Swiss America: Gold Standard News Daily

9.9.26 - A Tidal Wave of Buying in the Gold Market

Gold last traded at $4,401 an ounce. Silver at $67.27 an ounce.

EDITOR'S NOTE: To say things are brewing in the financial world would be a serious understatement; they are rapidly approaching a full boil. Gold has already proven itself to be a steady global staple amid this changing financial environment, but it increasingly appears that we may have only scratched the surface of what lies ahead. Japan alone could become a major catalyst for the next leg of growth in the gold market, and that move could be dramatic: from current levels, gold would need to rise roughly ninefold just to match its 1980 high after adjusting for today’s dollars. At the same time, we may also be on the cusp of a broader financial transformation, with crypto potentially moving toward a much more prominent role as a globally utilized currency.

Japan Will Unleash A Tidal Wave Of Buying Into The Gold Market -King World News

Matthew Piepenburg, partner at Matterhorn Asset Management: Below we look at lessons from Japan and its latest signals to prepare for a market sell-off, a debasement acceleration and a golden endgame.

My father taught me long ago that the years teach things the days do not always notice.

In all areas of our lives, we slowly acquire perspectives earned by experience over theory and by time rather than guesses.

This is equally true of lives spent investing in markets and cycles. A certain pattern recognition is acquired that not even a Bloomberg terminal or AI robot can teach.

As one, for example, who traded through a dot.com bubble led by the undeniably transformative technology of the internet of all things, I remember well how everyone from Wall Street experts to Hollywood movies made it clear that names like Cisco, Yahoo and AOL were kings who would never be dethroned.

That felt very exciting. READ MORE

Gold Price Needs To Skyrocket 9x To Equal 1980 High! -King World News

A very small portion of a large report issued by the always brilliant Jesse Colombo: While many mainstream analysts and commentators believe that gold reached a long-term peak at $5,600 an ounce in January 2026 and that it is basically all downhill from here, my firm belief is that gold remains in a secular bull market with many more years of gains ahead (read my report to learn more).

I see gold surging to at least $15,000 an ounce during this bull market, and that doesn’t even account for the hyperinflation further down the road, during which gold will ultimately reach into the trillions of dollars per ounce or even higher.

The gold-to-U.S. federal debt ratio, indexed to 100 to make it more intuitive, shows that gold still has much further to rise before reaching its prior peaks. In fact, I see it not only reaching but ultimately blowing past its 1980 peak because, as I showed earlier, the U.S. federal debt-to-GDP ratio was just a benign 33% back then, compared with an alarming 123% today. READ MORE

US Republicans: Crypto Clarity Act may fail in Senate Next Week -Watcher.Guru

by Jaxon Gaines

US Republicans are reportedly expecting the crypto clarity act to fail its upcoming vote in the Senate next week. The Senate has scheduled a key procedural cloture vote on the CLARITY Act (H.R. 3633) for September 15, 2026, around 2:15 p.m. ET. Sen. Thom Tillis of North Carolina said Tuesday that he believes the bill “is going to fail” unless the White House helps bridge the divide.

Similarly, Republican Senator Cynthia Lummis said this week, “If the CLARITY Act does not pass in this Congress, the next real opportunity for crypto regulation may be delayed until 2030.”

The CLARITY Act has been the talk of town within the cryptocurrency community for quite some time now. This bull aims to bring more regulatory clarity to the budding asset class. The legislation also aims to bring more investor protection. If passed the law could lead to investors feeling a lot more safe within the cryptocurrency sector. The cryptocurrency landscape is plagued with scams and hacks that has kept a significant number of people away from it. However, the CLARITY Act could change this outlook. READ MORE

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9.8.26 - Last Time This Happened The Price Of Gold Doubled

Gold last traded at $4,359 an ounce. Silver at $65.77 an ounce.

