Blog
Gold Price Slips as Markets Digest Strong US Jobs Data – But Is Something Bigger at Play?
At the time of writing, gold prices are hovering near their session lows, trading at around $3,347 per ounce. The catalyst was a set of stronger-than-expected US labour market figures: new applications for unemployment benefits fell to 224,000 last week, undercutting forecasts of 228,000. The four-week moving average also surprised on the downside, pointing to […]
Risk, Volatility and How to Protect Your Gold Strategy
The recent tariff scare in the gold market was a reminder that not all dramatic price moves are a sign of danger. The real risk to investors is not always visible in the headline chart. Understanding the difference between volatility and risk is one of the most important disciplines in precious metals investing. It is […]
Political Shocks and the Fault Lines in Gold’s Paper Market
When a bureaucratic letter from US Customs and a four-word social media post from President Trump can shake one of the deepest commodity markets in the world, the real lesson is not in the headlines. It is in the plumbing. Late last week, the global gold market experienced a momentary rupture that should trouble anyone […]
Gold Tariffs: A Market Shock with Systemic Implications
Earlier, the Financial Times reported a development that has surprised the international gold market: U.S. Customs & Border Protection (CBP) has ruled that one-kilo and 100-ounce gold bars, the standard units for delivery on New York’s COMEX futures exchange, are now subject to import duties. The ruling reclassifies these bars under a tariffable customs code, […]
The Gold Revaluation Debate Is Not About Gold. It’s About Credibility
We’ve been asked recently to give our thoughts on the growing chatter around gold revaluation, especially following a new publication by the U.S. Federal Reserve that explores how other nations have used reserve revaluation to shore up public finances. We explore this topic in greater detail in our latest GoldCoreTV video, where we unpack the […]
Avoiding Mistakes in a Complicated World
We know what you might be thinking. A video called “5 Mistakes to Avoid When Buying Gold” sounds a bit… basic. Especially when it’s coming from us, i.e. the same people who write about central banks, trade wars, and economic crises every week. But here’s why we made it: Many of our long-term clients keep […]
Ireland’s Golden Moment, But What Comes Next?
This week’s Financial Times article on Ireland’s economic model struck a chord with us. It told a story we know well: a small nation punching far above its weight thanks to US multinationals, low corporate taxes, and a business-friendly ecosystem. Ireland transformed from post-crisis austerity to eye-watering surpluses. But as the FT soberly points out, […]
What Gold Reveals About the Federal Reserve and the Fragility of Modern Finance
This week, the Federal Reserve held interest rates unchanged for a fifth consecutive meeting. While the markets anticipated the decision, they reacted sharply to the nuance (If it can be called that) in Jerome Powell’s post-meeting remarks. Two Federal Open Market Committee members, Michelle Bowman and Christopher Waller, broke from consensus and called for rate […]
Speculative Frenzy and Stagflation: The Flight to Gold
If you believed the bond market was the only casualty of monetary excess, look at equity markets. The S&P 500 is flirting with record highs, yet the advance is precariously narrow. Valuations on megacap technology firms evoke memories of the dot‑com bubble, while underlying economic indicators flash amber. Margin debt, where money investors borrow against […]
