A sharp decline in August housing starts and building permits has pushed gold prices toward session highs. New construction fell 2.6% to an annual rate of 1.275 million units, missing economist expectations and signaling continued fragility in the American property market as high borrowing costs persist.
With U.S. unemployment filings falling to a seasonally adjusted 196,000 for the week ending September 12, gold prices have surged to $4,370.58 per ounce. The figure significantly undercut economist forecasts of 208,000, triggering a 2.50% daily gain for the precious metal just before the official Labor Department release.
The gold market climbed Thursday after the Bank of England opted to keep interest rates at 3.75%, defying pressure for a hike despite rising inflation. The decision, which mirrored analyst expectations, provided a catalyst for precious metals to recover from the previous session's selloff following the Federal Reserve’s own tightening moves.
Gold and silver prices slipped during Wednesday’s U.S. trading session, reversing earlier gains after Federal Reserve Chair Kevin Warsh signaled that additional interest rate hikes are likely necessary to curb inflation. The shift in monetary outlook drove Treasury yields higher and bolstered the dollar, weighing heavily on precious metals.
“The plain fact is that inflation is too high, and has been for too long,” Federal Reserve Chair Kevin Warsh declared Wednesday. While the market initially braced for a 25-basis-point rate hike, it was Warsh’s aggressive commitment to a 2% inflation target that ultimately sent gold prices into a slide.
With a 12-0 vote, the Federal Open Market Committee lifted interest rates by 25 basis points on Wednesday, signaling a shift in consensus among policymakers. While the move aligns with market expectations, internal projections reveal that 16 of 18 officials now anticipate further tightening measures in 2026 to curb persistent inflation.
As global sovereign debt climbs toward a projected 123.7% of GDP in G7 nations by 2026, the long-standing debate over whether Bitcoin will displace gold is losing relevance. Instead, 3iQ’s Tommaso Mancuso argues that institutional investors are increasingly treating the two as complementary assets in a shifting monetary landscape.
With markets pricing in a 90% chance of a Federal Reserve rate hike this Wednesday, investors are bracing for volatility. Yet, FxPro’s Alex Kuptsikevich argues that any immediate price dip in gold following a hawkish policy shift should be viewed as a strategic entry point for long-term holders.
India’s gold imports tumbled 57.75% to $2.3 billion in August, even as silver shipments surged by 127% to $1.02 billion. The sharp divergence highlights a growing struggle in the world’s second-largest gold market, where record-high prices are forcing consumers to bypass traditional jewelry in favor of alternative investments.
Spot gold and silver climbed in early U.S. trading Wednesday, finding support as crude oil prices retreated and Treasury-yield pressure eased. Investors are now positioning for the Federal Reserve’s policy announcement at 2 p.m. ET, with markets pricing in a near-certain 25-basis-point interest rate hike.
A 1.2% jump in American retail sales for August—far outpacing the 0.8% consensus—has injected fresh momentum into the precious metals market. The surge in consumer activity, reported by the U.S. Commerce Department, pushed spot gold prices to a session high of $4,353.78 shortly after the data release.
With the 10-year Treasury yield hovering near 5% and crude oil prices surging, precious metals faced renewed selling pressure on Tuesday. Gold settled at $4,291.60 an ounce, hitting a six-week low, as investors shifted their focus toward Wednesday’s anticipated interest rate decision from the Federal Reserve.
A 25-basis-point Federal Reserve rate hike could trigger a relief rally for gold, but a surprise pause by the central bank might ignite a surge toward the $5,000 per ounce threshold, according to precious metals analyst Jesse Colombo.
With U.S. bond yields climbing to levels not seen since before the 2008 financial crisis, gold is holding its ground against the current tide of selling. Analysts point to an emerging, inevitable confrontation between the Federal Reserve and the White House as the primary force sustaining bullion demand.
Federal Reserve Chair Kevin Warsh is expected to deliver a 25-basis-point interest rate hike at tomorrow’s FOMC meeting, marking the first increase in three years. Economists at Natixis suggest this move may serve as a singular, strategic nudge to accelerate disinflation rather than the start of a prolonged tightening cycle.
