Tag Archives: Brazil

Gold’s rise to over $4,500/oz in 2025 reflects deep structural imbalances in global currency management. As inflation erodes purchasing power, gold’s share of global financial assets has begun to recover from historic lows. Central banks, particularly in emerging markets, are diversifying away from the U.S. dollar and increasing gold holdings. The U.S. government’s long-standing influence through major financial institutions is weakening as AI-driven trading and geopolitical shifts reshape the market. The reassertion of the physical gold market marks a turning point for investors evaluating the future of monetary stability.

The World Gold Council’s Q2 2025 Gold Demand Trends report shows global demand rose 3% year-over-year to 1,249 tonnes, driven by record investment flows. ETFs gained 170 tonnes and bar and coin demand reached 307 tonnes, led by China and India. Central banks added 166 tonnes, a slowdown but still above historical averages. Jewellery demand fell 14% to 341 tonnes, the lowest since 2020, while spending rose 21% to $36 billion. Technology demand slipped 2%, and supply hit a Q2 record with 909 tonnes of mine output. Recycling rose modestly, and de-hedging continued for a sixth quarter.

With the Olympic Games underway, many eyes are on Rio...[and, as such,] investors...are...directing more attention to Brazil. While its stock market has had one of the world's best performances to date this year with the MSCI Brazil 25/50 Index up more than 50%...[and] the MSCI Brazil Small Cap Index...[up] over 60%, the question now is, can the rally continue? My take is that it could potentially, but investors need to be willing to accept significant risk. [Let me explain.]

South America’s countries still rank quite high for investing, thanks to their smaller debt loads, emerging market fundamentals, and relatively high economic freedom and the lifestyle options on the continent are also very attractive. Let’s take a brief look at the situation in all but 4 of the countries there.

Martin Weiss' team of international experts - Mike Larson in North America, Claus Vogt in Europe, Tony Sagami on Asia, Rudy Martin on South America - and Ron Rowland, one of the nation's foremost experts on international exchange-traded funds (ETFs) met recently to discuss and determine what they think is coming next. They came up with eight new forecasts for 2010 — some very negative, some very positive - and put forth specific, actionable recommendations based on their conclusions. Words: 1969