Central bank gold sales typically follow a few clear patterns: defending a currency, meeting an urgent fiscal need, rebalancing reserves, or following institutional mandates. Large or poorly communicated sales can push prices down—as the UK’s 1999 announcement showed, when news alone drove gold to a 20-year low. But today’s situation is more nuanced. In 2025 … Read more

How much of your portfolio should be allocated to gold or silver? What percentage is appropriate, and should you favor one metal over the other? These are important decisions. Allocate too little and the metals may not influence your overall returns when markets turn. Allocate too much and your portfolio may suffer if precious metal … Read more

One of Wall Street’s typically most optimistic forecasters has sharply lowered its S&P 500 projection amid concerns that recent trade policies from the Trump administration will dent corporate profits. Deutsche Bank now projects the S&P 500 will reach 6,150 by year-end, down from its prior 7,000 target. Along with the reduced price target, the bank … Read more

Scott Bessent argues that the Federal Reserve should conduct a comprehensive review of its non-core functions to guard against “mission creep” that could undermine its independence in setting monetary policy. He warns that taking on activities beyond its essential responsibilities can create conflicts that erode public trust and weaken the Fed’s ability to focus on … Read more

Gold has surged in popularity among American investors, rising five percentage points to 23% in Gallup’s April survey — the largest gain across all investment categories. This jump places gold securely in second place among preferred investments, indicating a notable shift in investor sentiment. Stocks, meanwhile, fell six points to 16%, reflecting volatility in equity … Read more

Written by: The MacroButler Savvy investors familiar with the business cycle, monetary illusion, and asset allocation within a permanent portfolio already know that inflation favors tangible assets like property and penalizes long-term contracts. In inflationary regimes, holding real assets and avoiding long-duration contractual exposures typically preserves purchasing power better than fixed claims. Equities remain relatively … Read more

Gold prices climbed 0.4% on Monday to $3,348.28 per ounce, recovering from a two-week low as investors reacted to shifting market dynamics. The uptick was supported by lower U.S. Treasury yields and a softer dollar, both of which tend to bolster demand for gold as a safe-haven asset. Market attention is also fixed on diplomatic … Read more

The first quarter of 2026 closed with a clear message from markets: energy prices raced higher, equities weakened, and gold, though pressured late in the month, largely held its ground. Year-to-date returns across major asset classes—from crude oil to the NASDAQ and Bitcoin—reflect this dynamic in stark terms. Weekly Markets Monitor Asset Class Returns Week … Read more

Renowned investor Richard Bernstein warns that current market fundamentals point to an increased risk of a sustained bear market. Bernstein emphasizes several converging factors that, in his view, raise the probability of an extended downturn. He notes weakening corporate profit margins after years of pressure from rising input costs and wage growth, which can compress … Read more

India’s gold reserves have risen significantly as a proportion of its foreign exchange holdings over the past four years. According to a recent Reserve Bank of India report, the share increased to 11.70% by March 2025, up from 5.87% in March 2021. As of the latest update, the RBI holds 879.59 metric tonnes of gold, … Read more