EDITOR'S NOTE: When I started at Swiss America in 1992, I constantly heard people reminisce about the price of gold in the 1970s and say, “Those were the days.” Well, gold has certainly experienced some remarkable new days of its own over the past few years, and I believe we may have only seen the tip of the iceberg. In fact, a 1970s-style environment may be unfolding once again right before our eyes; and if history is any guide, that could have significant implications for where gold goes from here.

Last Time This Happened The Price Of Gold Doubled. And Silver Open Interest Has Collapsed -King World News

Alasdair Macleod: The yen carry trade is blowing up, driving up global bond yields. Investors are slowly learning that the only safe havens are to be found in gold, silver, and storable commodities.

It started with Scott Bessent at the US Treasury intervening in the JPY rate doing a favour for Japan’s finance ministry in late-July. As the chart above shows (scale inverted) the yen rallied sharply, did little for a month and this week suddenly rose again. Over the period of a month, the yen has rallied 5% against the dollar. Not only will Japan’s institutions be reviewing foreign bond and equity investments, but the carry-traders buying US treasury bills could become forced sellers to cover their yen shorts.

This matters, because the only way in which T-bill demand can be maintained is for the Fed to raise its fund rate to maintain an interest rate differential across global markets. Effectively, the competition to attract global investment funds is on. But we are getting ahead of ourselves, with respect to the consequences for the gold price which is our central theme. VIEW CHARTS AND READ MORE

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9.4.26 - Rising Oil Prices Bullish For Gold?

Gold last traded at $4,422 an ounce. Silver at $65.96 an ounce.

EDITOR'S NOTE: Rising oil prices may be far more significant for gold than many investors realize, particularly as higher energy costs threaten to fuel another wave of inflation. With commodities already moving higher, the combination of persistent inflation and growing economic uncertainty creates an increasingly favorable environment for gold. For those looking for protection against the erosion of purchasing power, this is yet another reason to take a serious look at physical gold.

Rising Oil Prices Are Wildly Bullish For Gold & Silver -King World News

This is a small portion of a very large report released by the always brilliant Jesse Colombo: Let’s start by reviewing the latest action in crude oil, with WTI crude rising from around $80 a barrel to roughly $90 and Brent crude also gaining about $10 a barrel. The surge was triggered by renewed U.S. strikes on Iran after a multiweek hiatus during which the U.S. attempted to rely primarily on economic sanctions.

However, Iran is becoming increasingly defiant and is even going on the offensive against neighboring countries and U.S. outposts in the region, in addition to its ongoing strikes against tankers in the Strait of Hormuz.

This is an ugly situation, and it doesn’t seem to be ameliorating anytime soon. There is enormous uncertainty surrounding how this quagmire is ultimately going to play out, and the markets, including precious metals, are practically surging and plunging every other day based on the latest developments in the war.

One day, we hear that the Strait of Hormuz is open, only for it to close again, and similarly, the U.S. signals that it intends to hit Iran hard, only to suddenly back off again. It has been going on like this since March, and I speak for many people when I say that it is extremely tiring and confusing.

Meanwhile, the U.S. Strategic Petroleum Reserve has fallen by another 3 million barrels and is now at its lowest level since 1982, with other countries’ reserves similarly depleted. READ MORE

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9.3.26 - Netherlands shifts 95 tons of gold reserves

Gold last traded at $4,473 an ounce. Silver at $66.97 an ounce.

EDITOR'S NOTE: The Netherlands' decision to move nearly 95 tons of gold from New York and Ottawa to London is another clear indication of how seriously central banks are reassessing their gold reserves amid rising geopolitical and financial uncertainty. For those invested in gold, the significance goes beyond the move itself; it reinforces the growing recognition that physical gold remains an important strategic asset when uncertainty rises. As central banks continue to prioritize the security, accessibility and liquidity of their gold holdings, it is becoming increasingly difficult to overlook what that trend could mean for gold investors.

Netherlands shifts 95 tons of gold reserves from North America to London -Yahoo! Finance

by Paul Godfrey

(UPI) -- The Netherlands announced Thursday it had transferred about 95 tons of its gold reserves from New York and Ottawa to London in response to "increasing geolpolitical risk."

