Gold Monthly August 2026: Sentiment Turns More Positive

Published on September 4, 2026

With recent data weakening the case for an immediate increase in rates, markets have sharply pared expectations for near-term tightening, with a hike no longer fully priced before early 2027.3 This moderation in rate-hike fears has been supportive for gold.

Continue reading on website
Other news

This Bond ETF Is Growing Relevant By the Day

September 4, 2026
The saying “May you live in interesting times” is becoming relevant in the bond market for all the wrong reasons. “Interesting” usually means “trouble.”

If Inflation Is the Problem, Why Aren't Wages?

September 4, 2026
Kevin Warsh's Jackson Hole speech struck a decidedly hawkish tone and was arguably the clearest signal yet that the Federal Reserve is actively considering additional tightening. Markets responded by raising the probability of a September hike to roughly 60% and pricing approximately 60 basis points of cumulative tightening through the middle of next year.