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Gold ETF inflows across North America surged to levels that shocked even veteran commodity watchers, but a simultaneous spike in real yields now puts the entire trade on trial. Whether August's buying spree becomes a historic floor or a textbook blow-off top hinges on one number.
The bigger risk is what the Fed does next
The deposits are huge but not yet mineable.
With Treasuries sinking and the dollar falling this year, Bitcoin and gold are again being touted as hedges against currency debasement.
Treasury Secretary Scott Bessent insists on challenging the bond vigilantes, and neither side is backing down. The underlying trends are pointing toward volatility ahead…and potentially much more. Gold investors should keep this in mind, suggests Brien Lundin, executive editor of Gold Newsletter.
A 57% market wipeout nearly triggered a second Great Depression, and veteran investors who lived through 1987 and 2008 recognize the warning signs gathering right now. Boomers and Gen X have too much at stake to ignore what overbought markets, rising bond yields, and AI hype could trigger next.
The copper price and shares of S&P 500 copper mining giant Freeport-McMoRan turned sharply lower on Thursday morning after a Reuters report cast doubt that the White House would broaden tariffs to cover refined copper. Tariff expectations had helped fuel a new copper price earlier this week. While copper fell the hardest, gold, silver and other precious metals prices also lost ground amid a firmer dollar, $100 U.S. crude oil and higher inflation-adjusted Treasury yields.
With long-term yields testing their highest level of President Donald Trump's second term in office, Treasury Secretary Scott Bessent is set to reveal the scope of his initial attempt to calm what he described as a growing threat of a bond market "fever." At a Breitbart News economic forum on Tuesday, Bessent explained that one rationale for expanding buybacks of long-term Treasuries was to counter speculation amid market "expectations that there was like this fever building." Bessent also said flatly, "I'm not doing QE."
One relentless buyer just removed a major concern for bulls.
The broad market index has outperformed the precious metal thus far in 2026, but their positions were reversed earlier in the year.
Dan Loeb‘s Third Point LLC fully exited a gold position in the second quarter just months after building the stake and ahead of a price rebound in the weeks that followed. $40.87 Million Stake Makes a Full Round-Trip According to...
It's smart to have some exposure to gold, and this ETF is a straightforward way to get it.
Investing.com -- Gold's surge in August was led primarily by investment flows rather than any single catalyst, according to Krishan Gopaul, senior analyst for EMEA at the World Gold Council, who cautioned against pinning the move on the U.S. Treasury's decision to expand its bond buybacks.
He kept his gold futures contract open through December 31, fully expecting to choose his own exit. The IRS had already chosen one for him, and the fallout reached well beyond his brokerage account.
Owning physical gold and owning the companies that mine it sound like two versions of the same bet, but the returns over the past year tell a wildly different story, and the reason behind the gap changes everything about which one belongs in your portfolio.
<p>Commodities have been one of 2026’s strongest asset classes, but the leadership is not where the precious-metals headlines pointed. Crude oil has roughly doubled year to date, broad commodity baskets are up more than 40%, and gold, silver and uranium funds have spent the year consolidating after earlier runs. Here are the best-performing commodity ETFs of 2026, why they have moved and how the top funds compare.</p>
<p>Here are the daily ETF fund flows for September 1, 2026.</p>
If the Fed chief opts against raising rates, the market may fear that politics is guiding his thinking. That could lift gold.