⛏ Gold Futures Surge, Then Sink

Gold Futures Surge, Then Sink
COMEX gold futures hit four-month highs after speculation of new U.S. bullion tariffs, only to tumble when the Trump administration clarified imports would remain untaxed. The resulting whipsaw left spot prices virtually unchanged, casting doubt on the breakout’s strength and shifting focus to whether gold can close above $3,500 on strong volume. Read on »

Tariffs Set to Lift Inflation
U.S. inflation may remain elevated well above the Fed’s 2% target into 2026 as tariff costs, tight labor markets, and fiscal stimulus boost prices. Despite this, political dynamics could push the Fed toward rate cuts, potentially fueling asset bubbles, worsening fiscal outlooks, and undermining long-term investor trust in U.S. markets. Read on »

Traders Await White House Gold Decision
Gold dropped over 1%, reversing part of last week’s record-setting rally fueled by tariff fears. The White House pledged to clarify whether large bullion imports will face duties, normalizing COMEX premiums. Traders remain cautious ahead of key policy announcements and looming U.S.–China trade deadlines that could sway prices. Read on »

• White House to Clarify Gold Bars Tariffs Link>>

• Gold in the Crosshairs Link>>

• Gold Revaluation & the “Strategic Bitcoin Reserve” Link>>

• Bloomberg’s McGlone says Gold Still has a Path to $4,000 Link>>

• MP Materials Receives $150M Pentagon Loan Link>>