Gold Editorials & Commentary

The question of whether the Federal Reserve lowers interest rates at its next meeting in March, raises them or continues “the pause”, will be on everyone’s minds when Personal Consumption Expenditures (PCE) inflation data comes out this Thursday.

A lot's happened to the world in the past 5 years. And there's certainly been a lot of activity in the gold and silver space that's led us to the current market dynamics.

The Consumer Price Index numbers have recently come in with a slight decline to 3.1 percent YOY in January 2023. This is down from a peak in June 2022 of 9.06 percent inflation. Federal Reserve officials laude this as a victory.

With Thursday’s US PCE report dead ahead, whipsaw action could be a big gold market theme this week.

Borrowing continues to get more and more expensive for Uncle Sam. The U.S. Treasury held two auctions on Monday, selling 2-year Treasuries and 5-year notes. Both auctions set a record.

According to JP Morgan, gold has remained more resilient than expected over the recent Federal Reserve repricing, prompting them to mark their 1H24 forecasts modestly higher.

Gold price still disappointing speculators, but it’s doing as it should do.

In this critically important Gold Matters discussion, VON GREYERZ principals, Egon von Greyerz and Matthew Piepenburg, place the enormous risks of the current U.S. equity bubble within the much-needed context of unprecedented global economic factors.

Vince Lanci from GoldFix and Echo Bay Futures joins us to discuss the state of the current Gold market, why it’s holding above $2000 and the similarities to the start of the 1970s.

Towards the end of last week gold was being bought, while silver was being sold. And in this morning's market primer Vince Lanci looks at what happened last week in the gold and silver markets, and covers the news to get you ready for the trading week.

After moving higher on Friday, the gold price disappoints today. What’s going on? Which move is real?

Net central bank gold buying exceeded 1,000 tons two straight years, and commodity analysts at ANZ Bank expect central bank gold demand to continue hot for at least the next six years.

Gold continues to hold above $2000/oz, but the gold stocks, which have failed to get any traction, grind lower as the stock market surges.

Among the major fiat currencies in the world today, the U.S. dollar is “the best of the worst.” What that means is that there are no better alternatives.

Wars and inflation will lead to a major shift into GOLD by Central Banks, the BRICS  as well as for wealth preservation purposes.

So much for the wall of worry!  Optimists and visionaries supposedly climb it while ignoring troublesome signs that leave most investors on the sidelines, paralyzed with fear.

Adrian Day, the founder of Adrian Day Asset Management, returns to the show, and he shares his expert insights on the looming challenges in the commercial real estate sector, emphasizing the significant risks posed by foreign banks, particularly German and Japanese...

Gold’s weekly parabolic trend a week ago flipped from Long to Short. We continue to look for Gold to work lower, protected more broadly by the 2020-1936 structural support zone. 

Coming up in a moment is the first part of a two-part interview with monetary and constitutional expert Edwin Vieira. Edwin breaks down the incredible story of how America went from sound money system to a centrally planned government money system. You’ll want to...

This week on Thursday and Friday, the Dow Jones in its BEV chart below made its 20th & 21st BEV Zero of the rally.  A rally that began last November when it closed in scoring position, a close above its -5% line, and the Dow Jones has stayed there since.

Our proprietary cycle indicator is DOWN. Current data suggests overall lower gold prices. Current data supports an overall higher dollar. Our ratio is on sell signal.

According to the latest Consumer Price Index (CPI) data, prices rose by 3.1 percent over the last year. Based on my own experience at my local shopping center, that seems low.

We are seeing something in the gold market that we haven't seen in 5 years, and the last time it happened, gold climbed from $1,167 to $2,090 - a near doubling - in less than two years.

Here are today's videos and charts.

Last weekend we noted that the US stock market was due for a correction. And boy did it get one (sarcasm alert)! All of 1.5% before Nvidia’s in the bag results re-rallied the risk ‘on’ contingent and thus, the stock market. With most of the indexes making new highs...

Could restoring a depleted stash of critical minerals help to bolster security of supply, while also assisting in the energy transition? US recognition of the importance of critical minerals goes back over 100 years.

The sun may be setting on the dollar’s global hegemony. In August 2005, a little-known financial analyst named Richard Bove issued an eight-page report for Punk, Ziegel, and Company, a boutique investment bank based in New York City.

Gold trended higher from 2016 to 2020 and has consolidated around its all-time highs. However, it is not yet in a secular bull market because it is struggling to outperform the 60/40 conventional investment portfolio.

Getting more money is what investing is all about. Gold is the money of kings (and gold bugs!). It’s the greatest money, and all investors should want more.

This week for Ask an Economist, I have a question from Wilson. Wilson rightly notes the Federal Reserve targets an inflation rate of 2% and wants to know why. Why target increasing prices?