{"id":37247,"date":"2025-07-18T07:23:09","date_gmt":"2025-07-18T14:23:09","guid":{"rendered":"https:\/\/www.itmtrading.com\/blog\/?p=37247"},"modified":"2025-07-18T08:35:32","modified_gmt":"2025-07-18T15:35:32","slug":"10000-gold-forecast-red-cloud","status":"publish","type":"post","link":"https:\/\/www.itmtrading.com\/blog\/10000-gold-forecast-red-cloud\/","title":{"rendered":"&#8216;We\u2019re sleeping walking into a gold-backed world order&#8217; warns Ex-McKinsey"},"content":{"rendered":"<p data-pm-slice=\"1 1 []\">\u201cIf I wanted to destroy the U.S. dollar, I couldn\u2019t do a better job than what this government is doing,\u201d says Ken Hoffman, head of commodity strategy at Red Cloud and former global metals expert at McKinsey and Bloomberg Intelligence. Speaking with Daniela Cambone, Hoffman highlights how de-dollarization and central bank gold buying are driving gold toward new highs. \u201cMidterm $5,000 an ounce is a fairly easy target, but $10,000 plus&#8230; the world is almost returning to a gold standard in some ways.\u201d On copper, Hoffman points to a lack of coherent U.S. strategy, which is contributing to the dollar\u2019s decline and causing market instability. Is the world quietly moving back toward a gold standard? Watch Ken Hoffman break it down.<\/p>\n<p data-pm-slice=\"1 1 []\"><strong>The Death Spiral of the Dollar: Why $10,000 Gold Is Closer Than You Think<\/strong><\/p>\n<p>Could we really see $10,000 gold in just a few years? Red Cloud&#8217;s Ken Hoffman says yes\u2014and if you&#8217;re paying attention to the dollar&#8217;s dramatic decline, you might agree.<\/p>\n<p><strong>The dollar is bleeding trust, and central banks are running for cover into gold.<\/strong> Hoffman breaks down why global de-dollarization, weaponized trade policy, and structural deficits are setting up the perfect storm for a parabolic rise in gold.<\/p>\n<div>\n<hr \/>\n<\/div>\n<h2>Global Trust in the Dollar Is Breaking Down<\/h2>\n<p>Hoffman argues the U.S. has entered a &#8220;perfect storm&#8221; of self-inflicted economic sabotage:<\/p>\n<ul data-spread=\"false\">\n<li><strong>Weaponized tariffs<\/strong> are eroding global trade relationships<\/li>\n<li><strong>Relentless deficits<\/strong> are weakening demand for U.S. debt<\/li>\n<li><strong>The DXY (Dollar Index)<\/strong> is already down 10-12% this year and could plunge another 30-50%<\/li>\n<\/ul>\n<p>For 70+ years, the world trusted U.S. debt and the dollar. That trust is unraveling.<\/p>\n<blockquote><p>&#8220;If I wanted to destroy the dollar, I couldn\u2019t do a better job than what the U.S. government is doing,&#8221; Hoffman warns.<\/p><\/blockquote>\n<h2>Central Banks Are Piling Into Gold<\/h2>\n<p>As confidence in fiat erodes, central banks are rebalancing:<\/p>\n<ul data-spread=\"false\">\n<li>U.S. dollar holdings in central banks have dropped to ~55%, and falling fast<\/li>\n<li>Gold now makes up nearly 20% of central bank reserves\u2014second only to the dollar<\/li>\n<li>China, Poland, and Turkey are buying aggressively<\/li>\n<\/ul>\n<p>Even small nations like Zimbabwe are launching <strong>gold-backed currencies<\/strong>. Why?<\/p>\n<p><strong>Gold can&#8217;t be sanctioned. Gold can&#8217;t be printed. Gold can&#8217;t be hacked.<\/strong><\/p>\n<h2>The &#8220;Mar-a-Lago Accord&#8221;: A Silent Dollar Depreciation<\/h2>\n<p>A little-known strategy\u2014dubbed the &#8220;Mar-a-Lago Accord&#8221;\u2014may explain U.S. policy:<\/p>\n<ul data-spread=\"false\">\n<li><strong>Deliberate dollar devaluation<\/strong> is seen as a way to reduce national debt<\/li>\n<li>But it&#8217;s <strong>inherently inflationary<\/strong>, which could drive the Fed into policy chaos<\/li>\n<li>Hoffman warns this could collapse trust in the Fed and the dollar simultaneously<\/li>\n<\/ul>\n<p>As the dollar devalues, gold (priced in dollars) must rise.<\/p>\n<h2>BRICS and the Global Realignment<\/h2>\n<p>The BRICS summit confirmed what many suspected:<\/p>\n<ul data-spread=\"false\">\n<li><strong>Emerging markets are ditching the dollar<\/strong><\/li>\n<li><strong>U.S. retaliatory tariffs<\/strong> are accelerating this shift<\/li>\n<li>Even the EU is exploring non-dollar alternatives<\/li>\n<\/ul>\n<p>The post-WWII economic order\u2014U.S. protection in exchange for dollar dominance\u2014is being dismantled.