Fed Decision, Food Inflation Shock, and More $4K Gold Predictions

Daily News Nuggets | Today’s top stories for gold and silver investors
September 17th, 2025  

Gold Pauses After Record Surge Ahead of Fed Decision 

Spot gold dipped 0.7% to $3,663 per ounce today, retreating slightly from Tuesday’s all-time high of $3,703. The pullback comes as investors brace for the Federal Reserve’s rate decision this afternoon — potentially its first cut since 2020. 

Wall Street is betting on a quarter-point cut, hoping for relief as economic growth slows while inflation remains stubborn. A dovish Fed could propel gold to new heights, while a surprise hold might trigger a deeper pullback. With real rates still negative, any move toward easier money reinforces gold’s appeal as the ultimate safe haven. 

But the Fed faces more than just economic pressures these days…

Trump vs. The Fed: Political Pressure Threatens Central Bank Independence 

President Trump is ramping up attacks on the Federal Reserve, suggesting he’d fire dissenting governors if given a second term. The threats come despite a recent D.C. Circuit Court ruling that presidents can’t remove Fed officials over policy disagreements. 

This political theater is creating real market uncertainty. History shows that when central bank independence comes under fire — think the inflation-ravaged 1970s — investors flee to gold. As confidence in monetary policy wavers, assets without counterparty risk become increasingly attractive. The mere perception of political interference could fuel the next leg of gold’s rally. 

Inflation: The Numbers Say 3% — Your Grocery Bill Says Otherwise 

While officials debate monetary policy, American families face a different reality. The CPI may show inflation cooling to 3%, but your grocery store tells another story entirely. In 2025 alone:

• Coffee prices are up ~20.9% YoY. 

• Steak is up ~16.6%, beef roasts ~13.6%, ground beef nearly 13%. 

• Eggs are up ~10.9%. 

• Oranges cost ~5‑6% more. 

These aren’t luxury items — they’re kitchen staples hitting working families hard. When core necessities outpace wage growth, the purchasing power erosion becomes painfully real. Every trip to the grocery store becomes a reminder of why investors have trusted gold for centuries — it holds its value while paper money quietly erodes. 

Hong Kong Rebuilds Its Gold Hub, Invites China to Center Stage 

Hong Kong is transforming itself into a gold trading powerhouse with new tax incentives, modern clearing systems, and stronger connections to China’s vast gold market. It’s an ambitious move that could reshape how precious metals flow through Asia. 

The timing isn’t coincidental. As geopolitical tensions reshape global alliances, Asian nations are embracing gold as more than an investment — it’s becoming a cornerstone of financial sovereignty. This regional pivot toward physical gold ownership suggests we’re looking at sustained demand that could support prices well into the future. 

Another Banking Giant Goes Bullish: Deutsche Bank Sees $4,000 Gold 

Add Deutsche Bank to the growing list of major banks turning bullish on gold. The German financial giant now sees prices hitting $4,000 by late 2026 — joining Goldman Sachs, Bank of America, and UBS in raising their forecasts this year. Their analysts cite the usual suspects: falling real rates, stubborn inflation, geopolitical chaos, and central banks that can’t stop buying. 

The real story? Major financial institutions are abandoning their long-held skepticism about gold — and that shift in sentiment could be as powerful as any fundamental driver. 

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