Good Reads
Gold's Record Run Has Set Off a Wave of Mining Mergers
Gold hit an all-time high of about US$5,595 an ounce in January 2026 before settling near US$4,000, still far above the levels of a few years ago. Those conditions have set off a run of consolidation across the sector. Reuters described a wave fueled by surging gold prices, and by mid-2026 it had produced deals on both sides of the world. Read on »
Spain Ponders Whether It Should Get Its Gold Out of the U.S.
With many countries bringing their gold home, what will Spain do? Some are calling for the Spanish central bank to follow the lead of the Netherlands and France and repatriate its gold. The Netherlands recently moved 86 tonnes of gold from North America closer to home in London, citing “increasing geopolitical unrest” and a desire to “strengthen crisis preparedness.” Read on »
Beyond the CPI: The Complete Inflation Story
The Consumer Price Index (CPI) data for August was generally in line with expectations. However, a slightly hotter-than-expected core CPI reading buoyed expectations of a rate hike at the Federal Reserve meeting in September. Meanwhile, there is a lot more to the inflation story than the CPI. Read on »
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