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TD Securities sees gold above $5,000 into 2027 #Gold# is below $4,300, but Ryan McKay, Senior Commodity Strategist at TD Securities, says resilient investment and central-bank demand could support a renewed move above $5,000 into 2027.

Fidelity’s Timmer values gold at around $5,000 Jurrien Timmer, Director of Global Macro at @Fidelity Investments, says his global M2 regression puts #gold’s# value around $5,000 as it shifts from a real-rate trade toward a liquidity-driven one.

Silver rose after the Fed hike as long yields eased Przemyslaw Radomski argues #silver# is tracking long-term Treasury yields and oil, not the deficit or policy rate. His thesis faces another test when enlarged Treasury buybacks end November 4.

Spot gold drops to $4,280/oz as flash S&P composite PMI improves to 58.4 in September (Kitco News) - The #gold# market is selling off after the latest U.S. data showed the services sector improving beyond expectations this month, while the manufacturing sector also strengthened. S&P Global reported on Wednesday that its flash Composite Purchasing Managers Index (PMI) rose to 58.4 in September, up from August’s reading of 56. The number was above expectations, as economists had forecasted a reading of 55.2. “US business activity growth accelerated for a fourth successive month in September to reach the fastest rate for over five years,” the report noted. “A further surge in service sector business activity was accompanied by a renewed improvement in manufacturing output growth.”

Crypto pumps won't stop until the market finally delivers the pullback I expect. BTC closed red, but it remains above TBO resistance with the slow line curling higher, so I still see the beginning of a strong bullish uptrend. I am taking partial profits into strength, keeping stablecoins available, and leaving bids near the fast line because a correction would reset the move rather than end it. My Bitcoin price analysis stays bullish, but BTC, ETH, and dominance all warn against chasing. Ethereum is above its cloud with a rising slow line, while bearish RSI divergence points to a pullback; stablecoin dominance also has bullish divergence, and Bitcoin dominance has reversed at its fast line. If both dominance charts rise together, I expect altcoins to absorb the worst of the downside before the broader uptrend resumes. I am watching DXY because its overbought strength is a risk to crypto, while COMP is my favorite early altcoin setup because its breakout cluster arrived before a major pump. UNI remains strongly bullish with a rising slow line, FET keeps rewarding a sell-the-rip and buy-the-dip plan, and Injective is coiling in a classical bull flag. These are the kinds of setups where I want exposure without abandoning profit-taking or lower bids. CHAPTER MARKERS 00:00 Bitcoin Uptrend Builds Despite Red Close 03:46 Ethereum Bullish Trend Faces Pullback Risk 07:44 Stablecoin Dominance Signals Pullback Risk 11:16 OTHERS Dominance Tests Major Resistance 14:02 OTHERS Market Cap Confirms Bullish Breakout 20:02 DXY Strength Raises Crypto Risk 22:11 S&P Futures Face Local Reversal Risk 31:13 TAO Resistance Demands Partial Profits 33:37 Altcoin COMP Breakout Signals Next Move 43:34 Altcoin Injective Bull Flag Signals Upside 47:22 ENA Bullish Trend Targets Resistance 51:13 RXRX Resistance Demands Partial Profits 53:53 PEAQ Breakout Confirms Bullish Trend 56:26 ON Semiconductor Divergence Signals Bounce

#Gold’s# yield sensitivity is weakening, FTSE Russell says. Indrani De, Head of Global Investment Research at @FTSERussell, says central-bank buying in the past two to three years is more than twice the level from 2010 to 2021.

China’s gold imports topped 1,100 tonnes through August. Customs data showed a record year-to-date high, with bullion imports already surpassing the full-year 2025 total. Chinese #gold# ETFs added around 44 tonnes, up 18% in 2026.

Gold holds near $4,336.50 as oil retreats. Spot #gold# was down 0.15% in early U.S. trading. Lower oil and a 10-year yield near 4.93% offered support, while a firmer dollar and rate-hike risk kept rallies capped.

Gold and silver softened after Monday’s U.S. close as stocks rallied and oil fell, reducing safe-haven demand. Spot #gold# traded near $4,337.20, down 0.95%, while #silver# was near $66.080, down 0.44%.

