Gold Is Getting Liquidated in a Market That Is Misreading the Endgame

Takeaways by Axi Select Gold weakness reflects liquidation, rising real yields, and delayed physical demand, not a breakdown in the long term macro case The Fed put is likely closer to a 15 percent equity drawdown as markets play a larger role in the economic feedback loop than in past cycles Any resolution to recession risk ultimately leads to easier policy …

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Silver Just Got Cheaper. The Case Just Got Stronger.

The dot plot delivered the bearish scenario on March 18. Silver fell. And the structural forces underneath the market didn’t move by a single ounce. On March 18, the Federal Reserve held rates at 3.50–3.75% and released a dot plot signaling only one rate cut for the remainder of 2026. Silver, which had been trading around $80–82 when I published Issue …

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UK highlights importance of cooperation with Mongolia on critical minerals

Head of Critical Minerals and Mining (International) at the UK Department for Business and Trade (DBT) Oliver Richards presented a report on the future of global critical minerals supply and strategic cooperation with Mongolia, according to MiddleAsianNews. He noted that global critical minerals supply chains are currently highly concentrated, while demand is expected to increase significantly in the coming years due …

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