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Key Takeaways In a significant policy shift, the US Geological Survey (USGS) has added silver to the federal critical minerals list, formally acknowledging its vital role in national security, infrastructure, and technological competitiveness. Global silver production has failed to meet demand for five consecutive years, driven by massive growth in “green” and high-tech sectors. Supply

Rising debt levels and delinquency rates are reaching levels not seen in years, signaling worsening household financial stability. The US national debt has reached nearly $39 trillion, creating concern that debt-fueled fiscal policy could precipitate a financial crisis or worsening inflation. Most Americans are facing financial uncertainty and fear recession, which is helping push a

Key Takeaways Increased geopolitical conflict and oil prices surging toward $120 per barrel have pushed up US recession probabilities. Persistent energy shocks threaten to reverse progress on inflation, forcing the Federal Reserve to choose between tightening policy to control costs or easing it to prevent a slowdown. The modern US economy is more resilient to

China is attempting to internationalize the yuan and challenge the US dollar’s dominance as a world reserve currency The recent discovery of a potentially massive gold mine in China could help China accumulate greater gold reserves in an attempt to shape global financial rules Some market analysts believe that the shift of physical metal from

Key Takeaways The conflicting goals of maintaining maximum employment while stabilizing prices have become structurally at odds, leaving the Fed with no clear path forward. Recent data distortions from weather and strikes, combined with significant downward revisions from 2025, indicate that the Fed has been operating with an overly optimistic view of employment resilience. Stubborn