A mix of fiscal strain, shifting monetary policy, and geopolitical tension is reinforcing the case for higher gold prices over the long term. The U.S. budget deficit is projected to remain near historic highs, with the Congressional Budget Office forecasting it will exceed $3 trillion annually by 2036. Interest costs on federal debt are set to consume a record…
With the U.S. federal debt now roughly equal to the size of the U.S. economy, Washington is carrying an increasingly colossal burden. Large deficits have helped sustain activity, but they have also left the government with less room to respond to shocks. Rising interest costs are consuming a growing share of federal revenue, reducing the government’s ability to address…
Warning signs are stacking up across the U.S. economy. Consumer confidence has dropped to its lowest level in more than a decade, reflecting rising concern about job security, stubbornly high prices, and shrinking financial cushions. While top-line data such as employment and growth remain positive, the benefits are uneven. Higher-income households continue to spend, but lower-…
Global markets flashed a warning signal last week as a “sell America” wave hit U.S. stocks, Treasuries, and the dollar at the same time. The flare-up followed renewed tariff threats tied to the White House’s push to acquire Greenland, sparking a broad risk-off move across global trading desks. The U.S. Dollar Index dropped while Treasuries sold off, and major U.S. indexes slid…
Silver is rallying alongside gold as global markets lean harder into the “Sell America” trade, a shift that has gained traction amid concerns about U.S. policy uncertainty, interest-rate direction, and the durability of traditional safe-haven positioning. Spot silver broke above $90/oz. for the first time last week, extending a powerful move after a standout 2025 performance. Gold also…
Gold enters 2026 with strong momentum after a historic 2025 rally in which prices climbed as much as 70%, the metal’s strongest annual gain since 1979. Analysts largely agree that the advance was driven by structural pressures that remain in place, including elevated global debt, persistent inflation risk, policy uncertainty, and a weakening U.S. dollar. Ray Dalio of Bridgewater Associates described last year’s surge…
Gold prices surged to fresh records before the end of 2025, briefly breaking above $4,500/oz. as buyers moved to acquire physical gold amid falling interest-rate expectations, geopolitical strain, and heavy central-bank demand. The precious metal finished the year up around 70%, its strongest annual performance since 1979. Analysts say the rally reflects longer-term forces rather than a single market shock, including rising government debt, policy…
As 2025 ends, the U.S. economy is expanding, but the foundation looks uneven. Inflation has reportedly cooled from its 2022 peak, yet those reports may have been distorted by government shutdowns that disrupted data collection and likely understated price pressures. Affordability remains a central problem. Consumer sentiment is near record lows, wage growth has slowed, and housing costs continue to strain households well into the…
Analysts are warning that pressures across key parts of the U.S. economy are building, raising concerns about slower growth and renewed financial instability. Debt tied to the artificial intelligence (AI) boom has climbed to record levels, with major tech firms issuing bonds at a pace that now exceeds borrowing seen before the Dot-Com Crash. Economists at Moody’s Analytics and the Organization for Economic…
The Federal Reserve’s Federal Open Market Committee (FOMC) enters this week’s meeting to shape the nation’s monetary policy with unusually limited visibility. Key reports that normally guide policymakers—October inflation and jobs data, along with the full November figures—never arrived after the government shutdown. That leaves the Committee leaning on private surveys, jobless claims, and older…
The latest signals from the U.S. job market may point to the economy losing steam. While official reports have been delayed—or potentially canceled—because of the recent government shutdown, what data is available presents a mixed picture. Private employers have been trimming roughly 13,000 jobs per week, a sharp escalation from earlier in the fall. September…
Since 2022, central banks have been a major force in the precious metals market, purchasing record amounts of physical gold. Now, analysts are saying demand from central banks may be even higher than official reports suggest. China, in particular, appears to be buying large volumes of gold through channels that do not appear in public…
