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2027 Agenda

Red Sea Stage (CTICC1 – Level 1)

Commodity focus – Gold

10 Feb 2027
09:00(1 hour)

The future of gold
Gold has seen record highs, extreme volatility and a sharp price correction all in the same year leaving the market at a crossroads. Is the Gold Bull Run over, or has the market simply reset? Geopolitical uncertainty remains a key driver, but 2026 has challenged the traditional safe-haven narrative: can geopolitical shocks continue to support gold, or can they instead fuel inflation, higher yields and trigger another sell-off?

The big questions

  • Was $5,500+ the top of the cycle or simply the first leg of a much bigger bull market?
  • Has gold entered a fundamentally more volatile regime, making a single price forecast increasingly meaningless?
  • Can gold reclaim $5,000 and what would it take to retest $5,500–6,000?
  • Is geopolitics still structurally bullish for gold, or can geopolitical shocks actually trigger the next sell-off?