Markets

Gold, silver rise as oil spike lifts yields, hits equities - Kitco PM Report - KITCO

Source: KITCO

―

DW NOTE

The BOJ isn't named here, but if oil is spiking while yields rise and gold follows, the real question is which central bank breaks first. The Fed has held rates flat all year while CPI sits at 3.4% — hardly restrictive with the Strait of Hormuz still closed and Brent at $90. Gold at $4,477 is 15.8% below its January peak, which means safe-haven demand is rising but not panicking. That gap is the market pricing in intervention before capitulation.

Read the full story at KITCO →

Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

For the first four months of the war between the United States and Israel and Iran, oil traders remained largely bearish. The overwhelming expectation was that the war would end soon—even as July rolled around—and oil flows out of Hormuz would recover. Instead, the world is slipping into a fuel shor

Gold, silver rise as oil spike lifts yields, hits equities - Kitco PM Report - KITCO

Read more

Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

Gold Silver Ratio September 2026: Market Insights - GoldSilver

World's largest Sovereign wealth fund to cut U.S. treasury holdings - FXStreet

Gold alert: Russia keeps selling gold while China keeps buying and the Netherlands move some gold - KITCO