The central bank, or DNB, said in a news release that it had taken the step as part of its preparedness for a possible crisis because the increased liquidity and tradability of the London market would make it easier to cash out the gold in the event of an emergency.

A more balanced distribution between North America and Britain was a hedge against the rising risks in the world.

"With this relocation, we have improved the tradability of our gold reserves. We expect that we will never need to use them, but we do need to strengthen our resilience and preparedness," said DNB Governor Olaf Sleijpen.

DNB said the gold, the bulk of it from New York, was moved over a five month period beginning in March but that 250 tons of its total global reserves of 675 tons remained in the United States and Canada.

It added that the fact gold deposited with the Bank of England was regarded as "the world's most easily tradable gold" and would consequently be more readily available to DNB in a crisis situation than its New York and Ottawa reserves which could not be liquidated "as quickly and directly." READ MORE

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9.2.26 - Follow the Gold

Gold last traded at $4,391 an ounce. Silver at $65.40 an ounce.

EDITOR'S NOTE: You don't need to read the tea leaves to understand what's happening in the financial world; you just need to watch what the world's central banks are doing. They have been buying gold at a breathtaking pace, with nearly $47 billion worth purchased in just three months. When the institutions responsible for protecting national wealth are aggressively increasing their gold reserves, I think investors should take notice. Add in a record-breaking U.S. money supply and a continued push toward de-dollarization, and the message is becoming increasingly clear: if central banks are turning to gold for protection, perhaps it's time to ask yourself why you aren't doing the same.

Central Banks Buy $47 Billion Worth of Gold in 3 Months -Watcher.Guru

by Vinod Dsouza

Central banks around the world have purchased a record 289 tonnes of gold in the last three months. The overall worth of the accumulation is a record $47.38 billion, according to the World Gold Council. The buying spree is increasing every quarter as central banks diversify their reserves in 2026. The US dollar is no longer the dominant asset in reserves, as the glittery metal is taking its place. Institutional funds and retail investors are also the largest buyers of the metal.

Poland remains the top buyer by accumulating 51 tonnes of gold. China comes second after adding 33 tonnes of the precious metal during the second quarter of 2026. Gold accumulation in the first quarter of 2026 topped 345 tonnes. The accumulation took place in Q1 when the XAU/USD index fell nearly 14% from January highs. This created a buying window, as prices dipped and central banks made use of the development.

“Central banks made significant gold purchases in Q2 (289t). After a notable Q1 slowdown following a downward revision to our data, buying among this cohort recovered sharply to the lofty levels that have been typical in the last four years,” read a report from the World Gold Council. The frenzy buying kick-started in 2022, after the US imposed sanctions on Russia. Since then, the XAU/USD index has been soaring and has risen more than 150%.

However, gold faced a correction in the last six months, as prices dipped 14%. Several market commentators remain bullish on the commodity, predicting it could breach the $6,000 wall. Only one analyst gave out a bold projection, estimating that gold could climb above $10,000. John LaForge, Chief Alternative Strategist at Ned Davis Research, said that if the US National debt is not controlled, the commodity could reach $10,000 next. READ MORE

Broad U.S. Money Supply Climbs to Fresh Record of $23,220,000,000,000 With Ongoing Monthly Gains -The Daily Hodl

US M2, or the broad measure of money circulating through the U.S. economy, has hit a new peak.

This indicator advanced $102.8 billion during July to reach a record high of $23.22 trillion, reports The Kobeissi Letter.

The total marks the 27th straight month of expansion and stands $1.43 trillion higher than the prior peak from March 2022.

Since the start of 2026 alone, the figure has increased by $862.7 billion.

M2 encompasses currency in circulation along with demand deposits, savings accounts, short-term deposits, and retail money market funds, according to Federal Reserve definitions.

Over the long term since 2000, this aggregate has expanded at an average annual pace of 6.3%, adding roughly $700 billion each year on average.

