Gold Editorials & Commentary
Gold-Eagle gold and precious metal news, market analysis and editorials from world renowned gold analysts and market experts. Stay informed with the latest news and analyses on gold prices and perspectives on the economy to guide your investing decisions.
October 1, 2026
The August personal consumption expenditures price index, the Fed’s main inflation gauge, saw an increase of 3.4%, year over year. Meanwhile, the core PCE, excluding food and energy, rose by 3%.
A lot of the scenarios we mapped last week have now played out - and in several markets, the targets were not just tested but fully reached.
Not only was it another tough week for Treasury Secretary Scott Bessent and the U.S. bond market, but we’re now officially in ‘alarm bell’ territory as the government debt crisis selloff continued at a blistering pace.
September 30, 2026
If you follow our banking work, you know that we have been covering shadow banking extensively in our articles, and our view was and still is that this is one of the major risks for the banking system.
Delaying Social Security reform would spare politicians difficult choices today while leaving taxpayers with a much larger bill tomorrow.
Investors should expect three things for the remainder of this year (2026) and throughout next year (2027): 1) a lower gold price, 2) a stronger U.S. dollar, and 3) higher interest rates.
Ask pretty much anybody, and they’ll tell you we have an inflation problem. But what does that mean? And how did it happen? Most people have no clue.
If markets dropped 35% tomorrow, would you know exactly what to do? Most people wouldn't — but this rotation strategy has helped others dramatically limit those kinds of losses. See how it works while you still have time to act...
September 29, 2026
Has gold entered a key buy zone for investors? Gold has indeed entered a buy zone, but to call it “key” is a bit of an exaggeration.
With everything from yields, fuel prices and populism rising with open elan as trust in U.S. leadership sinks to an historical nadir, most would agree that we are experiencing a palpable as well as intuitive feeling of what George Lucas might otherwise describe as a “...
Gold demand remains resilient despite higher yields and a stronger U.S. dollar. Investor demand remains robust, supported by continued ETF inflows, while physical demand is strengthening in India as local market discounts narrow amid resilient wedding-related demand....
The Indian gold market is cautiously optimistic as we approach the festive gold-buying season. Higher prices continue to weigh on gold jewelry demand even as they support investment purchases. Meanwhile, wedding buying appears “resilient,” according to the World Gold...
On a recent episode of Money Metals Weekly Market Wrap, the Money Metals podcast, host Mike Maharrey spoke with Nomi Prins about higher interest rates, rising oil prices, Treasury market strain, and accelerating government debt. Prins argued that these forces continue...
September 28, 2026
The global bond market is in disarray as bond prices keep falling after breaching two-decade lows. The 30-year U.S. Treasury bond yield exceeded 5.5% (5.532), and TLT (Treasury Long-Bond ETF) set another record low at 78.83. That’s a decline of 14% since late October...
The Dow-to-Gold ratio measures how many ounces of gold it takes to buy one “share” of the Dow Jones Industrial Average. In 2011 it took 6 ounces of gold to buy the Dow. It now takes 12 ounces of gold to buy the Dow.
Gold is correcting right now in terms of time because these short-term fundamentals are not bullish. If I could sum everything up, that's what it would be in one sentence. Gold and silver, they're correcting in terms of time more so than price because these short-term ...
September 27, 2026
Gold was at 'risk' to a sharp correction, which was expected to come from our 34-day time cycle - with the market moving into extended range back in August. We have seen that correction playing out, with the metal dropping over 450 points from that peak, into the most...
Gold and silver are ending a choppy week with a reminder that the paper markets can change direction quickly. The larger story, though, is moving at a very different speed. While traders react to every shift in interest rates, the U.S. Treasury is trying to manage...
Ongoing war and inflating rates continue to play havoc with the Gold price, which just recorded its fourth down week in the past five. Oh to be sure, Gold’s weekly parabolic trend is surviving the Long side; but as we herein penned two weeks ago, the case for: “an...
As autumn arrives on the US / Canadian border line, with its shorted days, I’m becoming more pessimistic on the prospects of the Dow Jones seeing any new all-time highs in the foreseeable future. It isn’t the season’s lower temperatures making my market outlook so...
September 26, 2026
From the standpoint of the most precious metal of all, gold, the stock market has been the star of 2026. All year we anticipated a bottom to be put in at/above the green shaded box. If that bottom is in, that is exactly where it was forged. However, later in the...
Gold sector cycle is down. Trend is up for gold & gold stocks, down for USD. Recovery rally rejected at resistance.
September 25, 2026
Treasury yields are soaring, and markets could break if they keep rising at this pace. Gold bottomed mid-year and is experiencing its first meaningful pullback. Spot prices need to close above $4,400 to signal an end to this correction.
Gold miners’ stocks remain widely overlooked, flying under the radars of most speculators and investors. That’s unfortunate, as this high-potential sector’s technicals and fundamentals both support way-higher prices ahead. Naturally bullish enthusiasm will mount as...
On August 12 the Bureau of Labor Statistics reported that consumer prices rose 0.1 percent in July and 3.4 percent over the previous twelve months, a tenth of a point below June. Markets treated the print as confirmation that the measuring rod is behaving.
September 24, 2026
With bond yields on the rise and markets penciling in another Federal Reserve interest rate hike this year, a lot of people are selling their gold. Axel Merk doesn’t think you should.
So far this year, Chinese gold imports are at the highest level since at least 2017. China ranks as the world’s largest gold market.
The 10-year yield closed Wednesday at 5.11 percent, its highest since July 2007, the five-year crossed 5 percent for the first time since 2007, and October's hike is now priced at about 70 percent after the flash PMIs showed the fastest business activity since 2021...
In this latest edition of Gold Matters, Jonny Haycock and Matthew Piepenburg, Partners at VON GREYERZ, separate the “signals from the noise” in a time of economic sea changes marked by now-undeniable debt and hence currency risks.
China's once again starting to import a staggering amount of gold, but while they're doing that, back in the West the U.S. debt crisis is entering a new level of concern.
September 23, 2026
Today is a good example of why we map scenarios before the market moves. Several markets finally made a decision: the Dollar pushed higher, Palladium delivered on our bearish roadmap, Copper printed a fresh high, while Cocoa hit both downside targets from our September...



