Jackson Hole Is 14 Days Away. What Warsh Says Could Move Gold More Than Any Inflation Print.

Fed Chair Warsh calls Jackson Hole a chance to frame “the big questions.” Here’s the real-yield mechanism that makes his August 27 speech the most important gold catalyst of the month.

Gold Hit a Two-Month High. Then It Pulled Back. The PPI Data That Caused Both Moves Is What Matters.

Gold hit a two-month high on Wednesday, then gave back ground Thursday as energy costs complicated an otherwise clean inflation signal. PPI came in flat. September Fed hike odds fell to 40%. ETF money is returning. Citi put a $90 target on silver. Here are the five developments shaping precious metals right now.

Two Soft Inflation Prints. Gold Is Still Below $4,500. One Number Is Keeping It There.

Two consecutive soft inflation prints — July PPI flat, CPI up just 0.1% — should be pushing gold through $4,500. Here is the one number keeping the ceiling in place, and the threshold to watch for when it lifts.

The Economy Lost 23,000 Jobs. Gold Climbed Toward $4,400. Here’s the Mechanism.

When the US economy loses 23,000 jobs and gold climbs toward $4,400, most investors are confused. Here is the exact monetary mechanism that explains why a bad jobs report is consistently good for gold — and why the composition of this rally makes it more durable than most.

Two Inflation Numbers Come Out Every Month. The Fed Only Cares About One.

The Fed releases two inflation numbers every month — headline CPI and core CPI. They tell very different stories, and the Fed only acts on one of them. Here is what each measure captures, why the Fed leans on core PCE to set interest rates, and why that gap between what you pay and what the Fed watches matters for gold investors.

Five Unrelated Forces All Moved Gold and Silver Higher Today. That Doesn’t Happen Often.

Five unrelated forces moved gold and silver higher on August 12, 2026 — and their convergence on a single session is rarer than it looks. July CPI landed clean, China’s central bank extended its record 21-month buying streak, gold entered overbought territory for the first time since March, silver’s dual engines fired simultaneously, and the Strait of Hormuz remains closed. Here is what each one means.

Gold Climbs 1% Ahead of July CPI. Here Is Why the Print Matters More Than the Number.

Gold climbed above $4,427 on Wednesday as markets positioned ahead of the July CPI release and cut September Fed hike odds to 50-50. Here is the real-yield mechanism driving the move — and why the structural case is unchanged regardless of the print.

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.

Why Is Silver Outperforming Gold Today? The Dual-Engine Mechanism Explained.

Silver is up 3.65% today while gold rises 1.04%. The gold-silver ratio has compressed to 66.55. Here is the specific mechanism behind the gap — silver’s dual monetary and industrial demand engines — and why Wednesday’s CPI report matters more for silver than it does for gold.

The Fed Printed $7 Trillion. Velocity Kept It Quiet. That’s Changing.

The Fed printed trillions. Inflation didn’t follow — not immediately. Here’s the monetary mechanism that kept it quiet, why it’s now reversing, and what the velocity of money chart is signaling for gold investors right now.