Why Is Gold Not Going Up? The Bears Vanished in June

Every futures market has two sides. Gold has been running on one since June, when short positions fell 35% in a single week and stayed down. That removes the buying that normally cushions a decline. Here is why the paper price is fragile right now, and why the ounce is not.

JP Morgan Just Flagged a Silver Demand Warning. Silver Rose Anyway. Here Is Why

Silver is up more than 2.5% on Monday while gold gains roughly 1%. J.P. Morgan’s commodities team flagged softening demand in China and India — yet the price is rising. Two mechanisms explain why.

Zero Tankers Crossed Hormuz on Sunday. Oil Hit $89. Gold Barely Moved.

The 60-day US-Iran MOU expired this weekend with no replacement deal. Shipping through the Strait of Hormuz collapsed to zero. Oil climbed. Gold held. Here is why the non-reaction is actually the most important signal in this story.

Gold Rebounds to $4,392 as Sentiment Crashes to 51 and Inflation Expectations Rise

The University of Michigan’s August Consumer Sentiment Index fell to 51 — missing the 54.5 consensus and ending two months of improvement — while inflation expectations rose to 4.3%. The simultaneous drop in growth confidence and rise in price expectations creates a stagflation signal that limits the Federal Reserve’s options and extends gold’s tailwind heading into September.

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.

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.

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.

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.

Gold Opened at Its Highest Level Since June. Five Things Are Keeping It From Going Higher.

Gold hit a seven-week high after July’s jobs shock cut September rate-hike odds to 44%. Five forces are now pulling on the outcome — and CPI Wednesday is the override switch.