Weekly market wrap on gold, silver, Fed leadership, and OPEC/UAE oil supply. The speaker says gold and silver are reacting to the Fed and geopolitical noise, while guests remain bullish longer term on gold but expect a deeper pullback first; the video also highlights UAE leaving OPEC/OPEC+ as a bullish catalyst for oil volatility.
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Charlotte Mloud of Investing News opens a weekly mining-industry update focused on price action in gold and silver, the US Federal Reserve decision, and a major oil-market development. She says gold and silver had a bumpy week after shifting attention from geopolitics back to the Fed, which left rates unchanged at 3.5% to 3.75% with the highest number of dissents since 1992. The discussion then shifts from rates to Fed leadership, with Jerome Powell’s term expiring May 15 and Kevin Morris awaiting full Senate approval. The segment emphasizes concerns about Fed independence, Powell staying on the board, and political pressure from President Donald Trump. Two outside views are summarized. Lynette Zang says she is skeptical that much will change under Kevin Morris/“Worsh,” arguing his stated definition of price stability sounds essentially the same as the current one. …
Tactically, gold and silver look vulnerable to further chop or downside until the market gets clarity on Fed leadership and whether the current pullback has actually exhausted itself.
Over the next few weeks, the more likely path is a deeper correction in gold before a tradable low forms; confirmation would come from a washout and stabilization rather than from headlines alone.
Structurally, the bullish case for gold remains intact if fiscal deficits, fiat debasement, and de-dollarization continue, while OPEC’s cohesion looks less durable if major members keep testing the quota system.
Gold and silver were less driven by geopolitics this week and more by the latest Federal Reserve decision.
The speaker explicitly says the metals took a break from geopolitical tensions to react to the Fed.
The Fed left rates unchanged at 3.5% to 3.75% and the meeting had the highest number of dissents since 1992.
This is a direct summary of the policy decision and dissent statistic.
Powell’s decision to remain on the Fed board is presented as a sign of concern about Fed independence.
The speaker explicitly ties Powell’s plan to stay to independence concerns.
Do I expect any big changes?
Lynette Zang says she doubts there will be major changes, arguing that his stated definition of price stability sounds similar to the current one.
What concerns you about Kevin Worsh's comments on inflation measurement?
Garrett Stalloway worries that excluding outlier data would hide real inflation spikes and distort the public read on prices.
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