Short-Term Pressure Pushes Gold Down  

The dollar hit an 18-month high this week, CPI lands Wednesday, and gold dipped right on cue. None of it matters if you own metal to hold, not trade. Here’s the difference between tracking a calendar and owning insurance.

Why Gold Ignored the Fed’s Fastest Rate Hikes in 40 Years 

For 50 years, rate hikes meant falling gold. In 2022 that rule broke. Here is the real-rate mechanism and the new force behind it.

Silver Is Falling Faster Than Gold Today. Here’s Why That Matters.

Both metals are sliding today, but silver is falling noticeably faster than gold — and the gap says more about silver’s industrial demand than about Treasury yields. Here’s what the widening gold-silver ratio actually means for how you’re allocated.

Gold Is Rising Today. A 24-Year-High Bond Yield Says It Shouldn’t Be.

Gold climbed 0.85% today and silver added 0.46%, even as the 10-year Treasury yield touched its highest level since 2002. A weak jobs report softened Fed-hike odds, but the bond market had its own, opposing say.

Treasury Yields Are Tightening: What It Means for Gold

Long-term Treasury yields remain elevated even as expectations for an immediate Fed hike fade. Here is why that bond-market tightening matters for gold, real yields, and the outlook for investors.

The $145 Trillion Market That Moves Gold More Than the Fed

Everyone watches the Fed for clues on gold. The real mechanism runs through bonds: the real yield they quietly set, why Treasury selling doesn’t mean gold buying, and why central banks keep buying anyway. The video breaks down what the Fed can’t explain.

September Payrolls Just Missed by 70,000. Gold and Silver Didn’t Wait to React.

September payrolls missed by 70,000 against consensus, and gold and silver reacted within the same reporting minute. This breaks down the real-yield mechanism connecting the two and what the miss means for the Fed’s October 28 rate decision.

The ISM Number Barely Moved. The One Underneath It Just Jumped.

September’s ISM Manufacturing PMI barely budged — but its Prices Paid sub-index spiked to a multi-month high, reopening the factory-gate inflation question the Fed can’t ignore.

A 6% Yield Could Make or Break Gold’s Rally

Gold just had its best two years in decades, then stumbled in September. GoldSilver’s chief economist Trey Reik says one number decides what happens next: the 10-year Treasury yield. Here’s his threshold, and why he doesn’t think this is 1980 again.

Gold Jumps as Core PCE Cools More Than Expected, Overshadowing the ADP Jobs Beat

A cooler-than-expected inflation reading outweighed a strong jobs report today, sending gold higher while silver stayed behind. Here is the real-yield mechanism behind the split, and what it signals about the Fed’s actual room to maneuver before October.