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Gold

Spot gold, futures, forecasts, and the flows that set the bullion price.

Two vintage gauge dials illustrating the jobs report and gold price story — September Fed hike odds needle swung high while the 10-year real yield needle barely moved.Fed & yieldsHike Odds Doubled This Week. Real Yields Didn’t.
World map with glowing nodes connecting major hubs, illustrating global gold silver storage demandGoldCOMEX Registered Gold Just Fell Below 15 Million Ounces. It’s Still Refilling.
Three brass balance scales tilted at different angles, illustrating divided fed rate hike odds and their unclear signal for goldFed & yieldsGold Isn’t Falling on a Hawkish Fed. Here’s Why.
"Empty wooden podium with microphone facing rows of conference chairs, mountain range visible through tall windows — a Fed chair's Jackson Hole speech, quiet before Kevin Warsh's Jackson Hole speech moved gold and silver marketsFed & yieldsGold and Silver Sink as Warsh Cites AI Boom to Justify More Fed Tightening
Stacked gold and silver bullion bars, representing today's gold price move as Kevin Warsh delivers his Jackson Hole speechSilverFive Things Moved Gold and Silver This Week. Only One Was Kevin Warsh.
The Treasury’s Next Move Isn’t a Rate Cut. It’s a $967 Billion Checking Account.SilverThe Treasury’s Next Move Isn’t a Rate Cut. It’s a $967 Billion Checking Account.
A stack of precious metals purchase agreement paperwork beside a stack of silver bullion bars, illustrating the COMEX silver first notice day distinction between a paper claim on silver and physical, deliverable silver.SilverSix Paper Claims, One Ounce of Silver: What First Notice Day Reveals
Five interwoven gold, silver, and metallic strands braided into one rope, symbolizing the gold bull case intact through five converging market signalsGoldFive Gold Signals Fired This Week. None of Them Are About Today’s Price.
Empty podium and microphone facing the Teton mountains at dawn, symbolizing the anticipation ahead of Kevin Warsh's Jackson Hole speech and its history of moving gold pricesGoldGold Fell 9% the Last Time Warsh Spoke. He’s Back Tomorrow.
A gold bar resting as a paperweight on a dated research note, illustrating how a gold price target expires while the metal does not.GoldGold Ran Past Wall Street’s Own Price Targets. Four Banks Disagree on What Happens Next.
Silver Beat Gold in August. Almost Nobody Said So.SilverSilver Beat Gold in August. Almost Nobody Said So.
A plain gold coin resting on a long grocery receipt, illustrating the July PCE inflation report's gap between what households paid and what they received.Fed & yieldsAmericans Spent More in July. They Got Nothing Extra for It.