How Gold Price Is Set: The East-West Tide Explained

For 90 years, gold has moved in a recurring tide between Western financial markets and Eastern physical holders. Understanding who sets the price — and why that mechanism is shifting — is the most useful mental model a gold investor can carry.

Gold Is Down 9%. The CPI Print That Could Either Extend the Drop — or End It.

Gold is down 9% from its April high near $4,800. Two forces drove the pullback: the Iran–Israel ceasefire unwound the geopolitical risk premium, and a blowout jobs report pushed Fed rate-hike odds to 68–70% by December. The May CPI print is the next catalyst. Here’s the mechanism behind the move — and what each scenario means for physical holders.

Gold Price News: Goldman, China, CPI, and the Fed Explained

Goldman Sachs just pushed every 2026 rate cut to 2027. China’s central bank bought gold for the 19th month in a row. CPI drops Wednesday. A fragile ceasefire is holding — barely. And silver just had its worst week relative to gold in months. Here is what each story means for precious metals investors.