#inflation

30 posts

gold Sep 23, 2026

A Month Ago a Booming Economy Lifted Gold. Today It Knocked Gold Down 1.6%.

September's flash PMI hit 58.4, the fastest output growth in over five years. Gold fell to about $4,285. The difference from August is one word: prices.

gold Sep 15, 2026

The 10-Year Treasury Yield Just Broke 5% for the First Time Since 2023. Gold Fell to a Month Low.

The 10-year hit 5.01% Monday — a level barely touched since before the financial crisis. Gold sank to its lowest since August 7.

gold Sep 11, 2026

Yesterday's Hot Inflation Print Tanked Gold. Today's Hot Inflation Print Popped It.

Core CPI came in at 0.3% against a 0.2% forecast Friday. Gold rose 1.38% and silver rose 2.12% — the opposite of Thursday's reaction to hot PPI.

gold Sep 10, 2026

Producer Prices Just Ran Hot. Silver Took the Bigger Hit.

August PPI came in at 5.4% annually, hotter than forecast, and Fed hike odds pushed toward two-in-three. Silver sold off harder than gold.

gold Sep 4, 2026

A Fed Governor Talked Gold to $4,500. One Jobs Report Talked It Back Down.

Waller's dovish comments pushed gold near $4,500 Thursday. A blowout jobs report Friday erased it, sending gold down 1.7% and silver down 3%.

gold Sep 1, 2026

A Week Ago, the Fed Was Favored to Do Nothing. Today the Odds Flipped.

CME FedWatch odds of a September rate hike jumped from 39.6% to 66.4% in a week. Gold and silver fell again — but they're still up 31% and 72% for the year.

gold Aug 30, 2026

Gold Erased a Week of Gains in One Session. Silver Fell Even Harder.

December gold futures dropped 3.24% Friday, wiping out a seven-session rally, after Fed Chair Warsh's Jackson Hole speech. Silver fell harder — 4.57%.

gold Aug 28, 2026

The Fed Chair Just Blamed the Fed for 65 Months of Inflation. Then Told You He's Done Explaining Himself.

Warsh's first Jackson Hole speech owned the inflation problem, killed forward guidance in favor of a 'quieter Fed,' and gold sold off on the ambiguity.

gold Aug 27, 2026

PCE Came In Hot. Wall Street Just Priced a 40% Chance the Fed Hikes.

Core PCE held at 3.3% and headline came in hotter than forecast. Futures now show a 40.1% chance of a September rate hike — not a cut.

gold Aug 24, 2026

The Economy Just Posted Its Best Growth in Four Years. Gold Rallied Anyway.

US business activity hit a 52-month high this week. Gold still opened above $4,600 for the first time since May and briefly topped $4,700 Monday.

ounce-by-ounce Aug 24, 2026

U.S. National Debt Hits $40 Trillion: What It Means for Your Money

The U.S. national debt just crossed $40 trillion — roughly $119,000 for every person in the country, and growing by over $1 billion a day.

gold Aug 21, 2026

The Treasury Just Doubled Its Bond Buyback. Gold and Silver Are Cashing the Check.

Bessent doubled long-bond buybacks to calm a spooked market. Gold hit $4,588 and silver hit $69.94 — both on track for their third straight weekly gain.

gold Aug 19, 2026

The 30-Year Treasury Yield Just Hit a 19-Year High. Gold Shrugged.

The 30-year yield touched 5.33% Tuesday, the highest since 2007, on fiscal fear. Gold should be getting crushed. It's up instead.

gold Aug 18, 2026

The Fed Chair Told You He Doesn't Care What the Market Thinks. Believe Him.

Gold's at $4,397 waiting on FOMC minutes Wednesday and Warsh's first Jackson Hole speech. The new chair already told you he's not following the market's script.

gold Aug 17, 2026

Gold Hit a Fresh High Monday. Silver Led. That's the Part Worth Watching.

Gold climbed to $4,398 as Fed hike odds stayed pinned at 31%, but silver outran it — and the gold-silver ratio just told you why that matters.

gold Aug 13, 2026

Producer Prices Cooled to 4.7%. Gold and Silver Fell Anyway.

July PPI came in flat, missing forecasts, and the annual rate dropped to 4.7% from 5.5%. Gold and silver sold off on the news anyway.

gold Aug 12, 2026

The CPI Report Told Us Nothing New. Gold and Silver Rallied Anyway.

July CPI matched forecasts exactly. Gold still climbed 1.36% to $4,427 and silver jumped 2.51% to $66.20. Here's why boring data moved the market.

gold Aug 12, 2026

Midweek Precious Metals Report

Gold just touched $4,400+ for the first time since early June, silver spiked to a 7-week high before reversing hard, and we're hours away from the report that could decide where both metals go next.

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.