Gold/USD

Goldman Sachs' estimates point to central bank gold demand running well ahead of what official reserve figures capture, with China's actual purchases potentially several times the reported numbers. The bank says this accelerating buying, concentrated heavily in China, should act as a price floor even as gold faces near term pressure from hawkish Federal ...

After delivering standout returns through much of 2025 and into 2026, ASX gold shares have finally lost some of their shine. Supported by a surging gold price, persistent geopolitical uncertainty, and strong investor demand for safe-haven assets, many of the sector's biggest names climbed to record or multi-year highs. More recently, however, a pullback in ...

A briefing document circulated to BHP investors has warned that the federal government’s fuel tax break is acting as a handbrake on the decarbonisation of the miner’s Australian operations. Earlier this year, a leaked cache of documents obtained by Guardian Australia and the ABC’s Four Corners revealed BHP had halted or delayed key emissions reductions ...

F/m Investments’ Washington, D.C., office is just a short drive from the Federal Reserve’s headquarters. But under the central bank’s new leadership, CEO Alexander Morris has found the distance feeling far greater. Fed Chairman Kevin Warsh embarked on an overhaul of the central bank’s forward-looking communication since taking the post in May. That move ...

Over the past several years, Wall Street and Washington, D.C., have grown used to being able to reliably predict what the Federal Reserve would do at its interest-rate meeting, weeks before the gathering took place. But now we're in a new era. Instead of guiding the market toward the likely outcome of the upcoming meeting, the new Fed chair, Kevin Warsh, ...

The US imports about $3.3 trillion worth of goods a year currently, and so import prices matter to inflation in the US. Import prices had exploded during the first wave of inflation in 2021 through early 2023 amid the supply chain chaos and shortages at the time. Then import prices fell and gave up part of those price gains and then remained relatively flat ...

The Commodity Futures Trading Commission today issued a final order sunsetting the routine position-reporting requirements of Part 20, the large trader reporting rules for physical commodity swaps. Under the order, clearing organizations, clearing members, and swap dealers will no longer be required to file the daily and event-based position reports ...

Industrial production continued to grow at a slower pace in June, posting a modest 0.1% gain. Looking at the details, the largest positive contributions came from mining and utilities, which both rose 0.4%. Gains in mining output were driven by both oil and gas extraction and drilling activity, which more than offset a decline in other mineral extraction. ...

This is an unusual time for markets, with a reasonable debate for both sides on whether the next move by central banks will be to hike or cut interest rates. Certainly, markets are leaning to at least one hike by the Fed and perhaps half of one by the Bank of Canada by the end of 2026, but there’s not much conviction. All it would take to wash away those ...

Natasha Sarin, Yale Law School professor and former Biden Treasury official, and Joe Lavorgna, SMBC chief economist and former Trump Treasury official, join 'Squawk Box' to discuss the state of the economy, the Fed's inflation fight, interest rate outlook, and more.