The Fed Holds Rates but Leaves Tightening Open: What Changed for Gold?
The October 28 Fed decision was a 10–2 hold, not a unanimous pause. Explore what the vote, inflation and diverging bond yields mean for gold.
Gold Knowledge & Perspectives
Understand gold through its physical properties, market structure and economic context. Explore documented explanations of bullion, interest rates, inflation, central banks and financial news. Follow specific market dates in Gold Price Analysis.
Who Buys Gold When Prices Fall? UBS’s Outlook and Russia’s Reserve Changes
UBS’s $4,000 support outlook and Russia’s gold reserves reveal why structural demand, real yields and liquidity must be assessed together.
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.
Bond Market Stress Weighs on Gold: Why Weak Jobs Data Are Not Enough
Just 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?
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
An 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
The 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
Gold’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
How 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?
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…
