking if rates will fall – but by how much on September 17.

Analysts at GSC Commodity Intelligence are pricing in near-100% odds of a 25 basis-point cut. However, whispers of a shock 50 basis-point jumbo cut are gathering momentum – a move that could send precious metals skyrocketing into uncharted territory.

Goldman Sachs has already flagged Trump’s unprecedented pressure on the Fed – including his attempt to oust Governor Lisa Cook – as a catalyst that could propel Gold toward $5,000 an ounce. GSC Commodity Intelligence shares this view, warning that the combination of political pressure, a weakening labor market and global de-dollarization has created a tinderbox ready to ignite.

A Generational Opportunity

To quote GSC Commodity Intelligence – “This isn’t just another rate cut. It is a generational opportunity. A moment where positioning early could unlock life-changing gains”.

Whichever way the Fed moves, one thing is certain: September 17 will be remembered as a license to print money. Traders who act decisively, as GSC Commodity Intelligence puts it, “will be on the right side of the greatest wealth transfer in history.”

The only question is – will you be one of them?