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Gold

China’s AI Stocks Just Lost Nearly 40%. Does Gold Rise With the Panic, or Fall With It?

China’s AI-heavy STAR50 index has lost nearly 40% in six months. Last week’s US tech selloff already answered the obvious follow-up question: gold fell too, for a specific, limited reason — not because the case for…

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Split-frame image of a declining red stock chart on a computer monitor next to a stack of gold bars and coins, representing gold’s price during an AI-stock-driven market selloff

Next on the wire

Eight more dispatches on gold, silver, and the rates around them.

Stacked gold bars and a gold coin on a dark metal table, with a blurred industrial factory floor in the background.GoldWhy This Week’s Data Beat Still Matters for Gold Prices
Stack of silver bars arranged in a pyramid, with one bar pulled partway out of the middle row, lit by warm side lighting against a dark background — illustrating the reversal in speculative silver positioning ahead of the Fed’s October 2026 decision.SilverSilver Price Outlook October 2026: The Fed Hold Is Locked. Positioning Isn’t.
Federal Reserve building in Washington, D.C., where this week’s FOMC decision could move gold price today.Oil & energyGold Steadies Near $4,000 as Oil Eases and the Fed’s Biggest Week Begins
A gold bullion bar resting on a leather-bound ledger with blurred financial charts in the background, representing gold reservesGoldRussia Is Selling Its Gold, And That’s Good News For Owners
Stacked gold and silver bars with an oil pumpjack silhouetted at sunset, representing the gold silver ratio todayOil & energyGold Falls as Oil Pushes Fed Rate-Hike Bets Higher
Oil pumpjack on flat dry ground at golden hour under a deep blue skyOil & energyGold Buys Less Oil Than a Year Ago. It’s Still Twice the Norm.
Wall calendar with one date circled in blue ink, illustrating the timing of the Social Security COLA vs inflationFed & yieldsSocial Security’s 3.6% Raise Arrives Late by Design
A small gold bar on a precision scale, showing how position size shapes the cost of a gold correction.GoldHow Gold’s Correction Impacted Portfolios

Spot and futures

Gold on the tape

Price moves, forecasts, and the flows that set the bullion bid.

Open Gold

Stacked gold bars and a gold coin on a dark metal table, with a blurred industrial factory floor in the background.GoldWhy This Week’s Data Beat Still Matters for Gold Prices
Federal Reserve building in Washington, D.C., where this week’s FOMC decision could move gold price today.Oil & energyGold Steadies Near $4,000 as Oil Eases and the Fed’s Biggest Week Begins
A gold bullion bar resting on a leather-bound ledger with blurred financial charts in the background, representing gold reservesGoldRussia Is Selling Its Gold, And That’s Good News For Owners

Industrial and monetary

Silver beside the bid

Deficits, lease rates, and the days silver outruns gold.

Open Silver

Stack of silver bars arranged in a pyramid, with one bar pulled partway out of the middle row, lit by warm side lighting against a dark background — illustrating the reversal in speculative silver positioning ahead of the Fed’s October 2026 decision.SilverSilver Price Outlook October 2026: The Fed Hold Is Locked. Positioning Isn’t.
Federal Reserve building in Washington, D.C., where this week’s FOMC decision could move gold price today.Oil & energyGold Steadies Near $4,000 as Oil Eases and the Fed’s Biggest Week Begins
Stacked gold and silver bars with an oil pumpjack silhouetted at sunset, representing the gold silver ratio todayOil & energyGold Falls as Oil Pushes Fed Rate-Hike Bets Higher

Rates and inflation

Yields that move bullion

Fed votes, real yields, and the jobs and inflation prints traders price into metal.

Open Fed & yields

Stacked gold bars and a gold coin on a dark metal table, with a blurred industrial factory floor in the background.GoldWhy This Week’s Data Beat Still Matters for Gold Prices
Stack of silver bars arranged in a pyramid, with one bar pulled partway out of the middle row, lit by warm side lighting against a dark background — illustrating the reversal in speculative silver positioning ahead of the Fed’s October 2026 decision.SilverSilver Price Outlook October 2026: The Fed Hold Is Locked. Positioning Isn’t.
Federal Reserve building in Washington, D.C., where this week’s FOMC decision could move gold price today.Oil & energyGold Steadies Near $4,000 as Oil Eases and the Fed’s Biggest Week Begins

Supply

Mines and vaults

Producer deals, ore grades, and the pits that feed the bullion market.

Open Mining

Gold bar in sharp focus against a blurred, illuminated world map, illustrating the jurisdictional risk behind the Gold Fields Northern Star takeover rejectionMiningGold Fields’ $27 Billion Bid Got Rejected. The Reason Is a Risk Bullion Doesn’t Carry.
Gold bar linked to five icons, including a border gate and digital token, illustrating Russia gold export controls and other institutional gold market moves.GoldGold’s Price Barely Moved. Five Institutions Repositioned Anyway.
Stacked gold bullion bars in soft directional light beside a blurred trading monitor showing mining stock tickers and a price chart, illustrating the divergence between gold mining stocks and physical gold bullion.MiningGold Fell 1.62% Today. Gold Miners Didn’t. Here’s the Math.

Latest dispatches

The front of the precious metals archive.

Stacked gold bars and a gold coin on a dark metal table, with a blurred industrial factory floor in the background.GoldWhy This Week’s Data Beat Still Matters for Gold Prices
Stack of silver bars arranged in a pyramid, with one bar pulled partway out of the middle row, lit by warm side lighting against a dark background — illustrating the reversal in speculative silver positioning ahead of the Fed’s October 2026 decision.SilverSilver Price Outlook October 2026: The Fed Hold Is Locked. Positioning Isn’t.
Federal Reserve building in Washington, D.C., where this week’s FOMC decision could move gold price today.Oil & energyGold Steadies Near $4,000 as Oil Eases and the Fed’s Biggest Week Begins
A gold bullion bar resting on a leather-bound ledger with blurred financial charts in the background, representing gold reservesGoldRussia Is Selling Its Gold, And That’s Good News For Owners
Stacked gold and silver bars with an oil pumpjack silhouetted at sunset, representing the gold silver ratio todayOil & energyGold Falls as Oil Pushes Fed Rate-Hike Bets Higher
Oil pumpjack on flat dry ground at golden hour under a deep blue skyOil & energyGold Buys Less Oil Than a Year Ago. It’s Still Twice the Norm.
Wall calendar with one date circled in blue ink, illustrating the timing of the Social Security COLA vs inflationFed & yieldsSocial Security’s 3.6% Raise Arrives Late by Design
A small gold bar on a precision scale, showing how position size shapes the cost of a gold correction.GoldHow Gold’s Correction Impacted Portfolios
White-gloved vault worker inspecting a physical gold bullion bar on a metal table beside inventory records, illustrating central bank gold reserve management.Central banksCentral Bank Gold Buying: Why 39 Tonnes Matters
Gold bullion bar on a financial trading desk with declining stock market charts in the background, illustrating the AI stock selloff and market uncertainty.Fed & yieldsInvestors Turn to Treasuries as AI Stocks Slide
Gold bullion bars stacked on steel shelving inside a secure vault, illustrating London gold vault holdings in Q3 2026.GoldLondon Gold Vault Holdings Rose 3.78% in Q3. What Changed?
Stacked physical gold bullion bars on a dark financial desk beside a newspaper showing market charts.GoldGold Rebounds Above $4,130: What Changed for Owners?