Gold: Is $4,000 the New $2,000?
A lasting repricing in a world of debt, policy fatigue, and shifting trust.
By Jeremie | Aurelion Research
The Gold Repricing: What Comes Next
Gold’s rise through 2025 marks a decisive change in how investors perceive value and policy credibility. The move above US$4,000/ounce represents a lasting reassessment of money and credit, driven by conditions that are broad, persistent, and global in scale.
Expanding fiscal deficits, high sovereign debt, and the fading reliability of real yields have reshaped the investment landscape. In this new environment, gold has reclaimed its place as the ultimate reference point for confidence, stability, and long-term purchasing power.