Gold Rush

GDX invests at least 80% of assets in a modified capitalization-weighted index of publicly traded gold and silver mining companies.

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Central banks are expanding gold and non-USD asset allocations because geopolitical fragmentation has eroded bonds' risk-adjusted returns while...

Brent crude's 14 trips above $100 in 2026, paired with 12 rapid 12-19% rebounds, point to more than isolated spikes.

• Logistics shock: VLCC rates...

Gold held its bid on the geopolitical premium as Q3's higher yields, energy-driven inflation, and unresolved U.S.–Iran tensions reasserted themselves....

Gold fails as an automatic inflation hedge. Its correlation to inflation over 50 years sits at just 0.16, and it posted average losses during multiple...

Gold's spot price reached $4,174.78 per ounce on October 9 at 9 a.m. ET, up from $4,118.63 the prior session. The metal continues to draw interest as a safe-haven store of value amid economic and political uncertainty.

The Central Bank of Argentina disputes its auditor's finding of a $1 billion loss on 2025 gold-hedging derivatives, asserting these were routine market operations that produced a net positive result for its overall gold position.

Gold miners turned elevated prices into sector-leading gains and stronger cash flow.

• NYSE Arca Gold Miners Index returned 17.4% in Q3, topping...

Hong Kong and Singapore are pitching rival gold hubs to central banks at the LBMA conference, with Hong Kong launching a clearing system and yuan...

Gold miners have stronger balance sheets and capital discipline after past excesses, with record earnings but compressed valuations.

• UBS highlights...

Gold's long-standing inflation hedge reputation is breaking down. The correlation has turned negative in the 2020s, even as prices climb well above...

Agnico Eagle shares fell 11% over the past month as the gold mining industry dropped 16.9%.

• Current-quarter EPS estimate of $2.45 (+13.4% YoY) and...

Bundesbank President Joachim Nagel says rising government debt has increased credit-risk concerns for sovereign bonds, strengthening the strategic...

• Strong bullion prices fuel a wave of gold-mining acquisitions, including Northern Star-De Grey and Ramelius-Spartan
• Volatile prices create wide...

Silver's record Chinese exports and depleted Shanghai stockpiles test the bullish supply story against Fed rate hikes and yields at 2002 highs, leaving prices at $61.70 despite $94.70 forecasts.

Does Russia's sixfold surge in daily FX and gold purchases build fiscal buffers or amplify ruble volatility?

• Reserve mechanism: 12.7 billion rubles...

Silver could surge toward $97 while gold targets $5,013 in the LBMA 2026 forecast, with the latter requiring a recovery from roughly $4,170.

Gold remains a core reserve asset for its safe-haven properties, diversification benefits, and status as no one's liability, even as central bank...

Gold-producing countries are refining at home, slapping on export taxes and routing output straight into domestic reserves — shrinking the metal...

• Elliott Wave count shows Wave 4 complete, with gold now in Wave 5 advance.
• Current weakness framed as sub-wave 2 correction inside Wave 5, not a...