The latest release underscores continued rapid growth in overall liquidity within the financial system. READ MORE

De-Dollarization Is Not Over, Warns Chief Economist at CICC -Watcher.Guru

by Vinod Dsouza

The recent rise in the US dollar’s share of global foreign exchange does not imply that de-dollarization is seeing a trend reversal, said Miao Yanliang, the Chief Economist at China International Capital Corp (CICC). He wrote in a piece in the Financial Times that long-term diversification is real, and the US dollar will not be spared in the global currency markets.

The economist stressed that de-dollarization will continue due to the faltering US Treasuries. For decades, they have sustained the US dollar’s dominance, but the rising National debt is making central banks reconsider their decision. Diversification, he said, will only keep increasing in the coming years, chipping away at the US dollar’s dominance.

“One reason de-dollarization may persist lies in US Treasuries. For decades, they have underpinned the dollar’s international role by providing deep liquidity and a widely accepted store of value. As US public debt has risen and the international use of financial measures such as sanctions has expanded, some institutions have begun to re-examine their use of Treasuries,” he said.

“For reserve managers, the prudent conclusion is that the shape of the international reserve system and the dollar’s role within it is still evolving. But recent developments do not yet amount to a definitive end to diversification,” he said. He cautioned that central banks are still considering de-dollarization, as the US dollar is hurting their reserves. From gold to local currencies and other commodities, they are actively pursuing diversification. READ MORE

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9.1.26 - The Fed’s Pickle, Gold, and Silver

Gold last traded at $4,329 an ounce. Silver at $64.10 an ounce.

EDITOR'S NOTE: It is increasingly difficult to ignore the unique position gold and silver occupy as the Federal Reserve faces an increasingly complicated economic landscape. With debt levels soaring and policymakers caught between controlling inflation and supporting the economy, the very policies intended to stabilize the financial system could ultimately strengthen the case for precious metals. This article offers an interesting perspective on why the Fed may be in a difficult position, and why the author believes physical gold and silver remain important assets to consider in today's environment.

The Fed’s Pickle, Gold, and Silver -Daily Reckoning

by Adam Sharp

On Friday, Fed Chair Kevin Warsh spooked precious metals with his “hawkish” commentary.

Both gold and silver fell around 3% following the Fed’s press conference.

Warsh talked tough about inflation, leading to fears of interest rate hikes.

According to many financial commentators, interest rate hikes are bad for precious metals. After all, there’s no yield on bullion. So the modern view says that when yields go up, it makes bonds and CDs more attractive, and gold and silver less so.

But in reality, the relationship isn’t nearly so clean. See the chart below, which covers the period from 1970-1980. It shows U.S. 10-year bond yields on top, and the price of silver below. VIEW CHARTS AND READ MORE

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8.31.26 - Celente: 'Gold Is Headed A Lot Higher'

Gold last traded at $4,449 an ounce. Silver at $66.55 an ounce.

EDITOR'S NOTE: I've been saying for some time that the U.S. debt problem is far bigger than the headline number, and this latest analysis puts the true figure at a staggering $126 trillion. If interest rates stay elevated, the cost of servicing that debt only gets more difficult, while a weaker dollar could provide an even stronger tailwind for gold and silver. Yet another powerful reminder of why owning physical precious metals deserves serious consideration as a hedge against what could be coming.

Celente – US Total Debt Is Really $126 Trillion, Gold Is Headed A Lot Higher -King World News

Gerald Celente: “Sometimes people call me a futurist and I say, ‘Nope. Nobody can predict the future because there are too many wildcards.’ And the wildcard right now is the Iran war. When the Iran War broke out gold went down, why? How many tonnes of gold did Russia sell? How many tonnes did Turkey sell? Mexico, selling, selling, selling. This war has cost a lot and eight billion people are paying for it. This war has caused a lot of countries to sell gold.

So this is a temporary downturn in gold. And I agree with you, $4,000 was the bottom for gold. And gold took a hit today because of the new Fed-head comments. The United States, it isn’t $40 trillion of debt, the United States is in about $126 trillion of debt. Oh, and now you are going to raise interest rates and pay more on your debt? No.