Bitcoin pumped 6.7% while crypto Twitter argued over apologies and bull traps. I'm watching the confirmed daily TBO breakout above resistance, not the drama. Bearish RSI divergence warns of a pullback, but it doesn't force an immediate crash. My approach is to take profit at planned levels and prepare for dips, rather than fight the rally with unprotected shorts. My Bitcoin price analysis still has a caution: the slow line is only starting to curl up, so the macro trend lacks the strength of earlier rallies. Ethereum confirmed its third TBO breakout, while stablecoin dominance reached historical support after three breakdowns. A bounce there could pressure crypto. I still see OTHERS dominance above its cloud and resistance despite Bitcoin attracting capital; a pullback doesn't automatically end the altcoin rally. I'm watching TAO after its 22% pump toward historical resistance and AAVE after another breakout, with its next Fibonacci target at 174.53. RUNE's earlier predictive wick puts 63 cents on my radar, while Walrus closed above newly formed resistance. I also took profit on STRK's pump rather than ignore its reversal warning. Strong momentum and short-term risk can coexist; none of these setups guarantees another leg higher. CHAPTER MARKERS 00:00 Bitcoin Breakout Confirms Strength After a 6.7% Pump 03:14 Bitcoin Pullbacks Warn of Deeper Downside 06:49 Bitcoin Macro Trend and RSI Divergence Raise Caution 09:42 Bitcoin Stop-Loss Hunting Alerts Signal Leverage Risk 13:30 Ethereum Breakout and Stablecoin Support Frame Pullback Risk 16:18 Bitcoin Dominance Rotation and OTHERS Support 18:28 Small-Cap Dominance Tests Pivot High Resistance 21:20 Total Market Cap Momentum Above the Weekly Cloud 24:20 S&P Futures Strength and VIX Frame Market Risk 27:55 TBO Close Long Signals an Exit, Not a New Entry 34:47 Dogecoin Breakouts Raise Short-Term Risk 38:06 RUNE Predictive Wick Defines a Bullish Target 42:29 Walrus Breaks Resistance as STRK Faces Reversal Risk 47:30 SUI Momentum Builds Ahead of Resistance 49:45 Zcash and Stock Picks Face Resistance Tests 53:34 EPIC Faces Resistance After Its Rally

Fed discipline cannot resolve U.S. fiscal risk, @AxelMerk says. The Merk Investments founder argues persistent deficits keep #gold# relevant as a diversification tool, even after last week’s 25-basis-point rate hike.

Standard Chartered sees gold averaging around $4,650 an ounce in Q4. The bank says structural forces remain supportive, but a stronger U.S. dollar could create a near-term headwind. Spot gold is averaging around $4,350 in Q3.

Rising mining CapEx may be partly self-inflicted. Christopher Ecclestone, Principal and Mining Strategist at @hallgartenco, argues miners show “very little pushback against higher prices.” Full interview:

Your pension may already be funding the AI boom without you knowing it. The risk is no longer limited to tech shareholders because AI bonds can end up in pension funds, insurance portfolios and bond funds. I asked @DrMarkThornton whether that makes AI a systemic credit risk. His answer: “Yes, that spells trouble to me.” Would you want these bonds in your retirement portfolio? Full interview in the reply ⬇️ @KitcoNews

OTHERS/BTC just broke long-term overhead resistance, and that is the crypto chart that stopped me in my tracks today. I’m seeing altcoins gain strength against Bitcoin while OTHERS.D approaches the resistance zone near 9%. My altcoin market outlook is bullish, but the closer dominance gets to that overhead line, the more seriously I’m taking profit protection. A strong rally is not a reason to abandon the plan. Bitcoin is holding above TBO resistance at 80,433, but my Bitcoin price analysis still has one important condition: daily RSI needs to close above 74.13 to overcome its previous high. Otherwise, another pullback is possible. Ethereum has confirmed a second TBO breakout while testing price resistance, and falling stablecoin and Bitcoin dominance are supporting the rotation into alts. Bearish divergence is a warning to watch, not proof that the rally is over. BNB is working on a second TBO breakout with bearish RSI divergence, STRK pumped 52% on Friday before approaching resistance at 0.0525, and AVAX confirmed a breakout after a powerful weekend move. I’m watching those bullish setups without ignoring how extended they’ve become. Harmony’s huge rally makes the same point: take profit according to predetermined targets and amounts, rather than letting excitement or anxiety rewrite the plan. I’ve sold too much too early myself, and that is the mistake I want to help you avoid. CHAPTER MARKERS 00:00 Bitcoin Holds Resistance as RSI Tests Momentum 04:15 Ethereum Breakout Faces Price Resistance 06:51 Stablecoin and Bitcoin Dominance Weakness Supports Altcoins 09:14 Crypto Market Dominance Breakouts Confirm Bullish Strength 11:43 OTHERS.D Approaches Long-Term Resistance Toward 9% 15:33 Altcoin Market Momentum Nears the Heating-Up Target 21:19 OTHERS/BTC Breaks Long-Term Overhead Resistance 23:21 DXY Tests Resistance as S&P Futures Turn Bullish 30:00 BNB Breakout Faces Bearish Divergence Warnings 33:04 STRK Rally Approaches TBO Resistance 35:50 Altcoins Clear TBO Resistance as Bullish Strength Expands 38:48 NEAR Approaches Resistance After a Breakout Cluster 42:46 Club Picks Test Resistance as Bullish Setups Expand 48:30 YouTube Picks Rally as Harmony Tests Profit Discipline

Gold ETF buying extends to eight consecutive days. Funds added 52,500 troy ounces worth $227.9 million in the latest session, lifting 2026 net purchases to 1.46 million ounces and total holdings to 100.4 million ounces. (@Bulldogholmes Commentary)

Gold holds above $4,300 as yields cap upside. Spot #gold# traded near $4,354.10, down 0.52%, as elevated Treasury yields and a firmer dollar offset safe-haven demand tied to U.S.-Iran tensions and constrained Strait of Hormuz traffic.

All 16 Wall Street analysts expect gold to rise next week. Main Street is also bullish, with 58% of 220 voters forecasting gains after gold snapped a three-week losing streak. Spot #gold# ended near $4,377.