The 10-Year Yield Just Hit an 18-Year High. Gold Isn’t Falling For It.

The 10-year Treasury yield hit an 18-year high Tuesday. Gold held near $4,278 instead of falling further. Here’s the real-yield mechanism behind that gap, and what changes at tomorrow’s Fed decision.

Gold Doesn’t Need a Rate Cut. It Needs What the Treasury Is Already Doing.

Six Treasury moves in six weeks, a Fed facility limit no one’s raised yet, and a Treasury Secretary calling himself ‘the house’ on the yen — GBI’s chief economist walks through what’s actually pushing gold, and how close it already sits to yield curve control.

Silver Just Fell Three Times Harder Than Gold. Here’s the PPI Story Behind It.

Silver fell 4.1% today against gold’s 1.35% drop as August PPI data landed, pushing the gold-silver ratio to 67.2 in under an hour. Here’s the mechanism behind silver’s sharper swing, and why it doesn’t touch the market’s multi-year supply deficit.

Hike Odds Doubled. Gold Is Down $46. Here Is Why.

Gold is down $46 this morning as Fed rate hike odds have quietly doubled from 16% to 36.5% in two weeks. Here is the four-step real yield mechanism behind today’s move — and why the structural case for gold remains intact.

Gold Fell. China Bought Its Most in 17 Months. Here’s Why.

Five things drove gold and silver lower this week — a stronger dollar, spiking Treasury yields, the hottest US producer inflation in over three years, a new Federal Reserve chair, and a Trump-Xi summit with no deal. All five are documented and short-term. Meanwhile, the People’s Bank of China quietly made its largest gold purchase in 17 months. That contrast is the story.

The Fed Is Frozen. The Debt Is Growing. Gold Is Watching.

Five US data stories from May 6, 2026 — ADP jobs, ISM services prices, a Treasury debt warning, 10-year yields, and a federal court ruling — and what each one means for gold investors watching US fiscal pressure build in real time.