Developing storyline

Gold price rally amid Fed rate-cut expectations

Gold price rally amid Fed rate-cut expectations continues to give way to renewed hawkish signals, as strong labor data, sticky inflation, surging oil and diesel prices tied to US-Iran tensions, a global bond sell-off, a stronger dollar, and now UBS forecasting further Fed rate h…

75 stories2195 sourcesUpdated Sep 12, 2026

In this storyline:Federal Reserve System Donald John Trump Kevin Warsh Brent Crude United States of America Nvidia S&P 500 The Strait Of Hormuz

Gold price rally amid Fed rate-cut expectations — Photo: © IJR / Wikimedia Commons

Coverage momentum

total articles across this storyline · last 72h

107

articles now

117

peak · 9:00 PM

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Sep 9, 5 AMdots mark key developments · hover for any hourSep 12, 2 AM

Key developments

Sep 7, 2026
UBS reverses course, now forecasting two more Fed rate hikes in September and December 2026, abandoning earlier expectations of no policy change this year.
6 sources on this →
Sep 8, 2026
Diesel prices surge to record highs as refiners run near capacity amid Hormuz-related outages, complicating the Fed's September rate decision.
6 sources on this →
Sep 8, 2026
Georgia gas prices climb to $3.89 a gallon as the national average nears $4.00 for a record Labor Day, driven by tight refining capacity and Middle East tensions.
6 sources on this →
Sep 8, 2026
Dow futures fall and oil jumps as investors await Apple's event and key inflation data, with Nvidia, Micron and Sandisk flashing buy signals.

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Stories in this storyline

Finance

US inflation rises 0.4 percent in August as Pakistan weekly rate jumps

Inflation remained stubborn in the United States in August, with the CPI up 0.4% month over month as gasoline prices surged, while core inflation cooled slightly but still pointed to tighter policy expectations for a Fed rate hike. Meanwhile in Pakistan, the Sensitive Price Index jumped 8.62% year over year for the week, led by onions and petroleum products, underscoring persistent cost pressures even as some food items fell.

11 sources

Finance

Chevron CEO Warns Depleted Buffers Risk Higher Prices

Chevron CEO Mike Wirth warned that the buffers and inventories cushioning oil prices have largely played out, signaling higher prices could persist in the coming months amid ongoing Iran-related supply disruptions. He also said Chevron will fund a $7 billion expansion in Venezuela from cash generated by existing ventures, while markets see diesel near $6 per gallon and Brent prices topping $100 as global supply remains tight.

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Coverage momentum

Key developments

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Claim check

Stories in this storyline

US inflation rises 0.4 percent in August as Pakistan weekly rate jumps

Chevron CEO Warns Depleted Buffers Risk Higher Prices

Comments

Gold Recovers, Silver Slips Before US Inflation Data

Asian stocks tumble as oil surges and Fed rate-hike bets grow

Dollar slips, yen nears 160 as traders weigh Fed and BOJ rate moves

Warsh warns on inflation as traders debate what's driving rate surge

Dollar climbs to multi-week high as Iran tensions push oil higher

10-year yield hits highest since January 2025 as higher oil prices stoke inflation worries

Global bond sell-off pushes yields to highest level since 2008

Gold falls to three-week low as Mideast tensions fuel rate-hike bets

Fed's Barr warns rate hike possible if inflation stalls

U.S. Employers Add 162,000 Jobs in August

Fed's Waller says September rate decision hinges on August inflation data

Mortgage rates climb to 14-month high as Fed decision looms

Rising Treasury Yields Deepen U.S. Fiscal Strain

Trump Economic Boom Claims Split Over Jobs Data

Diesel prices reach record $5.85 a gallon, raising cost worries for food and goods

Investors watch key inflation data ahead of Federal Reserve's rate decision

Fed's Hammack says rates aren't tight enough to curb inflation

European Shares Slip as Oil Fuels ECB Rate Bets

Georgia gas prices hit $3.89 as national average sets Labor Day record

Asia stocks waver as yen surges, Iran warns of retaliation

CNBC Daily Open: Brent crude barrels back towards $100

Oil Surges After Saudi Strikes as Stocks Slip on Inflation Fears

Dow tumbles as Brent crude edges toward $100 a barrel

Dow drops 600 points as oil prices climb toward 100 dollars a barrel

Stock futures are little changed after losing session; Brent crude tops $99 per barrel: Live updates

Dow drops 600 points to start shortened week as oil prices climb: Live updates

Stock Market Today: Dow Opens Lower, Oil Nears $100 — Live Updates

Stock Market Today: Dow tumbles 1%, S&P 500 and Nasdaq drop as Brent crude edges toward $100 a barrel and pharma stocks stumble

European stocks close mixed and Asia-Pacific markets rise as investors assess renewed Middle East hostilities

Stocks Slide as Oil Rally Fuels Inflation Jitters: Markets Wrap

Record diesel prices may complicate Fed's September rate decision

US Payrolls Surge, Fed Rate Hike in Play

UBS reverses course, now expects two more Fed rate hikes in 2026

Trump Threatens Trade Action Over Fed Rate Cuts

Dollar Falls Despite Rising Fed Hike Bets

Asian stocks rally, oil rises on Hormuz strikes as Fed bets grow

U.S. Mortgage Rates Rise on Iran, Bond Volatility

Citi delays Fed rate-cut forecast to 2027 after strong jobs data

US job openings edge up to 7.27 million as hiring cools

US Stocks Slip as Strong Jobs Data Lift Rate-Hike Bets

Oil Rises as Hormuz Tensions Broaden Conflicts

S&P 500, Dow edge higher as AI optimism offsets Iran tensions

Asian markets split as traders await US jobs report after Fed's Waller remarks

Oil prices ease; Asian shares rise

Dow falls as tanker attacks near Hormuz push oil, bond yields higher

JPMorgan Traders Drop Bullish View on Stocks After Warsh Speech

Dow, S&P 500, Nasdaq futures dip as bond yields, oil prices climb in September

Global bond yields surge to highest level since 2008 amid inflation fears

Warsh Signals Possible Hikes, Inflation Focus

Markets expect jobs data; Fed policy in focus

European stocks rise as French shares rebound

Mortgage rates slide ahead of Jackson Hole speech

US payrolls revised down by 79,000

Global Yields Rise Ahead of Warsh Speech

Markets Price Fed Rate Hike Amid Sticky Inflation

Jobless Claims Dip to 203,000; Trade Deficit Widens

Dollar steadies ahead of Jackson Hole

July PCE data expected to influence Fed policy

Oil drop steadies Wall Street as yields ease

Wall Street Edges Higher, Yields Fall

European shares steady amid Iran sanctions uncertainty

Nvidia Raises AI-Server Prices, Licenses Poolside Tech

Asian Stocks Slip Ahead of Jackson Hole

Jobless claims hold at 206,000, signaling stability

U.S. July Retail Sales Fall 0.6%, One-Off Drivers Cited

Boston Fed finds productivity offsets 2025 tariff inflation

UK Inflation Rises to 2.9% on Gas Costs

Asian shares rise as Fed hike odds fade

Indian stocks expected muted start as oil climbs

July Inflation Softens; Fed Path and Geopolitics in Focus

Stocks Edge Higher as Inflation Cools, Oil Rises

Gold Rises as Inflation Bets Drive Rally