Bitcoin is already declining, and miners continue to move higher. Sounds familiar? It should, if you’ve been following both markets for at least a few years.

What Powell Said: "a marked slowing in both the supply of and demand for workers…suggests that downside risks to employment are rising. And if those risks materialize, they can do so quickly in the form of sharply higher layoffs and rising unemployment.” and “…the...

When gold rises again vs. these markets the counter-cyclical economic view will generally be back on. Gold has far more utility (insurance, risk-off liquidity, relative value retention) during economically troubled times than cyclical assets like stocks and...

The establishment financial media is in a tizzy this week over Trump's firing of Fed Governor Lisa Cook, a Biden appointee accused of mortgage fraud. They complain that this firing is an assault on the Fed's independence.

Wall Street cheered Fed Chair Jay Powell’s annual Jackson Hole speech on Friday with a stock market rally that erased the losses seen earlier in the week. Wall Street interpreted his speech as signaling that the Fed will shift to a more “dovish” stance and likely...

“If Powell is more dovish – emphasizing the need to stimulate growth etc. – we might get very short-term rally in gold (and a decline in the USD) that would be followed by declines in gold and a big rally in the USD Index anyway. Why? Because this is what the market...

HSBC’s 2Q25 results reveal that the situation in the global CRE market continues to deteriorate at a very concerning pace. Although HSBC is a UK bank, it now generates the majority of its revenues in Asia, particularly from Hong Kong and mainland China. In fact,...

One of the central myths of the modern Federal Reserve is that it is “independent.” The idea is that the Fed is squarely focused on its dual mandate from Congress and is not influenced by politics, presidents, or pressure from the Treasury to keep the government’s...

VON GREYERZ partner, Matthew Piepenburg, joins Michelle Makori of The Real Story in part one of a thorough, two-part assessment of the key macro themes impacting global currency, debt and precious metals markets – from tariff dynamics and stablecoin legislation to...

In this video, I want to answer some questions and some comments that I've been getting. People are concerned, "I'm worried about a crash cuz the market's going to crash. Are we going to see another 2008? I'm worried the stock market's going to crash and we're going...

After a wild first half of the year in the precious metals markets, the gold price has been hovering around the $3,400 level, while silver has floated around $38 for a couple of months now.

Remember when miners were very strong relative to gold and USD in 2011? Guess what. Taking the time factor into account makes both situations even more alike.

Gold is close to staging a massive breakout above the key $3440 price zone… and it’s possible that a shocking PCE inflation report on Friday could be the catalyst for the launch.

The best-performing precious metal for the past week was palladium, up 2.41%. Michael Ball, technical analyst at Bloomberg, notes that the gold-silver ratio is at a technical crossroads, caught between gold’s consolidation and silver’s relative strength. While gold...

Gold has been on quite the bull run, up 26 percent in 2024 and another 27 percent so far this year. This impressive run occurred despite American investors largely remaining on the sidelines.

Share prices for precious metals mining companies finally started responding to higher metal prices. The XAU -- a popular index fund containing publicly traded companies mining for both gold and silver -- began a run higher 18 months ago after going nowhere for the...

Many assume that budget deficits reduce national savings, while a budget surplus contributes to national savings. National savings are defined as the sum of private savings (the after-tax income that households save) and public savings. By generating budget...

Jerome Powell's inspirational Jackson Hole speech on Friday left the gold and silver prices soaring. As despite inflation being above the Fed's mandate for over four years now, Powell confirmed that the plan to get inflation lower is to finally start cutting...

Fed Chair Jerome Powell sent stocks skyrocketing back up to the moon today by saying the economy was doing poorly, so he might have to cut interest rates. There is nothing the modern stock market loves so much as a crash into cash.

Another great week for precious metals. Another week where we saw gold underperformed the rest of the sector. Gold was higher thanks to the action on Friday, but the rest of the sector; the stocks, they're continuing to outperform the metals.