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Credit Stress Is Here And The Only Place Left To Hide Is Precious Metals | Danielle DiMartino Booth

2026-09-1722:51

Bank of Dallas, argues the opposite. She says US small business bankruptcies are up 64% year over year through August, that more than 200 companies have closed every month for five months running, and that 57% of Americans who took cash out refinancing in Q2 accepted a higher mortgage rate to do it. On the data behind the decision, she says the seasonal adjustments at the Bureau of Labor Statistics are "clearly broken" and the official numbers are "at best misleading." On where that leaves i...

One Fed Hike Isn't The Mistake, Five Could Break The Economy | David Rosenberg

2026-09-1553:33

The 10-year Treasury yield touched 5% as markets priced a greater than 90% chance of a Federal Reserve rate hike. David Rosenberg says the market may be making a much bigger mistake by assuming the Fed will keep going. Rosenberg, founder and president of Rosenberg Research, joins Kitco News anchor Jeremy Szafron to explain why he questions the latest payroll and core CPI readings, why slowing wage growth complicates the inflation narrative and why an oil shock is not necessarily durable infl...

Gold Must Hold This Level Before the Fed, or $4,000 Comes Back Into Play | Gary Wagner

2026-09-1431:54

Gold is sitting on a technical fault line ahead of the Federal Reserve’s September decision. Gary Wagner, editor of TheGoldForecast.com and Kitco News technical analyst, puts support for December gold futures near $4,350, with major support just below $4,000. He also identifies resistance for silver near $71.50 and explains why corrections that once took years may now unfold in months. Wagner joins Kitco News anchor Jeremy Szafron after August inflation rose 0.4%, market-implied odds of a Se...

Rate-Hike Odds Went From 48% to 88% in One Month | This WeeK

2026-09-1406:24

The Federal Reserve decides Wednesday. On Friday the market put a rate hike at roughly 88%, and a cut at zero. It would be the first increase since July 2023. Over nine days, three guests sat down with Jeremy Szafron and made the case that higher rates are a problem the debt can't carry. Ran Neuner on September 3, Brien Lundin on Tuesday September 8, and Ron Paul on September 9. Neuner argued the inflation is a supply shock from the war and that rates are the wrong tool for it, while saying...

Ron Paul: The People Ought To Own The Gold, Not The Government

2026-09-0947:12

Former Congressman Ron Paul joins Jeremy Szafron on Kitco News to discuss the Treasury's expanded bond buybacks, who should actually own the gold in Fort Knox, and why he says the affordability debate is really a debate about the value of the dollar. Dr. Paul explains why he wonders whether the current buyback program could become another round of quantitative easing, why he considers government equity stakes in private companies a form of corporatism, and what his grandmother told him about...

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