Here are the latest news items and commentary on current economics news, market trends, stocks, investing opportunities, and the precious metals markets. In this column, JWR [1] also covers hedges, derivatives, and various obscura. This column emphasizes JWR’s “tangibles heavy” investing strategy and contrarian perspective. Today, we look at the return of inflation. (See the Inflation/Deflation Watch section.)
Precious Metals:
I noted a price jump in precious metals on Monday morning (Sept. 15, 2025) in U.S. trading. This followed strong buying in Asian trading:
-
$3,697.80
-
$42.83
And then on Tuesday morning:
-
$3,709.90
-
$43.17
That was another all-time high for gold. Predictably in typical profit-taking, by Thursday morning, we saw:
-
$3,660.80
-
$42.04
I expect to see more profit-taking and perhaps a last hurrah in short-selling — especially in Friday afternoon Comex trading — but the bull market has been re-confirmed. – JWR
o o o
At Gold-Eagle.com: Goldman Sachs: ‘Central Banks Will Be Buying Gold For Years’ [2].
o o o
Nick Giambruno: Why the Hardest Money Always Wins [3].
Economy & Finance:
As reported by the leftist CNBC: Fed set to cut rates, but forecast for rest of 2025 is key to markets with politics clouding the picture [4].
o o o
I saw this linked over at the Whatfinger.com [5]news aggregation site: Mortgage refinance demand spikes nearly 60%, as interest rates drop sharply [6]. JWR’s Comment: Clearly, the Fed’s 250 Basis Point interest rate cut on Wednesday was already “baked into the cake.”
o o o
At Zero Hedge: Bank Of Canada Resumes Rate Cuts After 6 Month Pause [7].
Commodities:
Our friend Tam linked to this in The New York Times: China’s Snub of U.S. Soybeans Is a Crisis for American Farmers [8].
o o o
Reported on Wednesday: WTI Extends Gains After Biggest Crude Build In 3 Months [9].
o o o
Arabica Coffee Prices Soar As Analyst Warns of “Weather Disasters” Risk Denting Global Production [10].
Inflation/Deflation Watch:
Grocery prices spike to highest level in 3 years in major blow to Trump [11].
o o o
A recent Peter St Onge video on X: Inflation hits 5% annualized. It’s not tariffs. It’s Federal deficits growing 20% — $400 billion — despite DOGE. While household debt is growing $800 billion per year [12].
o o o
Inflation ticked up in August, but Fed rate cut in play as jobless claims surge [13].
Forex & Cryptos:
Reported on Wednesday: Morning Bid: Ailing dollar gets toehold as Fed awaited [14].
o o o
At Currency Thoughts: Marking Time Until the Fed Announcement [15].
o o o
SEC pushes new crypto rules in Spring 2025 agenda [16].
o o o
Coinbase insider breach linked to $400 million crypto theft, court files reveal [17].
Tangibles Investing:
o o o
Inside the high-security vault storing valuables for the ultra-rich [19].
o o o
Our featured Pre-1899 Gun Of The Week, at Elk Creek Company: Brass Frame Pietta (CVA) M1858 Remington .44 — Unfired. [20]
Provisos:
SurvivalBlog and its Editors are not paid investment counselors or advisers. Please see our Provisos [21] page for our detailed disclaimers.
News Tips:
Please send your economics and investing news tips to JWR [1]. (Either via e-mail or via our Contact form [22].) These are often especially relevant because they come from folks who closely watch specific markets. If you spot any news that would be of interest to SurvivalBlog readers, then please send it in. News items from local news outlets that are missed by the news wire services are especially appreciated. Thanks!