This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

The Editor's Desk - Thurs 29 Jan 2026: Gold’s record run and the looming Middle East storm

Loading player...

I’m joining the dots today between a gold price "running like a scalded cat" and the arrival of Trump’s beautiful armada in the Middle East. It’s a sobering look at why markets are terrified, yet I’m finding a silver lining in a rare, bullish case for South Africa that we simply cannot afford to blow.

29 Jan 5AM English South Africa Investing · Business News

Other recent episodes

BN Daybreak Thurs 29 Jan: Meta, Tesla, ASML shine; Gold jumps another $300 to $5,500; Grantham’s Bubble Truth

On this morning’s BizNews Daybreak, Alec Hogg unpacks a massive overnight shift in global markets: The "Fear & Greed" Trade: Gold has surged $300 to a record $5,566/oz, pulling JSE miners like Harmony Gold (+10%) and Gold Fields (+8%) skyward. The FT’s Katie Martin and Rob Armstrong argue this isn't…

28 Jan 11PM 19 min

BN Briefing: Gold & Silver surge, SA fiscal gains, and Steenhuisen’s Foot-and-Mouth vaccine "river"

In this episode, we analyze the "uncomfortable questions" raised by a 145% two-year surge in gold and the "froth" appearing in silver markets. UBS strategist Bhanu Baweja discusses South Africa’s economic pivot, noting that its move toward a primary budget surplus and high real yields stands in stark contrast to…

28 Jan 7AM 15 min

Miningweb Weekly: Gold at $5,000 – Major on the boom, the missed moment and SA’s mining blind spot

Gold has smashed through $5,000, ETFs are fuelling momentum, and global capital is hunting for supply. Veteran mining analyst Peter Major explains why this rally feels different, why junior miners are lagging, and how South Africa is once again squandering a historic opportunity. A wide-ranging conversation with Alec Hogg on…

28 Jan 10AM 31 min

The Editor's Desk - Wed 28 Jan 2026: Gold’s relentless rally, the ASML AI surge, and O’Sullivan’s high-stakes shootout

Gold is enjoying its finest hour since 1980, and today I’m looking at why this "barbarous relic" is defying all the rules. I also dive into the latest surge from our portfolio favourite, ASML, and share the latest on Paul O’Sullivan’s explosive allegations as he prepares for his "last rodeo"…

28 Jan 4AM 19 min

BN Daybreak Wed 28 Jan: Dollar crashes, ZAR hits R15.88; Gold jumps $200; FMD attack will be via "river of vaccines"

In this episode of BizNews Daybreak, Alec Hogg covers a historic morning for South African markets as the Rand strengthens well below the R16/$ mark, trading at R15.88, while Gold surges to a fresh peak of $5,232/oz. Key highlights include: Dollar weakness or Rand strength? Analysts leave little doubt what's…

27 Jan 11PM 17 min

All episodes