Gold Doesn’t Need a Rate Cut. It Needs What the Treasury Is Already Doing.

Six Treasury moves in six weeks, a Fed facility limit no one’s raised yet, and a Treasury Secretary calling himself ‘the house’ on the yen — GBI’s chief economist walks through what’s actually pushing gold, and how close it already sits to yield curve control.

Gold Fell 1.62% Today. Gold Miners Didn’t. Here’s the Math.

Gold mining stocks didn’t fall as fast as bullion today. The reason is operating leverage, and its limits: miners carry reserve depletion, debt and equity risk that physical gold never does. Here’s the mechanism, and what it means for how you hold your metal.

Gold Fell to $4,271 Today. Five Bigger Stories Are Moving Underneath It.

Gold and silver both fell today, but the more consequential news isn’t the price. Five separate stories, in UK gold regulation, Spain’s central bank custody, Peru and Mexico’s silver mine supply, offshore storage strategy, and one veteran trader’s honest confusion, are shaping where the metals go next.

Gold Just Ignored a War. Here’s What It’s Actually Watching.

Gold and silver fell Monday even as a shut Saudi pipeline and a struck vessel in the Strait of Hormuz raised the stakes in the Middle East. The real driver: Fed rate-hike odds jumped to 86.5% two days before Wednesday’s decision.