Gold Price News: Goldman, China, CPI, and the Fed Explained
Goldman Sachs just pushed every 2026 rate cut to 2027. China’s central bank bought gold for the 19th month in a row. CPI drops Wednesday. A fragile ceasefire is holding — barely. And silver just had its worst week relative to gold in months. Here is what each story means…Read More
Does Physical Gold Have Counterparty Risk? The Facts
When you deposit money at a bank, you are not storing it. You are lending it. Physical gold counterparty risk is zero because allocated metal is not a claim on any institution — it cannot be frozen, diluted, or devalued by policy. This explainer covers the mechanism and how to…Read More
Gold Near $4,330 as Rate-Hike Bets Hit 70% and China Acts
Five forces are moving gold and silver right now. Strong U.S. jobs data has pushed Fed rate-hike odds above 70%. China’s biggest banks raised gold trading margins to 120% — pushing leverage below 1x. The People’s Bank of China extended its buying streak to 19 straight months. Iran announced an…Read More
Gold Is Down 22% — The Same Drop as 2022. The Floor Is Not the Same.
Gold has fallen 22% from its January 2026 all-time high of $5,589 — the same magnitude as the entire 2022 Fed hiking cycle. But in 2022, the Fed delivered 525 actual basis points of rate increases. Today, markets are pricing roughly a 43–50% probability of a single speculative hike that…Read More
A Lot More Than Just Rates Moving Markets
A Lot More Than Just Rates Moving Markets By Peter Tchir of Academy Securities The plan this weekend was to write about the AI Revolution. It would have dovetailed well with recent pieces Buggy Whips and Horses and Being Forced to Understand UBI. We discussed this, Iran, and much more on Bloomberg TV (1:43:30 mark), […]
Choose One: Housing Is Shelter, Or Housing Is Just Another Asset In A Bubble Economy
Choose One: Housing Is Shelter, Or Housing Is Just Another Asset In A Bubble Economy Authored by Charles Hugh Smith via Of Two Minds, This will get massive pushback because it’s true: either Housing Is Shelter, or Housing Is Just Another Asset in a Bubble Economy – it can’t be both. This reality gets pushback […]
Second Flesh-Eating Screwworm Case Raises Beef Supply Fears As Goldman Warns Outbreak “Could Be Disruptive”
Second Flesh-Eating Screwworm Case Raises Beef Supply Fears As Goldman Warns Outbreak “Could Be Disruptive” The U.S. Department of Agriculture (USDA) confirmed a second New World screwworm (NWS) case in a one-month-old calf in Zavala County, Texas, roughly 5.6 miles from the first confirmed detection. For now, both cases remain inside what the USDA calls […]
Goldman’s World Cup Winner Prediction Is …
Goldman’s World Cup Winner Prediction Is … The 2026 Football World Cup kicks off June 11, with Mexico vs. South Africa opening the tournament at Mexico City Stadium. The tournament will feature 48 teams across 104 matches at stadiums in the U.S., Canada, and Mexico from next Thursday through July 19. Jan Hatzius, chief economist […]
Silver Falls 6% on Jobs Beat. The Six-Year Deficit Didn’t.
Silver fell nearly 6% after May’s blowout jobs report sent rate hike odds to 67% and the 10-year Treasury to 4.54%. Gold dropped too — but only half as much. Here’s why: silver runs on two engines. The jobs report hit the monetary one hard. The industrial one — solar,…Read More
Why Is Gold Still a Safe Haven? Switzerland’s Biggest Refiner Just Answered.
Valcambi’s incoming CEO processed 1,000 tonnes of gold last year for national banks and bullion traders. Here’s the institutional case for why gold remains a strategic safe haven in 2026 — and what central bank behavior reveals about where the global monetary system is heading.Read More