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What To Expect From Thursday’s Inflation Report

Thursday’s inflation report is expected to show Consumer Price Index growth of 2.5% for March, down from February’s 2.8%, marking the lowest rate since September. This decline, driven by falling energy prices, suggests post-pandemic inflation continues to fade.

However, economists warn this improvement may be temporary due to President Trump’s recent tariff announcements. The March implementation of tariffs on Chinese goods may already be affecting prices, with additional tariffs on cars, steel, aluminum, and various imports scheduled to begin in April. UBS forecasters predict inflation could reach 5% if the tariffs remain in full force, though many analysts expect negotiations will result in less severe measures than initially announced.

Two vintage house keys on a split wooden surface — left key tagged 2.65% in warm light, right key tagged 6.49% behind glass in cool shadow, with a 1oz fine gold bar centered between them — illustrating gold and Fed policy's generational divide in housing affordability
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Gold and Fed Policy: When the System Picks Winners

The Fed chair told Congress today that rate policy gave one generation a once-in-a-lifetime shot at homeownership and priced the next one out. That admission — made under oath — is the clearest official statement yet of what sound money holders have long understood: the dollar system picks winners and losers based on timing. Gold doesn’t.

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Silver price outlook July 2026 — XAG/USD daily chart showing silver's spike to $121 in January 2026 and correction to $58.99, with a physical silver bar in the foreground.
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Silver Price Outlook July 2026: Two Catalysts, One Setup

Silver trades at $58.55 — down 52% from its January all-time high, yet the supply deficit is widening, the gold-silver ratio sits at 69:1, and institutional forecasts remain well above current prices. Here is what June CPI and the July 28–29 FOMC meeting mean for silver right now.

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Gold coins stacked next to a US dollar bill — why the 10-5-3 rule fails gold and silver investors
Articles

Why the 10-5-3 Rule Fails Gold and Silver Investors

Excerpt:
The 10-5-3 rule helps investors set return expectations for stocks, bonds, and cash. But gold and silver aren’t paper assets — and measuring them with a framework built for yield and earnings leads to the wrong conclusions every time. Here’s what precious metals investors use instead.

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Two vintage house keys on a split wooden surface — left key tagged 2.65% in warm light, right key tagged 6.49% behind glass in cool shadow, with a 1oz fine gold bar centered between them — illustrating gold and Fed policy's generational divide in housing affordability
News

Gold and Fed Policy: When the System Picks Winners

The Fed chair told Congress today that rate policy gave one generation a once-in-a-lifetime shot at homeownership and priced the next one out. That admission — made under oath — is the clearest official statement yet of what sound money holders have long understood: the dollar system picks winners and losers based on timing. Gold doesn’t.

Read More »

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