Author: Kitco NEWS

The Federal Reserve held interest rates steady at its latest meeting in late January, pausing after three consecutive rate cuts as officials weigh lingering inflation pressures against signs of labor market softening. Fed Chair Jerome Powell said the U.S. economy is entering 2026 on “a firm footing,” with consumer spending resilient and business investment expanding, even as job gains remain low and housing activity stays weak. Powell noted that inflation has eased significantly from its 2022 peak but remains “somewhat elevated,” with tariffs continuing to push goods prices higher. Powell said the Fed views tariff-driven inflation as likely a one-time…

The 30-year U.S. Treasury yield is testing 5.18%, fundamentally shifting the math for equities, credit, and the traditional 60/40 portfolio. While Wall Street continues to buy the AI tech dream, Oxbow Advisors Founder and Managing Partner Ted Oakley warns of a severe disconnect between the stock market and the real economy. In this Kitco News exclusive, Oakley breaks down the risks of late-cycle complacency and explains why the passive bid keeping the S&P 500 afloat will eventually dry up. Oakley details the physical energy reality behind the $725 billion AI buildout, sharing exactly why institutions will soon be forced to…

With Silver breaking the $80 level and Copper testing $6, the commodity markets are signaling a structural shift that defies standard economic models. Jeremy Szafron, Anchor of Kitco News, sits down with Axel Merk, President of Merk Investments, to discuss why the post-WWII economic order has officially collapsed and has been replaced by a volatile new era of “State Activism.” Merk argues that traditional market signals—like yield curves and P/E ratios—are failing because global asset prices are now driven by raw power dynamics rather than free-market efficiency. In this deep dive, we explore why the global trade architecture is fracturing…

Legendary precious metals investor Lawrence Lepard says this gold selloff is a pause, not the peak. With gold off its highs and the mainstream calling the run finished, he explains why he is still buying and why he believes the real move is still ahead. Is the gold bull market over, or is this the dip before the next leg higher? Gold ran to a record 5,589 dollars and silver cleared 121 dollars before both pulled back hard, and this week new Fed Chair Kevin Warsh delivered a hawkish hold that surprised the market. Larry Lepard, founder of Equity Management…

Rick Rule says his silver position “as a speculation, has run its course,” and he is now looking for opportunity in equities, discoveries, and consolidation. Speaking with Kitco News at PDAC 2026, the President and CEO of Rule Investment Media explained why he exited physical silver after a major move. “I bought silver some years ago because it was hated,” he said. “I was wrong. It quadrupled.” Rule said he redeployed about half of the proceeds into silver stocks, arguing that parts of the equity market still reflect more conservative pricing than the metal itself. He also said the industry…

The Federal Reserve delivered another quarter-point rate cut, but the message from Jerome Powell was clear. The path ahead is uncertain, and the Fed is now split over how to balance rising unemployment risks with inflation that is still above target. Powell said the labor market has weakened more than the official data shows, in part because the government shutdown delayed key reports and distorted others. At the same time, the Fed announced a major operational shift. It will begin buying $40 billion in Treasury bills in the first month to maintain ample reserves and ease pressure in money markets.…

Gold futures tested the key $4,000 psychological level this week under intense selling pressure before catching a late Friday bid. Gary Wagner joins Jeremy Szafron, Senior Anchor of Kitco News, to break down the technical damage and explain why he sees a “60% to 70% probability” that gold has established a firm technical floor. Wagner outlines the critical resistance levels gold must break to save its broader bullish trend, noting that a return to record highs will be a “hard climb back up.” The analysis also covers silver’s resilience as it reclaims its 200-day moving average, outperforming gold during the…

Technical trader Chris Vermeulen sold gold above $5,000 and silver near $111, and right now he’s sitting in cash, waiting for one specific price to buy gold back. With gold breaking below $4,000 for the first time since November, he tells Kitco News anchor Jeremy Szafron exactly where he thinks this selloff ends, and where the next big move begins. Vermeulen, chief market strategist at The Technical Traders, breaks down the chart of gold and the level he’s watching ($3,600), why he thinks the long-term target is still $8,000 to $8,600, why the violent swings aren’t algorithms or manipulation but…

Is the stock market entering a massive bubble? Clem Chambers, CEO of Online Blockchain plc, joins Kitco News anchor Jeremy Szafron to break down why the AI infrastructure build-out and U.S. deficit spending are fueling a 2-year market bubble. Chambers also analyzes President Trump’s high-stakes visit to China and Xi Jinping’s warning over Taiwan, explaining why physical gold acts as the ultimate “thermostat” for global geopolitical risk. Moving beyond the semiconductor hype, Chambers outlines the hidden “choke point” in the AI revolution: a severe lack of electricity and grid capacity. He details why the real investment opportunities lie in hard…

Rick Rule says gold’s drop below $4,000 rhymes with 1975, when the metal crashed 50% and then rose 8x, and the investors who panic-sold at the bottom missed the entire move. So is this gold selloff the buying opportunity of the decade, or a warning that more pain is coming? Legendary resource investor Rick Rule, founder of Rule Investment Media, joins Kitco News anchor Jeremy Szafron to break down the gold selloff after the price cracked $4,000 for the first time since November and Bank of America pulled its $6,000 gold target. Rule explains why he’s pessimistic on gold in…