Gold, Rates, & Geopolitics Are Colliding — What That Means for Investors in 2026
Gold, rates, and geopolitics are moving onto a collision course — and markets are starting to feel it.
In this week’s Soar Financially Weekly Wrap-Up, we break down the key macro signals shaping markets into 2026: rising unemployment, conflicting inflation data, Japan’s surprise rate hike, and why the yen carry trade is back in focus. We also look at growing geopolitical risks around frozen assets, trust in the financial system, and what that means for global capital flows.
Gold is holding near all-time highs while silver has delivered one of its strongest moves in decades. We examine what’s driving the momentum, whether this is a pause or continuation, and what investors should be watching next across gold, silver, and mining equities.
We also share exclusive insights from Oreninc on the return of capital to the junior mining space — and highlight an underreported $1.25B U.S. EXIM financing tied to Barrick and critical minerals.
Essential viewing if you care about liquidity cycles, real assets, and what matters most heading into 2026.
⏱️ Timestamps
00:00 Intro
01:10 Jobs & inflation — what the trend really says
05:45 Japan, yields & the carry trade
10:45 Geopolitics & trust in the system
13:10 Gold & silver — momentum check
18:45 Mining financings & Barrick update
22:00 What to watch next
📆 Deutsche Goldmesse
May 15–16, 2026 | Frankfurt
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