Gold after PCE: “PCE stays at 2.6%—does sticky core keep bullion bid?”
The U.S. PCE inflation rate held at 2.6% year-over-year in July—right in line with consensus—while core PCE edged to 2.9% y/y and 0.3% m/m. For gold, the next leg is…
Africa Faces Another 10 Percent Crop Hit—Will Chocolate Prices Spike Again?
First it was torrential rain, then scorching heat. Now swollen-shoot disease is back in full force. Preliminary field surveys compiled this month by two major European grinders suggest that West…
Indonesia’s 40 Percent Nickel-Output Cut: The Hidden Cost Embedded in Your 2026 EV
Indonesia spent the past decade courting global capital by promising an endless stream of low-cost nickel ore. Then, in late July, a draft decree leaked from the Energy and Mineral…
OPEC+ Adds 548,000 Barrels a Day for August—Will Extra Supply Break Brent’s $70 Floor?
The oil market’s summer calm was jolted in early July when the OPEC+ coalition announced that eight core producers would lift output by 548 thousand barrels per day (kbpd) for…
“Gold Shines in Uncertain Economic Times”, exploring how the U.S. economic turbulence and tariffs are fueling gold’s surge—and why gold may be a critical portfolio hedge in 2025.
Gold has emerged as a dominant safe-haven asset in 2025, climbing approximately 26–34% year-to-date, with prices now hovering around $3,400 per ounce. This surge places gold firmly among the top-performing…