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Commodities & Safe Haven Assets

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Gold Surges 1% as Oil Shock Above $90 Triggers Flight to Safe Havens

Gold Surges 1% as Oil Shock Above $90 Triggers Flight to Safe Havens

Gold prices jumped 1% and silver climbed 2% as oil surged past $90/barrel amid escalating US-Israel-Iran tensions. Equity markets tumbled while Treasury yields spiked to April 2025 highs, with weak jobs data and dollar weakness raising stagflation concerns that test Federal Reserve policy frameworks.

ViaNews Editorial Team (Markets)•
Gold Surges 70% as Fed Cuts Rates to 3.5% Amid 26-Month Manufacturing Slump

Gold Surges 70% as Fed Cuts Rates to 3.5% Amid 26-Month Manufacturing Slump

Gold prices jumped 70% since the Federal Reserve began cutting rates in September 2024, reaching 3.5-3.75% in early 2026. The safe-haven rally coincides with 26 consecutive months of manufacturing contraction and mortgage rates that peaked above 8%. Despite industrial weakness, the S&P 500 returned 16% in 2025.

ViaNews Editorial Team (Markets)•
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise Software Races to Govern and Consolidate Around Agentic AI
Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
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Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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