Zlato, jen a energia v centre pozornosti

WORLD

• Harry Dent warns of a financial bubble and falling gold prices. The economist claims government money printing caused the current financial bubble, including rising gold prices, and expects a decline during a deflationary sell-off, though less severe than stocks and commodities.
• The Fed, led by Kevin Warsh, raised interest rates for the first time since 2023. The US central bank increased the target range for the key interest rate to 3.75–4 percent, triggering market declines, though Trump demands a rate of 1 percent or lower.

EUROPE

• The British Treasury pays the Bank of England billions of pounds after interest rate increases. The loss guarantee mechanism from the quantitative easing program causes the state to pay billions of pounds to the central bank, which critics say undermines independent monetary policy.

SLOVAKIA

• Parliament approved rules for automated vehicles and amendments in transport, family, and food. The National Council of the Slovak Republic approved legal regulations for automated vehicles and amendments in transport, family, and food, while the aviation and spatial planning acts remained in second reading.

GOLD

• India’s gold imports plunged in August, silver surged instead. India’s gold imports fell by 57.75 percent to 2.3 billion USD, while silver imports increased by 127 percent to 1.02 billion USD, linked to higher import duties and a global decline in demand for gold jewelry.
• Goliath Resources reports high-grade gold in British Columbia. The company released assay results from five drill holes confirming continued high-grade gold mineralization at the Surebet exploration property, with complete results available for only nine of 97 holes so far.

STOCKS

• OpenAI is negotiating a new funding round with a valuation exceeding 1.2 trillion dollars. The company behind the AI models is reportedly negotiating with investors for a new funding round, with a valuation estimated at over 1.2 trillion dollars, though the company denies this and delays an IPO.
• Wall Street falls ahead of Fed decision, AI stock gains. The Dow Jones lost over 500 points after 10-year Treasury yields hit a 19-year high, but Nvidia, Micron, Intel, and AMD shares recovered from previous declines.

CRYPTO

• Crypto exchange CoinEx shuts down after nine years. The exchange will voluntarily close by December 22, 2026 instead of selling, following accusations of 3.8 billion USD flows to sanctioned Iranian platforms, which the exchange denies.
• House Committee advances crypto tax bill with no deferral for mining and staking. The digital asset bill advanced to the House floor, one day after the Senate blocked a separate market structure bill.
• Tommaso Mancuso recommends a gold and Bitcoin combination in portfolios. The President and CIO of 3iQ argues institutional investors should hold both gold and Bitcoin, as both assets benefit from concerns about sovereign debt sustainability, but differ in volatility.

REAL ESTATE

• US home builder confidence falls to lowest level since September 2025. The NAHB/Wells Fargo index fell three points to 32, impacted by more expensive mortgages, labor shortages, and tariffs.
• US home builder confidence fell to 32 in September. The NAHB/Wells Fargo index fell three points to 32, the lowest since September 2025, impacted by more expensive mortgages, labor shortages, and tariffs.

Translated from the Slovak original and checked automatically: every figure must match the source, or this version is not published.