In this latest episode, François Savary, CIO at GENVIL, joins Mark Williams to discuss the remarkable surge in gold prices and the outlook for 2026. They explore the impact of interest rates, inflation trends, tariffs, and share strategies to navigate the historically challenging months of September and October in the financial markets.
🔍 Key Takeaways:
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Gold is expected to reach $3,700–$3,800 by 2026.
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Two rate cuts are anticipated from the Fed this year.
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September and October are traditionally difficult months for markets.
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No signs of a recession are currently visible in the US economy.
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Non-farm payrolls will be crucial for Fed decisions.
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Investors should retain defensive stocks, and now is not the time to sell Nestlé, despite past pressures.
💡 François emphasizes:
“No signs of recession looming in the US.”
“Non-farm payrolls are a key element.”
“It’s no time to sell the company.”
A must-watch for anyone looking to understand gold’s potential and adjust investment strategies in today’s complex economic environment. 🚀
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