When Gold Rallies on Good News: The Iran Signal and Silver's Wild Week
The Iran deal is near and gold is up on the news. US-China truce compressed silver's GSR to 55:1. Here's what the summer setup looks like for stackers.
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The Iran deal is near and gold is up on the news. US-China truce compressed silver's GSR to 55:1. Here's what the summer setup looks like for stackers.
April CPI came in at 3.8% — a three-year high that obliterated rate-cut hopes. Gold fell $155 in 48 hours, then found its floor above $4,500. Kevin Warsh was confirmed as Fed Chair on the same day. Here is what the week means.
Global central banks bought a net 244 tonnes of gold in Q1 2026 — the highest quarterly total in six quarters — even as Turkey sold 70 tonnes. With Warsh set to take over and April CPI due Wednesday, the structural case is as strong as ever.
Jerome Powell chaired his final FOMC meeting, held rates, and left without signaling cuts. Gold fell 3.6% -- then found support. Warsh is advancing to full Senate confirmation. Here is what the transition means.
Gold pulled back modestly while markets priced the Warsh Fed transition — then rose when a hawkish outcome was confirmed. That backward move tells you exactly what the metal has been pricing.