Articles
Longer reads on single stories from the gold and silver markets, each built from named reporting and linked to it. For the twice-daily digest, see the edition archive.
3 November 2026 2
15 October 2026 5
- Rates & the Fed Hot CPI, hot yields, cold metals: why September inflation knocked gold below $4,100
- Markets Gold bounces back above $4,150 — but is the $4,000 floor safe?
- Silver Silver is now half its January peak: the numbers behind the slide
- Silver Why silver falls twice as hard as gold when the Fed turns hawkish
- Central banks Central banks just bought the most gold in two years — while prices fell
14 October 2026 10
- Markets Gold holds $4,159 into CPI as markets price an 88% chance of a December hike
- Rates & the Fed Williams caps 2027 hikes — and physical demand absorbs the algo selling
- Rates & the Fed CPI preview: gasoline’s 7.1% surge vs a soft core that could mean an October pause
- Markets Kitco close: silver slumps 1.8% to $59 as front-end yields cap gold into CPI
- Markets Gold stuck near $4,150: a softer dollar meets 90% December hike odds
- Silver Silver holds above $59 on Williams’ remarks — but the $60.21 average still caps it
- Markets The CPI trade map: gold needs $4,250, silver needs $61.20
- Deals SSR’s C$712m Roxmore deal puts Converse next door to Marigold in Nevada
- Miners Federal Court overturns the McPhillamys block — but the minister still decides the mine
- Silver China’s spot silver stays quiet at 14,342 yuan a kilo into the US CPI print
13 October 2026 10
- Markets Gold slips to $4,164 as markets brace for CPI and an 88% chance of a December hike
- Markets Kitco close: an oil rebound and 5.24% yields cap gold after Monday’s high
- Markets Gold stuck below $4,200: geopolitics keeps inflation alive ahead of CPI
- Markets Gold’s $4,000 floor holds — but oil and Warsh keep the ceiling in place
- Silver Silver’s new floor: a 762-million-ounce deficit meets AI and solar demand
- Investment flows Gold ETF buying defies the Fed: North America’s first quarterly inflow of 2026
- Markets Barclays sees upside for gold at fair value despite the dollar and yields
- Markets $4,175 gold, $59.96 silver: the levels that decide the CPI trade
- Industry Ethiopia’s $50m gold refinery: keeping African bullion on the continent
- Silver China’s spot silver stays quiet as Hammack and yields cap the price
12 October 2026 10
- Markets Gold holds above $4,200 as oil softens and markets count down to CPI
- Markets Friday rebound: a soft dollar, yields and oil lift gold and silver off their lows
- Markets Have gold and silver bottomed? Only CPI — and yields — can say
- Central banks China’s record gold imports are propping up bullion
- Investment flows ETF inflows and CTA covering join China buying behind gold’s $4,200 hold
- Investment flows Record $31bn Q3 gold ETF inflows: the UK and Europe lead the charge
- Central banks The PBoC’s September gold purchase: 23 tonnes and a seven-month acceleration
- Markets Diesel diplomacy and the IEA: why energy hopes are lifting gold and silver
- Silver Silver rallies on paper — but China’s spot buyers are sitting out the highs
- Exploration Founders Metals’ parallel hit: 54 m at 8.45 g/t extends Suriname’s Froyo zone
11 October 2026 10
- Rates & the Fed Can gold rally while the Fed is still hiking?
- Investment flows Investors are buying the gold dip in record numbers
- Central banks Who’s buying the world’s gold? The central bank scoreboard for August 2026
- Silver Is the silver deficit story over?
- Silver Silver at $60: key levels to watch this week
- Rates & the Fed Yields at a 24-year high: why precious metals haven’t collapsed
- Investment flows Gold as a hedge against government debt
- Miners Gold miners cash in: Lundin’s record quarter kicks off Q3 season
- Miners Not every gold miner is winning: rising costs explained
- Deals West Africa’s gold rush: why miners are betting on Senegal