Inflation Reopens the Fed Tightening Debate: October’s New Test for Gold
How September CPI reopened the October Fed rate-hike debate, and why real yields, the dollar and demand matter for gold.
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Read documentation: Inflation Reopens the Fed Tightening Debate: October’s New Test for GoldBond Market Stress Weighs on Gold: Why Weak Jobs Data Are Not Enough
Read documentation: Bond Market Stress Weighs on Gold: Why Weak Jobs Data Are Not EnoughJust five days ago, gold received news that—according to traditional market rules—should have given it a significant boost. The US economy added only 29,000 jobs in September, well below the expected 90,000, and bets on an interest rate hike at…
The Digital Euro and Gold: Does European Payment Autonomy Change the Equation?
Read documentation: The Digital Euro and Gold: Does European Payment Autonomy Change the Equation?Five channels connect Europe’s digital euro project to gold: currencies, real yields, inflation, geopolitical risk and investment flows. None guarantees a rally.
Why Gold Failed to Rally on Weak US Jobs: Yields and Oil in October 2026
Read documentation: Why Gold Failed to Rally on Weak US Jobs: Yields and Oil in October 2026An economic review of the week ending October 2, 2026. Intraday prices are dated observations. The weekly settlement quoted below belongs to the October COMEX contract, not spot gold. Under the conventional reading of gold, late September and early October…
Between Higher Rates and Lighter Bank Oversight: What the Fed’s Policy Split Means for Gold
Read documentation: Between Higher Rates and Lighter Bank Oversight: What the Fed’s Policy Split Means for GoldThe Fed is tightening monetary policy while considering lighter oversight for large banks. What this policy split means for gold, yields and financial risk.
Gold in 2026: Why It Can Rise as the Fed Prepares to Hike
Read documentation: Gold in 2026: Why It Can Rise as the Fed Prepares to HikeGold’s 2026 market shows why rates remain important but no longer explain bullion alone, as structural demand adds a second force to the equation.
How Media Shapes Gold: The Influence—and Limits—of Financial Headlines
Read documentation: How Media Shapes Gold: The Influence—and Limits—of Financial HeadlinesHow does media influence gold? An examination of financial headlines, investor narratives and the evidence needed to separate attention from causation.
The US–Japan Intervention to Support the Yen in August 2026: How Did the Shock Spread From the Currency Market to Gold?
Read documentation: The US–Japan Intervention to Support the Yen in August 2026: How Did the Shock Spread From the Currency Market to Gold?The yen’s sharp rise in early August 2026 wasn’t just a sudden move in the currency market. After the dollar approached the 164-yen level, Japan intervened to support its currency — and the United States joined in, an exceptional step…
The Safe Haven Paradox: Why Did Gold Drop 30% During the 2008 Crisis? And What Does Today’s Decline Tell Us?
Read documentation: The Safe Haven Paradox: Why Did Gold Drop 30% During the 2008 Crisis? And What Does Today’s Decline Tell Us?Trading screens today recorded a decline in gold prices by 2.54%, reaching a level of $4,015.99 per ounce. This momentary retreat revives the eternal and legitimate question investors ask at every turn: Is gold truly a safe haven? And why…
France’s Gold Reshuffle: What Really Happened and Why It Matters
Read documentation: France’s Gold Reshuffle: What Really Happened and Why It MattersIn early 2025, headlines across financial media announced that France had “sold” 129 tonnes of gold previously stored at the Federal Reserve in New York. The story spread quickly, and with it came a wave of misinterpretation. Some framed it…
