Real Yields vs. Nominal Rates: The Number That Actually Moves Gold

The Fed hiked and gold barely moved, because the real driver isn’t the policy rate. Here is the FRED data showing exactly which number explains gold’s September swings, and a simple rule of thumb for checking it yourself on any future move.
Five Institutions Just Changed How You Can Own Gold and Silver

In one 24-hour window: Goldman trims its 2026 gold forecast, Bank of Taiwan opens a custody desk, Paxos turns gold leasing into a token, Hong Kong eyes a bigger reserve, and Scottsdale Mint flags a silver refining backlog. Different institutions, one shared signal.
Gold and Silver Rebound as the Dollar and Treasury Yields Take a Pause

Gold and silver bounced Friday as a pause in the dollar and Treasury-yield rally eased pressure on both metals, even as they remain on track for a net weekly loss.
India’s Gold Imports Fell 58%. Silver Imports Rose 127%.

The same 15% duty hit gold and silver in India this August, but only gold imports collapsed. Kotak Institutional Equities lays out three explanations, and the real story is what official trade data can’t measure.
