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Commodities

Rosland Capital bankruptcy exposes stress in gold retail

Rosland Capital bankruptcy comes as gold and silver stay elevated, pointing to pressure in retail bullion even in a hot metals market.

By Reza Najjar
Analysis

The safe-haven trade is no longer simple

Safe havens in 2026 are failing to cushion shocks as inflation, fiscal strain and carry trades overpower Treasuries, gold and the yen.

By Sloane Carrington
Commodities

Gold prices head for weekly gain as Fed hike bets ease

Gold prices posted their first weekly gain in a month after June payrolls missed forecasts, pushing traders to cut Fed hike bets.

By Reza Najjar
Commodities

Goldman’s gold cut puts the Fed back in charge of bullion

Gold price outlook 2026 shifted lower after Goldman cut its year-end target to $4,900 as the Fed’s hawkish reset pushed yields and the dollar higher.

By Sloane Carrington
Economy

RBI gold sales show how war pressure reaches reserves

RBI gold sales may show how India is trading bullion for liquid FX assets as war-driven oil shocks and capital outflows hit reserves.

By Helena Brandt
Crypto

Bitcoin slips to 13th-largest asset as AI, metals rally

Bitcoin slipped to the 13th-largest asset as ETF outflows, AI-semiconductor gains and firmer metals prices redirected capital away from crypto.

By Caleb Mwangi
Commodities

India raises gold import duty to 15% to support rupee

India's gold import duty jumped to 15% as New Delhi moved to curb bullion inflows, defend foreign-exchange reserves and steady the rupee.

By Reza Najjar
Commodities

Gold's 2026 rally now carries a measurable war premium

Gold's geopolitical risk premium is lifting 2026 prices even as oil-driven rate fears cap rallies, leaving central-bank buying to set the floor.

By Reza Najjar
Crypto

Bitcoin inflation hedge faces ETF-flow stress test

Bitcoin inflation hedge trades look shakier as ETF outflows, higher yields and gold's lower volatility expose the risks in digital-gold positioning.

By Caleb Mwangi
Commodities

Goldman's gold call rests on central-bank buying, not the bounce

Central bank gold buying looks stronger than Goldman thought, with China's steady reserve accumulation helping argue bullion has a firmer floor into 2026.

By Reza Najjar
Commodities

Gold Falls From Three-Week High as Fading Middle East Peace Hopes Lift Dollar

Spot gold slipped 0.8% to $4,698.22 an ounce on Monday, retreating from a three-week high, as deteriorating U.S.-Iran peace talks boosted the dollar and oil prices, undercutting the metal's safe-haven bid.

By Reza Najjar
Commodities

Gold's 12% Iran sell-off is a rates story, not a haven failure

Gold has fallen 12 per cent since the Iran conflict began, defying the safe-haven script. ING's Ewa Manthey says the sell-off is a macro story — real yields and a strong dollar — not a structural failure. J.P. Morgan and the ECB see central bank demand keeping the bull case intact.

By Reza Najjar
Markets

Schiff flags regime shift as oil, yields and gold climb

Oil, Treasury yields and gold are rising in tandem for the first time since 2022 — a correlation breakdown that Peter Schiff says signals a market regime change driven by persistent inflation. Traditional economists see cost-push pressure arriving faster than Schiff's model predicts.

By Sloane Carrington
Commodities

Gold was supposed to rally on war. It fell 12 percent instead.

Since Iran's military escalation began in March 2026, gold has fallen 12% — defying every historical crisis playbook. The mechanism that broke the trade isn't a mystery, but it rewrites the outlook for the world's oldest safe haven.

By Reza Najjar
Commodities

Gold pushes toward $4,800 as oil slide and lower yields fuel rally

Spot gold traded near $4,750 per ounce late Friday, within striking distance of the $4,800 mark, as a sharp selloff in crude oil eased inflation expectations and pulled US Treasury yields lower. The move tees up a test of the 50-day moving average at $4,780.

By Reza Najjar
Commodities

Oil pushes higher, gold erases gains after US and Iran trade weekend threats

Oil prices pushed higher and gold surrendered its recent gains after Washington and Tehran traded threats over the weekend, the latest blow to a seven-week-old ceasefire that had briefly raised expectations the Strait of Hormuz would reopen.

By Reza Najjar
Commodities

Gold and silver stall below $4,800 and $80 as Iran MOU meets Fed pause

Spot gold closed Friday at $4,720.45 and silver at $80.38, weekly gains of 1.96 and 5.78 per cent driven by a White House memorandum to Iran. Both metals stalled at resistance after April payrolls printed 115,000, locking the Fed's pause in place.

By Reza Najjar
Markets

Gundlach urges 20% cash, 20% commodities as 2026 Fed cuts fade

DoubleLine Capital chief investment officer Jeffrey Gundlach told Bloomberg the Fed will not cut rates in 2026 and that investors should hold 20 per cent in cash and 20 per cent in commodities. He would buy gold below $3,500 an ounce.

By Sloane Carrington
Earnings

Kinross (KGC) Q1 free cash flow tops $840m on doubled gold-price margins

Kinross Gold delivered $837.5 million of attributable free cash flow in Q1 as a $4,873 average realised gold price drove margins per ounce up 92 per cent. Shares jumped about 7 per cent in premarket trading on April 30.

By Avery Lin
Commodities

Gold climbs to $4,734, eyes $4,750 breakout as Fed fears ease and central banks keep buying

Gold rose $23.60 to settle at $4,734.50 per troy ounce on COMEX on Friday, positioning the precious metal for a weekly advance as easing fears about aggressive Federal Reserve tightening drew buyers back into the market.

By Reza Najjar
Commodities

Gold bucks safe-haven status with 14.5 per cent decline since Iran war began

Gold has fallen 14.5 per cent since the Iran conflict started, defying its traditional safe-haven status as the oil shock suppresses rate cut expectations and pushes real yields higher.

By Reza Najjar
Commodities

Gold heads for 2.1% weekly gain on US-Iran de-escalation hopes

Gold rose to $4,709.89 an ounce on Friday and was on track for a 2.1% weekly gain as growing optimism over a US-Iran resolution lifted the metal, though one analyst said it is trading more like a risk asset than a traditional safe haven.

By Reza Najjar
Crypto

Bitcoin outperforms gold by 36% on relative basis since Iran war began

Bitcoin has outperformed gold by roughly 36% on a relative basis since the US-Iran conflict escalated on Feb 28, breaking from the traditional pattern of gold as the dominant crisis safe haven. The divergence marks a structural shift in how digital assets behave during geopolitical shocks.

By Caleb Mwangi
Crypto

JPMorgan says bitcoin overtaking gold as debasement trade after $1.69B weekly ETF inflow

JPMorgan analysts said bitcoin is gaining ground on gold as the preferred debasement trade, citing a sharp rotation in institutional capital flows that has accelerated since the Iran conflict began.

By Caleb Mwangi
Commodities

Silver tops $80 as gold runs to $4,742 on US-Iran memorandum and softer payrolls bid

Spot silver pushed above $80 an ounce on Thursday and gold reached $4,742 in New York after fresh reporting of a US-Iran diplomatic memorandum sent crude lower and pulled the dollar back. The gold-silver ratio compressed from 62.5 to 61 in two sessions.

By Reza Najjar