Kitco NEWS

Kitco NEWS Kitco NEWS is the leading source of business news reporting on the economy, precious metals & cryptos

Kitco News is the leading, global authority on precious metals, mining, and cryptocurrency news. With a diverse and experienced team of reporters and broadcast journalists we cover market-moving news across the spectrum of precious metals, cryptocurrencies, commodities, macroeconomics, and geopolitics, on written, video, and audio media. Our goal is to help people make informed investment decisions by providing them with objective, timely, up-to-date news, expert analysis, and opinion, interviews with global leaders, and exclusive coverage of events and conferences. Kitco News is headquartered in Montreal, with a team of journalists from around the globe including bureaus in New York, Ottawa, Vancouver, and Hong Kong.

Coming up next on Kitco News! Ron Paul Ron Paul l joins Stay tuned! The Video will be live soon!Watch it here: https://y...
08/09/2026

Coming up next on Kitco News! Ron Paul Ron Paul l joins

Stay tuned! The Video will be live soon!
Watch it here: https://youtube.com/

Gold SWOT: Large asset managers are rebuilding their gold positions following price pullbackThe best performing precious...
08/09/2026

Gold SWOT: Large asset managers are rebuilding their gold positions following price pullback

The best performing precious metal for the week was gold, but still down slightly by 1.12%. weakened after robust U.S. labor market data strengthened the dollar and Treasury yields. However, the yellow metal remains resilient compared to other precious metals, while structural demand from central banks and improving ETF flows continues to provide longer-term support.

Gold Stopped Following The Rules | This Week In Focushttps://www.youtube.com/watch?v=FDgW9IennTEThe market now puts the ...
05/09/2026

Gold Stopped Following The Rules | This Week In Focus
https://www.youtube.com/watch?v=FDgW9IennTE

The market now puts the odds of a Fed rate cut this month at zero, with a hike and a hold running roughly even. Gold came off its best month since January anyway, up more than 10 percent, though still about a fifth below its record.

This week Jeremy Szafron sat down with a man who spent 15 years inside the room that sets rates, and two others who trade on what it does. None of them spoke to each other. All landed on the same problem: the rules that used to explain this market have stopped working. Plus two stories nobody else covered: the metal you can't build a Tomahawk without, which has no futures market, and why America still values its gold at $42 an ounce.

Jim Bullard, who ran the St. Louis Fed for 15 years, on the committee split and central banks moving out of Treasuries into gold. Phil Streible of Blue Line Futures on why a rate hike would be a policy mistake and the wrong kind of inflation. John Feneck of Feneck Consulting on tungsten, the miner rule investors get backward, and the rotation out of AI he sees before March.

Recorded September 3, 2026.

Watch the full interviews:
Jim Bullard:
Foreign Central Banks Chose Physical Gold ...
https://www.youtube.com/watch?v=cRwG9tNtWEw

Phil Streible:
Gold Has Rallied Into October in 13 of the...
https://www.youtube.com/watch?v=QYTvmyhU4nU

John Feneck:
No ETF, No Futures Market: Why 17% Of His ...
https://www.youtube.com/watch?v=Kzx8LAUWgds

Central banks purchased an average of 1,000 tonnes of gold annually.This average over the last four years, per the World...
05/09/2026

Central banks purchased an average of 1,000 tonnes of gold annually.

This average over the last four years, per the World Gold Council, highlights a significant shift in monetary strategy. According to the Fed, sovereign gold reserves were worth $4T at the end of 2025, surpassing the $3.9T held in foreign official Treasuries.

• 45% of central banks expect to increase gold reserves in the next 12 months.
• 84% expect gold to represent a larger share of global reserves in five years.

How much of the projected 84% increase in gold's reserve share is driven by actual demand versus mere price appreciation?

September hike odds fell to 50.4% from 63.2%, per the Federal Reserve.Fed Governor Christopher Waller’s less-hawkish com...
04/09/2026

September hike odds fell to 50.4% from 63.2%, per the Federal Reserve.

Fed Governor Christopher Waller’s less-hawkish comments pulled Treasury yields lower and weakened the U.S. dollar, giving precious metals room to extend their rebound.

• Spot gold was trading near $4,471.10 an ounce, up 1.92%
• Spot silver was trading at $66.830, up 2.49%

How much weight should traders place on the ISM services data versus the upcoming nonfarm payrolls report?

China added 60t to its gold reserves in 2026, per Marissa Salim.This accumulation helps central banks diversify assets a...
03/09/2026

China added 60t to its gold reserves in 2026, per Marissa Salim.

This accumulation helps central banks diversify assets and hedge against inflation and geopolitical risks.

Key data from the World Gold Council includes:
• Central banks saw net buying of 23t in July.
• Poland has purchased 90t of gold year-to-date.
• Kazakhstan's gold holdings now stand at 75% of its total reserves.

How much more room does Poland have to reach its 700t target?

Gold could rise 20-30% this year, according to AuAg Funds' Eric Strand. Strand argues that if the U.S. government's debt...
03/09/2026

Gold could rise 20-30% this year, according to AuAg Funds' Eric Strand.

Strand argues that if the U.S. government's debt-servicing costs force the Fed toward quantitative easing, will see a massive catalyst.

• U.S. federal debt has surpassed $40 trillion.
• Gold gained roughly 10% in August, per the Kitco Global Index.

Strand believes the Fed's current stance is "all talk, no action" as they face mounting fiscal pressure.

Will the Fed prioritize inflation fighting or the fiscal necessity of lower long-term yields to manage the $40 trillion debt?

Schroders upgraded gold to positive despite spot prices at $4,381.50.Analysts at Schroders believe structural demand is ...
03/09/2026

Schroders upgraded gold to positive despite spot prices at $4,381.50.

Analysts at Schroders believe structural demand is overriding traditional economic headwinds. Even with high interest rates, the firm sees a medium-term opportunity driven by:

• Consistent buying from China and central banks
• Growing concerns over sovereign debt and currency stability

This suggests gold is decoupling from its usual relationship with rising real yields.

Can gold maintain its structural decoupling from real yields if the Fed successfully hits its 2% target without a recession?

  is soaring today
03/09/2026

is soaring today

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