Daily News Nuggets | Today’s top stories for gold and silver investors
November 26th, 2025
Gold Climbs as Traders Boost Rate-Cut Bets
Gold nudged toward a two-week high overnight after softer U.S. data and rising expectations of a 2026 rate-cut cycle sent the dollar lower. According to Reuters, spot gold firmed as Treasury yields retreated and traders priced in a faster pivot from the Fed in the wake of cooling economic momentum. Demand from Asia also helped, with India’s physical buying slightly elevated ahead of year-end festivals.
When yields wobble and the Fed’s path becomes uncertain, gold tends to act as a stabilizer. This latest move echoes a recurring theme of 2025 — every hint of monetary easing has pulled investors deeper into safe-haven assets.
That rally didn’t happen in a vacuum. Treasury markets are shifting too.
Treasury Yields Ease After Ultralong Selling Wave Slows
After weeks of pressure, U.S. Treasury yields finally dipped as demand returned to the long end of the curve. MSN reports that 30-year yields — which recently surged on heavy issuance and global demand concerns — have begun to pull back. Traders say pension funds and insurers are stepping back in, unwinding some of the recent volatility.
The reprieve cools financial stress but doesn’t solve the deeper problem: the U.S. is still running historically high deficits, and refinancing needs keep mounting. In that environment, gold becomes the pressure valve for market anxiety — especially when long-term rates stay erratic.
But the bigger question hanging over both yields and gold? Who’s steering monetary policy next year?
Kevin Hassett Floats His Case for Fed Chair
Former Trump economic adviser Kevin Hassett publicly made his pitch to run the Federal Reserve, arguing that the U.S. needs a “reliably rules-based” approach. Hassett signaled support for stricter policy discipline — a stance that could conflict with markets increasingly expecting rate cuts next year.
Here’s why it matters: A hawkish Fed chair could keep real rates elevated longer, pressuring risk assets and economic growth. But there’s a twist — prolonged uncertainty over Fed leadership has historically sent investors into gold. Markets don’t like waiting to find out who holds the keys.
He’s not the only one angling for the job.
Who Replaces Powell? The Five-Person Shortlist Takes Shape
With Jerome Powell’s term ending in early 2026, uncertainty is building around who will lead the Federal Reserve next. Yahoo Finance highlights five frontrunners — ranging from seasoned central bankers to more politically aligned candidates — each with vastly different views on inflation, regulation, and interest-rate policy.
A dovish chair could accelerate rate cuts. A hawkish pick risks tightening conditions during a fragile period. For gold investors, the key point is this: leadership transitions at the Fed tend to inject volatility into markets — and that’s when safe-haven assets typically shine.
All of this uncertainty is starting to show up in market behavior.
Markets Brace as Policy, Politics, and Rates Collide
Rate-cut bets are rising, Powell’s exit is dominating headlines, and Treasury yields are whipping around. Markets are heading into December without a clear script. Equity futures are choppy, the dollar is drifting, and commodities are catching a bid.
Gold and silver have been the quiet beneficiaries. Not from any single catalyst, but from something harder to hedge: an increasingly unreadable macro picture. When investors can’t agree on what 2026 looks like, they tend to park capital in assets that don’t depend on anyone’s promises.






