Gold Slipped at the Open. China Bought the Dip. Again.

Chinese gold ETFs just posted 14 straight sessions of inflows worth $1.2 billion — the longest streak since March. Here is the institutional rotation mechanism behind gold’s floor, and why it holds regardless of what tomorrow’s CPI print delivers.
Q1 GDP Beat. Jobless Claims Beat. Gold Rose. Here’s Why.

Strong GDP data is actually bad news for gold’s paper price. When the economy grows faster than expected, the Federal Reserve gains permission to raise interest rates — and higher rates increase the cost of holding non-yielding assets like gold. Here’s the mechanism, what June 25’s triple data release confirmed, and what it leaves unchanged for long-term holders.
Gold Price History: From $35 to $4,500 in 100 Years

Gold went from $35 in 1971 to around $4,500 today — a 12,000% gain since the gold standard ended. Meanwhile, the dollar lost 96.9% of its purchasing power over the same period. These are not two separate stories. This is the complete gold price history: decade by decade, the real cause behind every major move, and what a century of data tells investors right now.
UBS Just Cut Its Gold Target by $400. The Part They Kept Is the Real Story.

UBS trimmed its year-end gold forecast to $5,500 on rising Treasury yields and a stronger dollar. What the bank didn’t revise tells you more than the $400 cut did.
Gold Falls 0.5% on Iran Deal: The Floor Holds

Gold dropped half a percent on Iran peace optimism today. In any prior cycle that news would have sent it down three. That gap — between what should have happened and what did — is the story.
Gold Up 40% in a Year. The Moody’s Downgrade Explains Why.

One year ago, Moody’s completed a 15-year process — stripping the US of its last AAA credit rating. Gold closed at $3,237 that day. It trades above $4,550 today. Here’s what happened, why it happened, and what it means for the year ahead.
April Jobs Beat 115K. Gold Held. The Dollar Didn’t. Here’s Why

April payrolls hit 115,000 — more than double the 55,000 Dow Jones consensus — and the dollar sold off anyway. Gold held at $4,723. Soft wages and persistent inflation expectations explain why the Fed is frozen. Here’s the mechanism.
Why Peace Is Bullish for Gold in 2026 (And War Isn’t)

War usually pushes gold higher. But since Operation Epic Fury began in February 2026, the opposite has played out — gold sells off on escalation and rallies on peace. The reason ties back to fiscal dominance, oil prices, and the path to lower interest rates. This article breaks down the pattern, the macro logic behind it, and what it means for short-term and long-term gold investors.
What the IMF’s Inflation Forecast Shift Means for Gold

The IMF spent weeks building its 2026 economic forecast. On May 4, its managing director declared it obsolete — and the reasons why create the clearest structural signal for gold investors this year.
How Warsh’s Inflation Measure Could Move the Gold Price

The incoming Fed Chair wants to change how inflation is measured. That single shift — from core PCE to trimmed mean — could reopen the path to rate cuts and compress the real yields that drive gold.
