According to The Kobeissi Letter, gold fund net inflows have reached an unprecedented $80 billion year-to-date, doubling the previous annual record set in 2020. This surge indicates a significant shift of investor capital towards gold as a safe-haven asset amid global economic uncertainty. The current inflow trends suggest a heightened demand for stability, prompting traders to closely monitor gold market movements for potential investment opportunities.

According to André Dragosch, PhD, the search for a new safe-haven asset has intensified, with markets shifting focus towards gold and Bitcoin. The total addressable market (TAM) for these assets is expanding as U.S. Treasury securities (USTs) decline in favor. Current UST debt levels have reached an all-time high (ATH), and gold's market capitalization is also at an ATH, indicating a significant potential for growth in Bitcoin and gold as alternative safe-haven investments.

According to The Kobeissi Letter, ongoing geopolitical tensions in the Middle East and between Russia and Ukraine have led to increased investment in gold as a safe haven. This shift is supported by the Geopolitical Risk Index, which remains historically elevated with sharp spikes since 2022. These factors are influencing investors to seek stability in gold markets, impacting trading strategies.