Gold Rush

Gold hits 27% of central bank reserves, overtaking US Treasuries at 22% for the first time.

• Price-driven shift: Rally (up 60% in 2025) explains...

Central banks aren't moving in lockstep on gold. BRICS nations are accumulating at record pace, yet India's RBI appears to have offloaded $12 billion...

Gold hit a multi-month low of $4,366/oz this week, but the 200-day moving average held firm, preserving the bull case.

• US-Iran talks triggered a...

Silver has stopped flowing out of CME warehouses, sparking fresh COMEX drama over potential physical shortages and delivery pressure.

• Physical metals deliver ownership, liquidity and geopolitical protection beyond paper holdings or ETFs.
• Storage across Hong Kong, Singapore and...

ECB data shows gold now holds the largest share of global reserves at ~27%, surpassing U.S. Treasuries at 22%.

• Central banks bought 863 tonnes in...

The Reserve Bank of India sold $12 billion in gold holdings while buying $7.5 billion in forex to shield its reserves and support the rupee during the...

Gold prices climb as lower oil prices ease inflation and rate-hike fears.

The Iran war and resulting oil spike have shifted major central banks from steady or lower rates to potential hikes, with the ECB leading next week....

• Michael Oliver warns inflation is destroying paper wealth, positioning gold and silver as the ultimate 5,000-year hedge with a wealth transfer...

Gold trades near $4,528/oz amid shifting interest rates and global tensions. Silver fluctuates between $75.01-$76.35/oz with industrial demand as a...

Central banks now hold gold as 27% of reserves versus US Treasuries at 20-22%, up from 20% a year earlier.

• Geopolitical risks since 2022 Ukraine...

Michael Howell flags money flowing from financial markets into the real economy, ending Wall Street's speculation era and ushering in turbulence as...

Gold is stuck in a tug-of-war between Middle East ceasefire uncertainty and upcoming U.S. jobs data.

• Fundamental view: Spot gold rose to $4,522...

PAAS and AUGO highlight robust operational momentum in gold mining.

• PAAS approved a $146M Timmins project phase, identified new resources, and...

• Stoeferle eyes $8,900 gold in a "golden decade" backed by solid relative valuation.
• Gromen forecasts $10,000 via China's yuan revaluation using...

Gold and silver are consolidating after record runs amid macro turbulence, raising questions about whether the correction is ending or deepening.

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Don Durrett forecasts 2027 as the peak year for gold miners, with a portfolio potentially delivering seven-bagger returns. He cites capital flight...

COMEX Silver Delivery Pressures

• 🔥 Record Deliveries: June 2026 COMEX data shows 41,283 silver contracts standing for physical delivery...

Gold held near $4,500 despite Middle East escalation, pressured by surging oil and hawkish Fed signals.

• Oil surged (Brent +4.6% to $95.91) on Iran...