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Gold Rally Has More Room to Run, These Strategists Say - BARRON'S

SEPTEMBER 13, 2025

Rate cuts, dollar weakness, and political risk all bode well for bullion, UBS investment strategists say. Plus, market newsletter commentary on S&P 500 price targets, AI skepticism, and emerging markets.

MARKET NEWS

September 13 How government debt stress could roll across world markets - REUTERS September 13 BoE to hold rates on September 18 and cut in Q4 but more economists see no move this ... (read more) September 13 Markets eye Fed rate cut as gold stays near all-time high - REUTERS September 13 Crude oil theft drops to lowest since 2009 - PUNCH September 13 Oil Rises as Ukrainian Drones Target Top Russian Baltic Hubs - BLOOMBERG September 13 Crude oil theft drops to 2.04 million barrels in 7 months – NUPRC - DAILY TRUST September 13 Gold Rally Has More Room to Run, These Strategists Say - BARRON'S September 13 World Bank’s $100 Billion Loan Facility Targets Africa - BLOOMBERG September 13 Africa looks to raise $50 bln a year for new climate solutions initiative - REUTERS September 13 Kenya’s central bank to hold next rate-setting meeting on October 7 - REUTERS September 13 Citi CEO Sees More Dealmaking With US Recession Unlikely - BLOOMBERG September 13 Oil prices ease on oversupply and weaker US demand - REUTERS September 13 Naira weakens again due to dollar shortage, market uncertainty - PUNCH September 13 Naira returns to appreciation against dollar - DAILY POST September 13 Just In: Nigeria records N7.5trn trade surplus in Q2’25 - VANGUARD September 13 Naira falls amid market uncertainty, trades N1,535/$ - NIGERIAN TRIBUNE September 13 Naira depreciates to N1,538/$ in parallel market - VANGUARD September 13 Sterling slips as economy stagnates; eyes on BoE - REUTERS September 12 Gold Is Set for New High. Reasons to Believe It Can Hit $3,900 - BARRON'S September 12 'Real' rate dip threatens to pull down dollar - REUTERS September 12 African Markets – Factors to watch on Sept 12 - REUTERS September 12 South African rand flat as traders eye inflation data, central bank meeting next week - REUTERS September 12 UK economy stalls in July, as slowdown sets in - CNBC September 12 Uganda’s currency could extend gains, Zambia’s slide further - REUTERS September 12 Naira records first depreciation against dollar - DAILY POST September 12 Analysts Express Concern Over Naira’s Stability On Weak Foreign Inflows - NEW TELEGRAPH September 12 Standard Bank Revises Naira Outlook, Sees 3.1% Depreciation but Stronger End-2025 Rat... (read more) September 12 Stable naira, clear FX backlog lift Nigeria’s outlook - PUNCH September 12 Naira Appreciates To N1,500.92/$1 On Official Market - NEW TELEGRAPH September 11 Oil Dips as Weaker Outlook Tempers Worries Over Russia, Mideast - BLOOMBERG

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