Skip to main content
Macro & Policy

Macro & Policy

How central bank policy, interest rates, inflation data and geopolitics are shaping precious metals markets.

70 articles

Latest Macro & Policy articles

Gold's Quiet Bid - India's Central Bank Keeps Stacking
Macro & Policy

Gold's Quiet Bid - India's Central Bank Keeps Stacking

The Reserve Bank of India has lifted gold's share of its foreign exchange reserves to a new high, reinforcing a structural demand trend that underpins prices even as spot gold pulls back from April's.

Read more
Gold: France's $15 Billion Profit Reveals a Deeper Shift
Macro & Policy

Gold: France's $15 Billion Profit Reveals a Deeper Shift

The Bank of France has crystallised an estimated $15 billion profit from gold transactions, underscoring just how dramatically central bank reserve strategies have evolved in the current bull market.

Read more
Silver Surges 8% as Dollar Wilts on Iran Deal Hopes
Macro & Policy

Silver Surges 8% as Dollar Wilts on Iran Deal Hopes

Silver has posted its strongest weekly gain in months, driven by a sinking dollar and renewed optimism around an Iran nuclear deal - and the move is pulling mining stocks higher with it.

Read more
Gold Steadies as Iran Diplomacy Reshapes Risk
Macro & Policy

Gold Steadies as Iran Diplomacy Reshapes Risk

A diplomatic opening between Washington and Tehran is quietly recalibrating inflation expectations and energy risk premiums, leaving gold in a tug-of-war between easing geopolitical fear and.

Read more
Gold Catches a Bid as Hot PPI Reignites Inflation Fears
Macro & Policy

Gold Catches a Bid as Hot PPI Reignites Inflation Fears

A hotter-than-expected 0.5% jump in US producer prices has handed gold bulls fresh ammunition, pushing the metal toward the top of its daily range near $4,868 as markets reassess the Federal.

Read more
Gold Is Now National Security Kit - Not Just a Safe Haven
Macro & Policy

Gold Is Now National Security Kit - Not Just a Safe Haven

Central banks are no longer just buying gold for portfolio diversification - they are treating it as sovereign defence infrastructure, and that structural shift is rewriting the rules of the bullion.

Read more
Gold Holds Near $4,800 as Central Banks Keep Buying
Macro & Policy

Gold Holds Near $4,800 as Central Banks Keep Buying

Central bank gold accumulation shows no sign of slowing despite an 8% monthly pullback, with geopolitical fragmentation and de-dollarisation trends reinforcing structural demand at historically.

Read more