Market context
Follow the story. See which markets it affects. Explore the context.
UBS retracted its long-standing recommendation to lock in short-term bond yields, pivoting to forecast two Fed rate hikes following robust labor data. The bank expects a firmer US dollar and rising y…
Newmont Corporation reported strong Q2 earnings driven by surging gold prices, which averaged over $4,500 per ounce. Higher realized prices offset lower quarterly output, while operations at Cadia no…
Greenlight Capital underperformed the S&P 500 in Q2 2026, citing losses from gold and interest rate positions amid speculative market conditions. The firm highlights Versigent PLC (VGNT) as a long-te…
Gold is rallying amid inflation and debt concerns, but rising yields and potential dollar strength pose headwinds. While some experts predict a structural bull market, bonds offer income that gold la…
Deutsche Bank warns US Treasury bond buybacks and FX maneuvers represent financial repression to suppress yields. By preventing Treasury yields from adjusting higher, downward pressure will shift to …
UMich consumer sentiment fell sharply to 51 in August, missing estimates, as inflation expectations rose to 4.3%. Markets now see 70% odds the Fed holds rates in September, weakening USD outlook.
Citi sees improving backdrop for gold as U.S. front-end rates roll over, with bull steepening/flattening favoring the metal. However, bank awaits price consolidation before adding exposure, citing pr…
Siegel says Fed likely skips September hike if oil stays near $80, citing cooling CPI/PPI and lower PCE forecasts. S&P 500 hit 7,800 as AI-driven earnings broaden and value stocks rotate higher.
T. Rowe Price sees gold as a long-term hedge against debt, deficits, and currency weakness despite recent weakness tied to higher real interest rates. Spot gold trades near $4,380, down 0.6%.
CPI inflation data may reduce odds of a September Fed rate hike after weak July jobs report. Tech goods pricing, partly influenced by Apple price hikes, could push inflation reading higher than expec…
Mortgage rates edged higher Tuesday as 30-year fixed hit 6.59%, amid Trump's comments on 'low-keying' Iran negotiations, suggesting reduced geopolitical risk premium in markets.
Rising CPI (3.8%) and 30-year Treasury yields at 2007 highs make a September Fed rate hike near-certain. Geopolitical tension in the Strait of Hormuz has spiked oil prices, fueling inflation and favo…
Mortgage rates fell across terms ahead of Friday's July jobs report, with 30-year fixed at 6.58% and 15-year at 5.90%, signaling softer economic data expectations and potential Fed rate-cut bets.
JPMorgan reiterates its bullish long-term target of $5,000/oz for Gold, citing its role in wealth protection amid economic uncertainty.
DXY hovers near 100 as hawkish Fed bets from strong ISM PMI clash with coordinated yen intervention and falling oil prices. Technical support at 99.49 is critical; a break could pressure gold and Bit…
Fed Chair Warsh held rates steady but praised bond markets for tightening financial conditions. 30-year Treasury yield hit 5.27%, highest since 2007, as Warsh signals reliance on market-driven tighte…
Ray Dalio warns cash is the worst long-term investment due to inflation and taxes, urging diversification into gold, real estate, and art. Gold targets of $5,000-$10,000/oz cited by JPMorgan and Dimo…
Texas Precious Metals sees the gold and silver pullback as a buying opportunity, citing strong central bank purchases and rising retail/ETF demand supporting a multi-year bullish trend.
BCA Research says gold's 26% selloff since January's peak is nearing exhaustion, citing easing real rate headwinds and a dollar shift from headwind to tailwind, recommending long positions.
JPMorgan's CEO Jamie Dimon warns of a looming bond crisis and market correction due to geopolitical tensions and high valuations, urging investors to diversify into gold and real estate instead of st…