Weekly Forecast
Weekly outlooks built from current data, market expectations and explicit invalidation conditions.

Gold weekly forecast: Wednesday's CPI decides whether $4,100 holds
Attacks on Gulf tankers hit a wartime high and gold fell anyway. This year a war headline reaches gold through oil, inflation and interest rates, and the September CPI is the next checkpoint.

Oil weekly forecast: the strike is off the table, the strait is not
Trump ruled out new strikes on Iran before the November 3 midterms, but attacks on Gulf tankers just hit a wartime high and crude flows through Hormuz fell to a two-month low. What the price already holds, and the two things that would move it.

Silver weekly forecast: losing on both of its jobs
Silver has fallen about twice as hard as gold this month. Higher rates hit it as a metal that pays no income and again as an industrial input, and the September CPI decides whether that continues.

Bitcoin weekly forecast: borrowed money sets the speed, $80,000 is the line to watch
Bitcoin is at its lowest level this month after the biggest daily ETF outflow since June and a wave of forced selling. Higher yields raise the cost of holding it on credit, and the September CPI sets the next rate signal.

Gold weekly forecast: Fed decision puts rates and dollar in focus
Markets are pricing in ~90% odds of a 25bp rate hike on Wednesday. Gold has structural support, but yields and the dollar are setting the short-term tone.