Fed Governor Blames AI Chips for Inflation, Silver Falls

A Fed governor just linked AI chip costs and tariffs to more rate hikes, and gold and silver didn’t react the same way. Here’s the mechanism behind today’s split, and why silver’s industrial exposure changes the story.
Oil Jumps 4% on Hurricane and Tanker Squeeze. Why Didn’t Gold Follow?

Brent and WTI both jumped more than 4% on a Gulf of Mexico hurricane and a record Hormuz tanker slowdown. Gold rose just 0.28% and silver fell 1.81% anyway. Real yields, not oil, are setting the price today.
