Fed
5 articles tagged Fed.
What Drove Gold’s Move From July to September 2026
Gold was flat in July, rose 13.3% in August on ETF and futures buying and a softer dollar, then cooled after the Fed hiked on Sept 16.
Gold and AI: Can a Tech Boom and a Safe-Haven Metal Rally Together?
A dated look at gold, the Nasdaq and real yields in 2026: when they moved together, when they split, and the mechanisms behind each.
The μ Letter, Sunday, July 12, 2026
Bombs fell and gold went down
May 2026 Market Overview: Oil, Small Caps and the Fed
What moved markets in May 2026: oil’s retreat, the small cap rotation, the Fed on hold, and gold and silver consolidating after record highs.
Sovereign Debt, the Petrodollar, and Why Central Banks Keep Buying Gold
The story of 2026 is not the stock market. It is the bond market.The μ Letter
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