Weekly Headlines
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Gold and Silver Retreat, but the Fundamentals Haven't Changed
Gold and silver have retreated from their recent peaks, but experts say the decline appears to be a normal price reset rather than a long-term trend reversal. Central-bank buying, economic uncertainty and continued demand remain supportive, suggesting the fundamental case for precious metals has not materially changed.
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Is AI Financing Starting to Resemble the Dot-Com Era?
Jim Cramer is raising a red flag over the AI boom, warning that Nvidia's reported $250 billion financing support for an OpenAI data center resembles risky arrangements seen before the dot-com crash. Questions are growing about how much of today's AI growth depends on a continued flow of capital.
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Multiple Market Risks Are Starting to Converge
Warning signs across financial markets are growing increasingly evident. Investor borrowing has reached record levels, long-term Treasury yields remain above 5%, and elevated oil prices could add to inflation and borrowing costs, potentially leaving markets more vulnerable to volatility.
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What To Expect From This Week's Fed Meeting
The Federal Reserve is widely expected to hold interest rates steady at its July meeting, but the bigger question is what comes next with inflation still above target and new pressures from oil prices and tariffs.
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Gold's Recent Pullback Hasn't Erased a Decades-Long Winning Record
Gold may be down over the past five months, but its longer-term performance tells a much stronger story. A growing number of financial professionals now view it as a must-have. Some suggest allocations of 5% to 10%, while billionaire investor Ray Dalio has said investors could consider holding as much as 15%.
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Is China Quietly Buying Far More Gold Than It Reports?
China's gold-buying spree may be much larger than the official numbers suggest. Goldman Sachs estimates the country acquired more than 48 metric tons in May-nearly five times the amount publicly reported-and says its actual purchases this year could be at least double the official total.
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Jamie Dimon Warns Markets May Be Underpricing Risk
Markets may look strong, but JPMorgan Chase CEO Jamie Dimon says investors could be underestimating the fiscal and geopolitical pressures building beneath the surface. His concerns about stock valuations, long-term U.S. Treasurys, government deficits and interest rates raise an important question: Are today's markets prepared for the risks that may lie ahead?