Daly Sees More Rate Hikes, Leaves October Open
Mary Daly expects further Fed tightening while leaving October open. For gold holders, waiting can still mean higher rates ahead.
Oct 14, 2026 · 3 min read
Category
News
The day's news on gold, silver, the miners, copper, uranium, oil and the policy that moves them, in the Equedia Letter's voice.
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- 2026
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- Oct 14, 2026
Articles
Codelco Sets Meeting on Production Inconsistencies
Codelco's November 5 shareholder meeting will examine production inconsistencies. Copper investors need the audits to establish their scale.
Oct 14, 2026 · 2 min read
Beige Book Finds Faster Price Rises in Four Districts
The Fed's October survey finds faster price increases alongside restrained hiring, leaving bullion and miners exposed to persistent rate pressure.
Oct 14, 2026 · 3 min read
Gold and Silver Fall After US Inflation Accelerates
September's CPI rise was driven by gasoline. Lower gold and silver futures leave bullion holders weighing rate risk before the Fed meets.
Oct 14, 2026 · 3 min read
Bowman Sees No Urgency for Further Rate Action
Bowman wants time to assess September's hike. Fresh inflation data leave gold holders facing a pause debate, with no promise of cuts.
Oct 14, 2026 · 2 min read
Funds Cut Net Gold Longs as ETFs Add Bullion
CFTC records show a 24% fall in managed-money net gold longs over six weeks, while September ETF holdings reached a record.
Oct 14, 2026 · 3 min read
IMF Urges US Fiscal Measures Beyond Growth
Kristalina Georgieva urges U.S. fiscal measures as the IMF warns of borrowing risks. Higher yields complicate the case for gold.
Oct 14, 2026 · 3 min read
Yangshan Copper Premiums Rise as Import Ratio Recovers
SMM reports a better Shanghai/London price relationship, but tight registered-warrant supply keeps a cost hurdle in China's copper import trade.
Oct 14, 2026 · 3 min read
Pioneer Adds Former Barrick Team in Argentina
Pioneer Minerals brings Andes Exploration into its Argentine gold project, while staged option rights and proposed funding still need approval.
Oct 13, 2026 · 3 min read
Gold Prices Rise Ahead of US Inflation Data
September CPI arrives October 14, before the Fed's October meeting. A gold rebound leaves mining shareholders with costs to check.
Oct 13, 2026 · 3 min read
PBOC Strengthens Yuan Fixing
China's firmer yuan fixing changes the reference for dollar conversion. Commodity holders still need settlement rates and physical orders.
Oct 13, 2026 · 2 min read
Copper Prices Rise Amid Rate Optimism
Higher copper prices can lift Freeport and Teck revenue, but their own disclosures show why sales volumes and cash costs decide the payoff.
Oct 12, 2026 · 3 min read
Oil Prices Rise After Saudi and Tanker Attacks
Saudi airport strikes and Gulf tanker attacks renewed oil supply concerns. For our producers and miners, the next test is actual deliveries.
Oct 12, 2026 · 2 min read
OPEC Chief Credits Saudi Investment With Limiting Crisis
OPEC's chief credits Saudi infrastructure as Aramco describes export flexibility. Your oil holdings still depend on deliveries.
Oct 12, 2026 · 2 min read
Codelco Confirms Two Deaths in El Teniente Avalanche
Codelco says two subcontractor workers died in the snow avalanche. Open-pit operations were already halted by bad weather.
Oct 11, 2026 · 2 min read
Treasury Reaffirms Trump Accounts Seed Funding
Treasury's October 11 statement repeats an existing benefit. Eligibility, stock-fund limits and withdrawal rules decide what families receive.
Oct 11, 2026 · 3 min read
Codelco Works to Rescue Two at El Teniente
One worker was rescued after an October 11 mudslide at El Teniente. Two were located, with no operating suspension disclosed in the initial statement.
Oct 11, 2026 · 2 min read
StrikePoint Resumes Trading After Northumberland Deal
The October 8 restart puts StrikePoint's postclosing working capital near C$90 million. The final issued share count is the holder's next test.
Oct 10, 2026 · 2 min read