Gold didn’t just move higher this week, it exploded past US$3,550/oz. Traders rushed into bullion on bets that the Federal Reserve will cut rates for the first time since 2024. We now price an 86.4% chance of rates falling to 4–4.25% at the September 16–17 meeting. President Trump wants a 300-basis-point cut. Treasury Secretary Bessent wants 150 points. If the Fed cuts too much or too little, how will gold react? Brian breaks it all down for you!
Silver stole headlines of its own, smashing through the US$40 barrier to close at US$40.83/oz. Did silver simply ride gold’s coattails, or is this the start of a new structural bull run? Brian’s got the answers!
Oil told a very different story. WTI slipped to US$63.13/bbl after the EIA shocked traders with a 2.4 million barrel inventory build. That jump reversed last week’s draw and raised fresh questions about oversupply. If gold screams inflation while oil signals excess, which one should investors trust? Brian breaks it down for you!
The ASX All Ordinaries Gold Index surged 903 points this week. Bullion’s rally boosted margins across the board. Capricorn Metals stunned the market with 62% EBITDA growth. Gold Road Resources kept the takeover buzz alive. Dividend flows from Northern Star and Evolution Mining added fuel. With these three forces combined, can Australian gold equities climb even higher? Brian’s got you covered!
Capricorn Metals (ASX:CMM) stood out above the rest. Revenue hit A$505.9m, net cash reached A$355.8m, and the Karlawinda Expansion Project promises a 25% lift in production. But costs are creeping up, strip ratios are rising, and execution risks could test the story. Is Capricorn the strongest growth name in Australian gold, or a risk hiding in plain sight? Find out more as you watch the video!
Markets now sit at a turning point. Fed cuts loom. Bullion is on fire. Silver has broken out. Oil has stumbled. ASX producers look unstoppable. The question is simple: who wins and who gets left behind?
Watch the full breakdown here: