1+ hour, 17+ min ago  (676+ words) BY MUFLIH HIDAYAT ON JUNE 29, 2026 Understanding why gold falls during a structural bull market is arguably more important than tracking how far it falls. The two questions lead to entirely different conclusions " and entirely different investment decisions. The drop in…...

2+ day, 23+ hour ago  (818+ words) BY MUFLIH HIDAYAT ON JUNE 25, 2026 India imports more than 85% of the crude oil it consumes, placing it among the most energy-import-dependent major economies on the planet. Unlike countries that can partially offset external price shocks through domestic production adjustments, India…...

1+ week, 1+ day ago  (1482+ words) BY MUFLIH HIDAYAT ON JUNE 20, 2026 This is the central thesis now forming across the gold and silver markets. The gold and silver false new low before summer rebound narrative is not speculative fiction. It is a pattern with deep roots…...

1+ week, 1+ day ago  (1324+ words) BY MUFLIH HIDAYAT ON JUNE 20, 2026 Understanding gold and silver as inflation hedge and Fed rate cuts as the catalyst that drives their repricing is not simply a matter of tracking commodity charts. It requires a deeper look at monetary architecture,…...

1+ week, 2+ day ago  (964+ words) BY MUFLIH HIDAYAT ON JUNE 18, 2026 The 2026 World Gold Council Central Bank Gold Reserves Survey, drawing responses from 76 central banks at a 51% participation rate, provides the most comprehensive window yet into that decision-making architecture. What it reveals is not a story…...

2+ week, 1+ day ago  (759+ words) BY MUFLIH HIDAYAT ON JUNE 13, 2026 The 2025 bull run that lifted gold prices by 65% was remarkable for its breadth and velocity. However, what made it durable was not speculative momentum. It was the scale and consistency of official-sector accumulation running beneath…...

2+ week, 1+ day ago  (1437+ words) BY MUFLIH HIDAYAT ON JUNE 13, 2026 Gold's current battle at $4, 000 per ounce is not simply a number on a screen. It represents the intersection of institutional psychology, macro uncertainty, and technical structure, making it arguably the most consequential price level the…...

2+ week, 1+ day ago  (648+ words) BY MUFLIH HIDAYAT ON JUNE 13, 2026 When institutional price models incorporate 244 tonnes of quarterly central bank demand rather than 16 tonnes, the difference between a market in mild surplus and one facing sustained structural tightness becomes unambiguous. The forecast is inseparable from…...

2+ week, 3+ day ago  (969+ words) BY MUFLIH HIDAYAT ON JUNE 12, 2026 As of June 2026, markets were pricing in a greater than 70% probability of a Fed rate hike by December, with October odds sitting near 42%. These are not marginal readings. When hike probabilities breach 70%, institutional risk models…...

2+ week, 3+ day ago  (834+ words) BY MUFLIH HIDAYAT ON JUNE 11, 2026 That dynamic, not sentiment, not geopolitics in isolation, is the engine behind the current correction in the gold price outlook after CPI and the Fed meeting. Understanding this mechanism reframes every piece of data released…...