#inflation

12 posts

gold Jul 24, 2026

Oil Just Hit $100. Gold Fell Anyway. Here's Why That Should Worry You More.

Middle East tensions pushed Brent crude above $100, but gold dropped 2% while silver climbed — a divergence that says more about the Fed than about safe havens.

gold Jul 18, 2026

The Safe-Haven Paradox: Gold and Silver Are Falling in a War

Oil is near $90, Iran closed the Strait of Hormuz, and gold still can't hold $4,000. Here's why the 'safe haven' isn't behaving like one.

gold Jul 14, 2026

Gold Jumped 2% on Today's CPI. Silver Shrugged. That Gap Is the Story.

June CPI cooled to 3.5% and gold popped 2% in an hour. Silver barely moved, pushing the gold/silver ratio to its widest point in weeks.

gold Jul 10, 2026

HSBC Cut Its Gold Forecast by $304 — After the Price Already Moved

HSBC slashed its 2026 gold forecast to $4,560 from $4,864 this week. The bank isn't predicting the market. It's describing what already happened.

gold Jul 9, 2026

The Fed Chair Won't Even Guess Anymore. That Should Tell You Something.

Kevin Warsh skipped his rate projection at the June FOMC meeting — the first Fed chair to do that since 2012. Here's why that matters more than the headline vote.

gold Jul 8, 2026

Gold Fell the Day Tankers Got Hit in the Strait of Hormuz. Let That Sink In.

The U.S. struck Iran, two tankers got hit in the Strait of Hormuz, and gold went down. Silver slipped below $60. Here's why 'safe haven' isn't what you think it is.

silver Jul 2, 2026

Silver at $60: What a 50% Drop From the Highs Means for Your Stack

Silver was at $120 in January. It's $60 today. Before you panic-sell or panic-buy, here's what's actually happening.

gold Jul 1, 2026

Gold's Worst Quarter Since 2013: The Warsh Effect

Gold is down 14% this quarter — the steepest drop since 2013 — and one policy pivot is almost entirely to blame.

silver Jun 28, 2026

Silver Is Down 20% This Month. The Fed Just Put It on Sale.

Silver has fallen 20% in a month as the Fed turns hawkish — but the structural demand story hasn't changed. Here's what stackers should do.

silver Jun 27, 2026

Silver Hits a 7-Month Low. Physical Demand Just Hit a Near-Record High.

Silver is trading near $57 — down 47% from January's all-time high — while Q1 bar-and-coin demand was the second highest quarter ever recorded.

silver Jun 26, 2026

Silver's 10% Weekly Drop Is Macro Noise — The Supply Math Hasn't Changed

Silver fell nearly 10% this week on Fed rate-hike fears, but its sixth consecutive annual supply deficit remains intact. Here's how to think about it.

silver Jun 25, 2026

Silver Takes the Fed's Punch: What Rate Hike Fears Mean for Your Stack

Fed rate hike expectations hit silver harder than gold this week — but China's physical demand and ETF inflows tell a more complicated story.