BEA Stripped Silver From GDP. Here’s What It Means.

For the third consecutive quarter, the BEA stripped investment silver bar flows from official GDP trade data. Here’s what that means for the physical silver market in 2026.
Hot PCE, Stalling Growth, and an Oil Crisis That Isn’t Over

PCE inflation came in at 2.8% year-over-year in February — above the 2.6% forecast and unchanged from January. Combined with near-stalled Q4 GDP growth and an unresolved energy crisis, today’s data paints a complicated picture for the Fed and a familiar one for gold.
