This week, the European Central Bank lowered its benchmark rate to 2 percent. It was the eighth cut in the past year. Since last June, borrowing costs across the Eurozone have been halved.
It is not a sign of strength. It is a sign of concern.
Inflation pressures have eased, but the real driver is uncertainty. Europe is facing weaker growth, shifting trade flows, and the ripple effects of tariff threats from the United States. The euro has held firm, but policymakers are clearly uneasy about what comes next.
The ECB is now forecasting inflation to fall to its 2 percent target, down from 2.3 percent earlier this year. But it also warned that global trade tensions are weighing on investment and exports.
At the same time, the gold market has retreated slightly from its recent highs. And with it, the usual narrative returns. The idea that gold has had its run. That lower rates and slower inflation mean the need for gold has passed.
But there is another story unfolding.
Last week, there was a quiet but significant announcement. A new gold deposit has been identified in the Andes. Over 30 million ounces of gold, deep in a politically complex, geographically extreme region of South America.
Some are already framing it as a game-changer. But when you look closely, it tells us something very different.
Because this is what the gold supply looks like in 2025. Slow. Risky. Expensive. Even this kind of deposit will take years to bring online, if it ever reaches production at all.
This week on GoldCore TV, we examine the discovery in context. We look at the state of global gold supply, where demand is coming from, and why the disconnect between price action and strategic value is growing wider.
Peak gold is not just a theory. It is happening now.
Central banks continue to buy. Investment demand in Asia is rising. Jewellery in markets like China and India is becoming less about luxury and more about personal financial resilience.
Gold is not drifting. It is doing what it always has. Waiting. Watching. Holding its value while the world tries to make sense of its next move.
I hope you will take the time to watch this week’s episode.
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