Inflation at 3.0%, Gold Funds See Historic Week

Inflation cooled to 3.0% in September, clearing the path for Fed rate cuts and sending the dollar lower. Meanwhile, gold funds saw record inflows as investors sought safety amid persistent inflation and global uncertainty.
U.S. Debt Hits $38T, J.P. Morgan Sees Gold Above $5,000

The U.S. national debt just crossed $38 trillion while inflation refuses to cool — yet the Fed is preparing to cut rates anyway. Nearly a third of America’s economy is showing recession warning signs, and J.P. Morgan just released one of the most bullish gold forecasts on record: $5,055 per ounce by late 2026.
Profit-Taking Hits Gold as CPI Doubts Build

Profit-taking clipped gold after a historic run, just as markets brace for a contentious CPI print and a grinding U.S. shutdown. On the ground, Sydney’s bullion queues stretch for hours, while India tightens gold-loan rules—signaling trust in physical metal.
Gold, Stocks, Bonds Up: The Rally That Makes No Sense

Goldman Sachs says “everything is weird” as stocks, bonds, and gold all rally together — a break from decades of market logic. With rare earths weaponized, tariffs rolling back, and a Fed rate cut looming, investors are watching gold’s next move closely.
Can Gold Hold $4,300? What Investors Need to Know

Gold consolidates near $4,260 after a historic 60% rally, but analysts warn volatility may be ahead. The ongoing government shutdown fuels safe-haven demand while India’s Diwali buyers shift from jewelry to bullion despite record prices. Meanwhile, silver’s supply squeeze eases as U.S. and China shipments flow into London markets.
“Boring” Gold Beats Nasdaq by 30% Over 5 Years

Gold just outperformed the Nasdaq over five years — up 129% versus 99% — while bank stress pushes prices to all-time highs above $4,370/oz. HSBC now forecasts $5,000 gold by 2026, citing central-bank demand and lower rates ahead. With Washington’s shutdown freezing economic data and the IMF warning of fragile financial conditions, safe-haven assets are in focus. Here’s today’s market wrap.
Gold and Silver Hit Records Amid Shutdown Stalemate

Gold set new records near $4,240 while silver hovers just below all-time highs. Trade tensions with China, a U.S. government shutdown, India’s festival demand shift, and a proposed $40B U.S. backstop for Argentina are keeping risk on edge — and the safe-haven bid alive. Here’s what matters for prices, policy, and positioning today.
Gold Price Hits $4,200: A New Era for Gold

Gold just crossed $4,200 — its strongest run in modern history — as central banks double down on bullion, silver’s price gap widens, and new geopolitical risks fuel demand for hard assets.
Tariffs Trip Crypto, Gold Steadies at $4,100; Silver Squeeze Intensifies

Tariffs jolted risk assets—and bitcoin slid—while gold held above $4,100, reinforcing its safe-haven edge. A disorderly silver squeeze hit London, Treasury yields and the dollar stay in focus, and Powell looms large. Here’s what it means for portfolios right now.
BofA Sees $5,000 Gold as Inflation and Fed Cuts Loom

Gold surged to a new record above $4,000 while silver topped $50, powered by Fed policy uncertainty, sticky inflation, and renewed U.S.–China trade tensions. Bank of America now sees $5,000 gold by 2026 as Wall Street braces for more rate cuts and rising volatility.