<\/p>\n<blockquote><p>&#8220;We&#8217;re seeing a once-in-50-year change in the entire global trade system,&#8221; Hoffman notes.<\/p><\/blockquote>\n<h2>Why $10,000 Gold Isn&#8217;t Crazy Anymore<\/h2>\n<p>According to Hoffman:<\/p>\n<ul data-spread=\"false\">\n<li>Every 9% drop in the DXY equates to a 3x rise in gold<\/li>\n<li>If the DXY falls from 110 to 70, gold could hit $10,000+<\/li>\n<li>Timeframe? <strong>3 to 4 years<\/strong><\/li>\n<\/ul>\n<p>He also predicts junior gold stocks could &#8220;absolutely explode&#8221; as investors seek leverage to rising gold.<\/p>\n<div>\n<hr \/>\n<\/div>\n<h2>Gold &amp; Silver: The Ultimate Lifeboats<\/h2>\n<p>In this volatile realignment, only <strong>tangible assets<\/strong> like gold and silver offer true wealth preservation.<\/p>\n<ul data-spread=\"false\">\n<li><strong>Gold vs dollar<\/strong>: Gold holds value as the dollar weakens<\/li>\n<li><strong>Inflation hedge<\/strong>: Physical metals historically outperform during currency crises<\/li>\n<li><strong>Silver<\/strong> follows gold&#8217;s lead and benefits from both monetary and industrial demand<\/li>\n<\/ul>\n<p><strong>Central banks aren&#8217;t guessing\u2014they&#8217;re preparing. Shouldn&#8217;t you?<\/strong><\/p>\n<div>\n<hr \/>\n<\/div>\n<h2>Conclusion: The Dollar&#8217;s Decline Is No Accident<\/h2>\n<p>The deliberate devaluation of the dollar is triggering a global monetary shift. Central banks are signaling their vote of no confidence\u2014with massive gold purchases.<\/p>\n<p>If Ken Hoffman is right, $10,000 gold isn&#8217;t a fantasy. It&#8217;s a warning.<\/p>\n<p><strong>Ignore it at your own risk.<\/strong><\/p>\n<div>\n<hr \/>\n<\/div>\n<p><strong>About ITM Trading<\/strong><br \/>\nITM Trading has over 28 years of experience helping clients safeguard their wealth through personalized strategies built on physical gold and silver. Our team of experts delivers research-backed guidance tailored to today\u2019s economic threats.<\/p>\n<p><strong>THINKING ABOUT PURCHASING GOLD &amp; SILVER?<\/strong><br \/>\nGet expert guidance from our team of analysts with 28+ years of experience.<br \/>\n&#x1f449; [<a href=\"https:\/\/calendly.com\/itmtrading\/500?utm_content=DC05052025\" target=\"_blank\" rel=\"noopener\">SCHEDULE YOUR CALL HERE<\/a>] or call 866-706-9061<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201cIf I wanted to destroy the U.S. dollar, I couldn\u2019t do a better job than what this government is doing,\u201d says [&hellip;]<\/p>\n","protected":false},"author":39,"featured_media":37252,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2922],"tags":[1259,1320,1524,2627,2673,2951,2992,3467,3736,3884,3957,4148,5282,5472,5550,6563,6651,6652,6653,6654,6655,6656,6657],"class_list":["post-37247","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-the-daniela-cambone-show","tag-sound-money","tag-gold-vs-dollar","tag-silver-investing","tag-de-dollarization","tag-gold-backed-currency","tag-daniela-cambone","tag-brics-currency","tag-inflation-hedge","tag-central-bank-gold-buying","tag-gold-price-forecast","tag-u-s-dollar-collapse","tag-gold-market-outlook","tag-precious-metals-strategy","tag-gold-standard-return","tag-global-monetary-reset","tag-bloomberg-intelligence","tag-ken-hoffman","tag-red-cloud-commodities","tag-copper-market-instability","tag-gold-stored-in-singapore","tag-mckinsey-metals-expert","tag-commodity-strategy","tag-gold-10000-prediction"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts\/37247","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/users\/39"}],"replies":[{"embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/comments?post=37247"}],"version-history":[{"count":3,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts\/37247\/revisions"}],"predecessor-version":[{"id":37254,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/posts\/37247\/revisions\/37254"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/media\/37252"}],"wp:attachment":[{"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/media?parent=37247"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/categories?post=37247"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.itmtrading.com\/blog\/wp-json\/wp\/v2\/tags?post=37247"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}