Skip to main content
Macro & Policy

Macro & Policy

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

45 articles

Latest Macro & Policy articles

Gold Dip Draws Central Bank Buyers - Again
Macro & Policy

Gold Dip Draws Central Bank Buyers - Again

With gold trading near $4,440 per ounce, the familiar pattern of central banks stepping in on pullbacks is reinforcing a structural floor that makes every dip look increasingly temporary.

Read more
Gold Faces Rare Threat - A Central Bank Seller
Macro & Policy

Gold Faces Rare Threat - A Central Bank Seller

Turkey's central bank is weighing the liquidation of gold reserves to defend the lira, a move that would flip one of gold's biggest buyers into a seller and test the metal's resilience near $4,400.

Read more
Gold's Safe-Haven Myth Exposed by Iran Crisis
Macro & Policy

Gold's Safe-Haven Myth Exposed by Iran Crisis

Despite escalating tensions with Iran, gold at $4,574 has flatlined when it should be surging - forcing a rethink of what actually drives the metal in 2026.

Read more
Gold Drops Despite Iran War - Why Safe Havens Fail
Macro & Policy

Gold Drops Despite Iran War - Why Safe Havens Fail

Gold's failure to rally during a major geopolitical conflict challenges the metal's safe-haven reputation, but the explanation lies in how modern wars interact with dollar strength and liquidity.

Read more
Gold Drops 8% Despite Iran Escalation - Why?
Macro & Policy

Gold Drops 8% Despite Iran Escalation - Why?

A week that should have sent gold soaring instead saw the metal shed over $400 as oil captured the geopolitical bid and precious metals buckled under broader liquidation pressure.

Read more
Gold Supply Squeeze Gets a Policy Lifeline in Idaho
Macro & Policy

Gold Supply Squeeze Gets a Policy Lifeline in Idaho

Liberty Gold's Black Pine project has secured FAST-41 permitting alignment - a federal fast-track mechanism that could shave years off the development timeline for one of the largest undeveloped gold.

Read more
Gold Faces Rate Headwinds as BoE Holds Steady
Macro & Policy

Gold Faces Rate Headwinds as BoE Holds Steady

A cluster of central bank decisions this week - with the Bank of England holding rates unchanged - is reinforcing a higher-for-longer interest rate environment that poses a near-term challenge for.

Read more
Gold Holds Near $5,000 as Fed and Iran Collide
Macro & Policy

Gold Holds Near $5,000 as Fed and Iran Collide

Gold is consolidating just below the $5,000 barrier with traders caught between escalating Middle East tensions and a Federal Reserve decision that could reshape rate expectations within hours.

Read more
Gold at $5,000 - Finally Acting Like a Haven Again
Macro & Policy

Gold at $5,000 - Finally Acting Like a Haven Again

After years of defying traditional correlations, gold's rally back above $5,000 is being driven by exactly the force it was always supposed to respond to - inflation fear.

Read more