State Street Predicts $5,500 Gold by Q1 2027: Is the Dip Over?
State Street’s July 2026 Monthly Gold Monitor targets $5,000 per ounce into early 2027, with a 70% probability baseline range of $4,750–$5,500. Here is the structural case behind the forecast — record global debt, central bank buying, and a stock-bond correlation breakdown — and what a gold recovery means for…Read More
Consumer Inflation Expectations Just Fell to 4.2%. Gold Fell Too. The Survey Missed the Oil Spike.
The University of Michigan’s July survey showed inflation expectations falling to 4.2% — normally good news for gold. Yet gold fell anyway, trading near $4,019.87 and down roughly 3% for the week. The reason: more than 70% of survey responses were collected before July 7, when US airstrikes on Iran…Read More
Why China’s Gold Buying Spree Outweighs India’s Pause
China’s bar and coin gold demand hit a record 207 tonnes in Q1 2026 while India paused on a 15% import duty hike. Here’s why the divergence matters — and what it means for your physical gold allocation.Read More
Gold Fell 3.4% This Week. The Long-Term Case Didn’t.
Gold fell 3.4% in the week ending July 17 — its largest weekly decline since June 1. Six days of U.S.-Iran escalation drove oil up 12%, repricing Fed rate-hike odds and pressuring gold to $3,968. Banks cut their 2026 average forecasts. Asia’s physical buyers did the opposite — and the…Read More
Manufacturing Just Had Its Best Month of 2026. Gold Just Had One of Its Worst Days.
The Philadelphia Fed manufacturing index hit 41.4 in July — its strongest reading in years and more than three times the consensus of 13. Gold fell 2.2% on the news. The mechanism behind that move is the entire story.Read More
Warsh Told Wall Street to Stop Watching the Fed. Gold Already Knew.
Fed Chair Warsh told Congress to stop trading his guidance and start trading the data. Gold price and Fed policy in 2026 now run on the same rulebook physical holders have always used. Here’s the mechanism behind today’s $4,007 close — and the one number that determines what happens next.Read More
Gold Falls as Retail Sales Confirm the Fed Has No Reason to Cut
Gold fell to $4,016 and silver dropped 2.6% Thursday after June retail sales printed +0.2%. Strip out gasoline stations — down 5.3% on the month — and the consumer is actually holding up. That’s the problem for gold: a resilient consumer keeps the Fed parked, real yields elevated, and non-yielding…Read More
Silver Dropped 1.4% Today. Gold Didn’t. The Ratio Just Hit 70:1.
The gold-silver ratio hit 70:1 today as silver fell 1.4% while gold held essentially flat. Here is the mechanism behind the divergence — and the two dates that will likely close the gap.Read More
Why Hong Kong? Inside GoldSilver’s Offshore Gold Storage Network
GoldSilver stores your gold in Hong Kong through a Malca-Amit vault adjacent to Hong Kong International Airport, inside a Free Trade Zone, insured by Lloyd’s of London. Here is exactly how it works — and why the location matters.Read More
Gold Holds as CPI and PPI Both Miss. Here’s Why.
June CPI and PPI both came in below consensus. Gold still isn’t rallying. The reason is oil repricing forward inflation faster than the Fed can act on last month’s data — and what that means for the months ahead.Read More