Analyzing the 2025 Gold and Silver Rally: Structural Shifts in Monetary Policy and Global Markets

The year 2025 marked a historic rally in gold and silver prices, reflecting a deep structural shift in the global monetary system. Gold surged over 60%, reaching an all-time high of $4,550 per ounce, supported by a 75 bps U.S. rate cut, lower opportunity costs, and aggressive central bank purchases totaling 830 tons.Silver significantly outperformed, gaining more than 145% and peaking at $83.75, driven by a persistent structural supply deficit, strong industrial demand from solar energy, electric vehicles, and AI sectors, alongside depleted global inventories.Locally, Egypt’s 21K gold hit a record EGP 6,116 per gram, while silver reached EGP 133.50. Technically, both metals maintained strong bullish trends, supported by high momentum and elevated volatility through year-end.