Oil dropped from above $100 to around $95.70 on Tuesday after Israel’s Channel 12 reported a Pakistan-brokered US–Iran compromise, and gold bounced from $4,111 to about $4,143 as yields and the dollar eased. The deal is unconfirmed, though, and a diplomat in the talks says reports that it’s close are wrong.
Is a US–Iran Deal Close? Why Oil Fell and Gold Bounced on Tuesday Read More »
Gold is stuck below $4,200 because two forces are cancelling each other out. Fed Chair Kevin Warsh cooled bets on an October rate hike, which helps gold. But oil back above $110 is pushing the US 10-year yield to around 5.14%, and high yields make a metal that pays nothing harder to hold.
Why Is Gold Stuck Below $4,200 While Oil Tops $110? Read More »
Gold bounced about 1.5% on October 15 because the dollar and US bond yields slipped, even though wholesale inflation came in red hot. Fed officials signalled they’re in no rush to hike in October, and fresh attacks on ships in the Strait of Hormuz added safe-haven demand, pulling XAU/USD back toward $4,170.
The best time to trade gold for most traders is the London and New York overlap, roughly 12:00–16:00 GMT (one hour later in winter). That’s when liquidity peaks, spreads are usually tightest and US data hits at 8:30 a.m. New York time. The quiet late-Asian hours tend to bring wider spreads and choppy, directionless moves.
What Is the Best Time to Trade Gold? XAU/USD Sessions Explained Read More »
Gold is falling because the US dollar just hit a 2026 high and Treasury yields are above 5%, so short-term traders are selling gold futures ahead of Wednesday’s US CPI. At the same time, gold ETFs bought a record $31 billion in Q3. Big money is buying the dip while fast money sells the rallies.
Why Is Gold Falling When Gold ETFs Are Buying a Record Amount? Read More »
Because more oil is getting out than the headlines suggest. Kpler data shows Hormuz crude flows back above pre-war levels, about 40% of Gulf crude now bypasses the strait, and Saudi Aramco just cut its Asia price to a six-year-low discount. Brent slid toward $100 on October 5 even with Iran saying the strait stays shut.
Why Is Oil Falling If the Strait of Hormuz Is Still Closed? Read More »
Not yet. On October 4, Iran said the Strait of Hormuz stays closed until the US accepts its seven conditions based on the Islamabad memorandum, while Washington is still pushing nuclear terms first. With no deal, Brent stays near $102, US yields stay high, and gold stays stuck around $4,150–4,200.
Will the Strait of Hormuz Reopen? What Iran’s Stance Means for Oil and Gold Read More »
Not dead, but badly wounded. August core PCE rose just 0.2% on the month and 3.0% on the year, below the 3.3% forecast. Add the weakest consumer confidence since 2014, and markets now price an October hike at roughly a coin flip or less, down from about 71% a week ago.
Did Cooler PCE Just Kill the October Fed Rate Hike? Read More »
