Goldman Flags Troubling Mortgage Delinquency Rise Across This U.S. Region
Goldman Flags Troubling Mortgage Delinquency Rise Across This U.S. Region Mortgage delinquencies fell slightly in March, with the first-lien delinquency rate declining to 3.35%, down 37 basis points from February, as seasonal factors and tax refunds supported borrowers. The real estate and mortgage industry outlet HousingWire cited Intercontinental Exchange’s May 2026 Mortgage Monitor report, which […]
Treasury Department Alerts US Banks To Suspected Iranian Money Laundering Efforts
Treasury Department Alerts US Banks To Suspected Iranian Money Laundering Efforts Authored by Victoria Friedman via The Epoch Times (emphasis ours), The U.S. Treasury Department’s Financial Crimes Enforcement Network (FinCEN) on May 11 issued an alert to financial institutions warning them of efforts by the Iranian Islamic Revolutionary Guard Corps (IRGC) to evade sanctions. The […]
5 Forces Shaping Gold and Silver at the Beijing Summit
Trump’s first Beijing visit since 2017 puts rare earth supply cuts, food inflation, China’s critical minerals grip, and a dangerously concentrated US stock market on the table simultaneously. Here’s the precious metals framework for what happens next.Read More
What Happens to Gold and Silver When the Dollar Loses Its Reserve Status?
The dollar’s reserve currency status has never been permanent — and history shows that when monetary systems shift, gold and silver are where capital moves. Here’s what a reserve currency transition could mean for precious metals investors.Read More
The Bond King’s Golden Signal: Jeffrey Gundlach on Gold
The “Bond King” has a message for investors still holding a classic 60/40 portfolio: the era of pure paper assets is over. Jeffrey Gundlach’s shift toward gold and real assets reveals a blueprint for protecting — and growing — wealth in the new macro regime.Read More
The Real Reason Gold Falls When Inflation Surges
April CPI hit 3.8% — and gold dropped. If that feels backwards, it should. Here’s the chain: hot inflation forced traders to reprice the Fed toward rate hikes, which lifted the dollar, which pressured gold. The short-term mechanics and the long-term case are two different things — and today is…Read More
Gold Price Outlook May 2026: Why Institutional Forecasters Still See $5,000
Gold is trading near $4,694 — roughly 16% below its January 2026 all-time high — while inflation just hit 3.8%, central banks bought 244 tonnes in Q1, and J.P. Morgan is forecasting $5,000 by year-end. The fundamentals haven’t changed. The question is what you do with that.Read More
CPI Hits 3.8%. Gold Falls. The Mechanism Nobody Explains
April CPI just printed 3.8% — the highest reading since May 2023 — and gold is down anyway. A new hawkish Fed chair takes over Friday, the Strait of Hormuz is still closed, and central banks bought through gold’s entire 16% correction from its January high. Here’s what each of…Read More
Stocks Fall, Oil And Rates Rise As Inflation “Roars Back”
Stocks Fall, Oil And Rates Rise As Inflation “Roars Back” US equity futures and bonds were lower as oil climbed, with a key inflation report showing the impacts of higher energy and supply disruptions stemming from the war in Iran. Stocks are poised to fall from all-time highs after the core CPI rose more than expected in April. As of 9:15am […]
Why the Gold Silver Ratio Is Falling — and What It Means
The gold/silver ratio dropped from 62.05 to 54.94 in under a week — one of the fastest compressions in recent memory. Two forces drove it, and history offers a clear parallel for what tends to follow.Read More