We are forecasting that interest rates are not going to be raised. If anything they will hold them or lower them. And lowering them would be to juice up the economy. They are going to do everything they can to prop up this economy. The lower interest rates go, the lower the dollar falls. The deeper the dollar falls, the higher the gold and silver prices go. READ MORE

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8.28.26 - BRICS Nations Hold 17.4% of Global Gold Reserves

Gold last traded at $4,479 an ounce. Silver at $67.05 an ounce.

EDITOR'S NOTE: I’d like to say that BRICS nations have been quietly and steadily buying gold for some time now, but there is nothing quiet or steady about what's happening. They now hold more than 17% of the world's gold reserves, representing an increase of more than 50% in just seven years. The sheer physicality of that is nothing short of remarkable to me. It speaks volumes about how the financial world is positioning itself for major changes right before our very eyes.

BRICS Nations Hold 17.4% of Global Gold Reserves as UBS Targets $5,200 -Watcher.Guru

by Loredana Harsana

BRICS gold reserves have gone up to more than 6,000 tonnes right now, which comes out to about 17.4% of total global gold reserves held by central banks, up from 11.2% back in 2019, according to EBC Financial Group. This also lines up with a more bullish gold price UBS outlook, and the bank’s gold price prediction 2027 has bullion reaching $5,200 an ounce by June. BRICS gold reserves are led, by quite a distance, by Russia and China, and the two together hold around 74% of the bloc’s total at the time of writing.

The rise in BRICS nations gold reserves fits into a bigger shift away from the dollar in official portfolios, and it is happening right when gold itself is also getting repriced higher by some of the biggest banks out there, which only adds to how fast BRICS nations gold reserves have been growing.

Russia holds 2,336 tonnes, the largest single stake in the bloc, and China is close behind with 2,298 tonnes, while India holds 880 tonnes, an EBC note shows. These BRICS nations gold reserves numbers add up fast: BRICS Plus members bought more than half of all the gold purchased by sovereigns worldwide between 2020 and 2024, and in the first nine months of 2025 alone the group added another 663 tonnes, worth close to $91 billion.

Brazil also came back to the table in September 2025, adding 16 tonnes for its first purchase since 2021. This whole run of BRICS gold reserves growth goes back to 2022, when Western nations froze about $300 billion in Russian foreign exchange reserves, a move that pushed central banks toward gold sitting safely in vaults back home, and also out of reach of the SWIFT payments system. READ MORE

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8.27.26 - Have we reached Peak Bubble?

Gold last traded at $4,601 an ounce. Silver at $69.26 an ounce.

EDITOR'S NOTE: I’ve been wondering how much longer the U.S. markets can continue to defy the fundamentals, and this article raises an important question: are we approaching the peak of the current bubble? If that bubble finally bursts, I believe the consequences for stocks, interest rates, businesses and the broader U.S. economy could be significant; and potentially much more severe than many investors are prepared for.

Truth Will Out -Daily Reckoning

by Bill Bonner

Our question for today is: Have we reached Peak Bubble? And if so, what happens next?

The answer is important. Because our top goal is to avoid taking the Big Loss. And the Big Losses come hard and fast at the top of a bubble. And like a sheriff with a summons, they can be hard to dodge.

As long as you can avoid the Big Loss, you’re still in the game. Then, you can let time and luck do their magic. Unglamorous and slow, it’s not like buying the ‘next Nvidia.’ But it works better: buy profit making companies when they are reasonably priced; sell them when they become unreasonably over-priced.

So simple, you could ink it on your palm. So, let’s presume we are at…or near…peak bubble. What to do now?

When a bubble pops, the immediate result is deflation. Prices of key bubble assets go down. Later, everything goes down. The damage rarely stays on Wall Street. Businesses can no longer raise money. Projects are cancelled. People lose their jobs and their incomes. They have less money to spend so ‘demand’ goes down…and with it go prices for almost everything. READ MORE

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