With the 10-year Treasury yield crossing 5% for the first time since the 2008 financial crisis, economist David Rosenberg argues the market is misreading the Federal Reserve. He warns that while a single rate hike is manageable, the aggressive series of increases now priced into the market could derail the economy.
With the 10-year Treasury yield touching 5.04% and oil prices climbing, gold prices dipped to $4,279.30 an ounce during Tuesday's early U.S. trading session. Investors are bracing for a widely expected 25-basis-point rate hike from the Federal Reserve, weighing geopolitical safe-haven demand against the intensifying pressure of higher borrowing costs.
A sharp decline in the New York Federal Reserve’s Empire State Manufacturing Survey to 7.6 has failed to ignite a safe-haven rally for gold. While the September figure landed well below the anticipated 14.8, the precious metal remains trapped in a defensive posture, trading down 0.34% at $4,283.60 per ounce.
Mining companies are entering this year’s investor conference season with a record aggregate market capitalization of US$1.2 trillion, yet executives face a difficult reality. An energy-driven cost shock, exacerbated by regional conflict, has eroded profit margins and forced leadership to fundamentally overhaul their growth and acquisition strategies.
Gold and silver prices tumbled Monday as a surge in energy costs and spiking bond yields forced traders to recalibrate expectations for Federal Reserve policy. With the 10-year Treasury yield flirting with 5%, the non-yielding metal has lost its luster despite escalating geopolitical tensions in the Middle East.
As the 10-year Treasury yield pushes toward a critical 5% threshold, gold is weathering a classic market storm. While surging bond yields and hawkish monetary policy typically crush non-yielding assets, the metal is finding unexpected support from a widening rift between traditional financial correlations and a growing debasement trade.
As markets fixate on the Federal Reserve’s next 25-basis-point move, Ryan McIntyre, president of Sprott Inc., argues that investors are missing the structural collapse of U.S. fiscal sustainability. For McIntyre, gold serves as the essential "North Star" in an era defined by ballooning sovereign debt and eroding currency value.
Investors traded 2,387 silver futures contracts during the inaugural weekend of CME Group’s new 24/7 trading service. This launch, which generated over $15 million in notional value, underscores a growing appetite for round-the-clock access to precious metals as market participants seek to hedge against rising economic uncertainty.
Spot gold prices retreated to $4,368.60 an ounce on Tuesday, as a surge in Brent crude toward the $100 threshold and rising Treasury yields eclipsed the metal's traditional appeal as a safe haven amid escalating tensions between the United States and Iran.
The gold market’s sluggish performance since February is not a collapse of the bull trend, but an elongated pause, according to Anthony Kim, Global Head of Metals Trading at Goldman Sachs. Kim argues that fresh all-time highs remain in the metal’s future as central bank accumulation continues to provide a structural floor.
Gold has entered a new phase of its 2026 bull run, shifting from speculative momentum to a profound, synchronised build-up of physical, futures, and options exposure. Analysts at Société Générale suggest that this broad-based conviction across retail and institutional participants creates a durable foundation for the metal’s medium-term price appreciation.
The People’s Bank of China added 20.2 metric tonnes of gold to its national reserves in August, marking its most significant single-month acquisition since October 2023. This move pushes the country's total holdings to approximately 2,387 tonnes, underscoring a persistent 22-month trend of consistent bullion accumulation.
Rising crude oil prices and climbing Treasury yields have put gold and silver under pressure, as traders weigh geopolitical instability against the tightening cycle of the Federal Reserve. With markets pricing in a 60% chance of a September rate hike, investors are bracing for upcoming inflation data to set the market's trajectory.
Global official gold reserves have officially eclipsed foreign holdings of U.S. Treasury securities, a milestone that has drawn a defensive response from the Federal Reserve. While the Fed attributes the shift to price appreciation rather than policy, the data suggests a fundamental strategic pivot among the world's central banks.
Gold prices ended a turbulent week on the defensive after a stronger-than-expected U.S. nonfarm payrolls report revived speculation of a Federal Reserve rate hike this September. The metal, which had briefly surged above $4,500 on dovish signals, finished the week lower as markets refocused on the cooling effect of higher yields.
