The Gold Lens · Topic
Federal Reserve
4 analyses on how Federal Reserve is shaping the gold market.
The Fed Has Stopped Giving Directions
Since June the Fed’s statements have carried no forward guidance, and at Jackson Hole Kevin Warsh made the case for keeping it that way. With a hike priced as likely this week, a Fed committed to ‘a discipline, not a decision’ faces its biggest call yet — and gold faces a louder data calendar.
15 September 2026 · 9 min read
A War Broke Out in the Gulf. Gold Fell.
The US and Iran are trading strikes across the Strait of Hormuz, oil has jumped ~10% in a week, and gold — the world's oldest crisis asset — just posted its worst week in three months. The paradox has a mechanism, and it runs through the Fed.
17 July 2026 · 7 min read
The Warsh Fed's Hawkish Debut and What It Means for Gold
Kevin Warsh campaigned as a productivity dove. His first meeting as Fed chair delivered a hawkish hold and a dot plot tilting toward hikes. For gold, the tension between the man and the moment is the story.
18 June 2026 · 7 min read
The Fed's Extended Pause and Gold's Next Move
With the Federal Reserve holding steady through Q1 2026, the gold market is pricing in a new normal — one where the absence of rate cuts is itself bullish for gold.
21 March 2026 · 4 min readBrowse Other Topics