**MARKET UPDATE: GOLD BREACHES $5,000** **Historic Price Action** Gold futures have officially shattered the **$5,000 per ounce** barrier, reaching an intraday high of **$5,029** this week. The yellow metal is currently trading in uncharted territory, having surged approximately **79%** over the past year. This is no longer just a rally; it is a historic repricing of the world's premier safe-haven asset. **The "Sell America" Trade** The primary catalyst is a resurgence of the "Sell America" trade. Global investors are aggressively rotating out of US-denominated assets, spooked by escalating trade tensions. President Trump's recent tariff threats—targeting key partners like Canada, China, and Mexico—combined with geopolitical friction regarding Greenland, have severely rattled market confidence. **Currency and Fed Pressure** The US Dollar is under heavy pressure, slipping against major rivals like the Yen. Simultaneously, the Federal Reserve faces an impossible balancing act: sticky inflation data is clashing with a stagnating labor market. Growing anxiety over the Fed's political independence is further accelerating the flight away from fiat currency and into hard assets. **Broader Precious Metals Boom** Gold is not acting alone. Silver has delivered even more explosive gains, recently topping **$100 per ounce** for the first time. The white metal is up over **200%** year-on-year, driven by dual demand as both a monetary hedge and a critical industrial component for the green energy transition. **Investor Sentiment** Fear is currently the dominant driver. With equity futures stumbling and bond yields volatile, capital is fleeing risk assets. The traditional inverse relationship between rates and gold has broken down; investors are buying bullion regardless of yield, prioritizing capital preservation above all else. --- ... [Gold & Silver Outlook 2026: Impact of Trump Policies](https://www.youtube.com/watch?v=cTiaCZch8Ag) ... This video provides a relevant analysis of the commodity boom in 2026, specifically discussing how Trump's "America First" policies and inflation expectations are fueling the record-breaking rally in gold and silver. http://googleusercontent.com/youtube_content/0