Back to the Monetary Future | In Gold We Trust report 2026

On May 20, 2026, this year’s In Gold We Trust report was presented at an international press conference broadcast live on the Internet, celebrating its 20th anniversary. The authors of the report are Ronald-Peter Stöferle and Mark J. Valek, fund managers at Liechtenstein-based asset manager Incrementum AG.

The In Gold We Trust report 2026 covers the following topics, among others:

  • 20 years of In Gold We Trust: two decades of gold market analysis against the backdrop of historical upheavals
  • Theme: Back to the Monetary Future, or: the creeping remonetization of gold
    • The end of the Pax Americana and the tectonic shifts in the global monetary order
    • The six vectors of gold remonetization – from reserve policy to tokenization
    • Why the next major surge in gold demand could come from the global bond market
    • A deep dive by Izabella Kaminska into Tether, a major new player in the gold market, including an interview with Juan Sartori
  • Performance gold: silver, mining stocks, and commodities remain in the wake of the gold rally
  • Gold and Bitcoin: stability meets convexity
  • Update on the proprietary Incrementum gold price model
    • The conservative 10-year target of USD 4,800 was already reached in 2026 – now the focus shifts to the inflationary scenario of USD 8,900.
  • Discussion with analysts Luke Gromen and Craig Tindale on the future of the global monetary order and the distortions in commodity markets
  • Interview with Dr. Judy Shelton on the future of the US dollar and her proposal for gold-backed “Treasury trust bonds”

 

Here you find the Video:

 

Here you can download the report.

In Gold We Trust report 2026

In Gold We Trust report 2026 – Compact Version

 

For additional information on the In Gold We Trust report, please click here.