GoldFix PM: Why the Fed May HikeGoldFix PMJul 28, 2026∙ Paid335ShareUpgrade to paid to play voiceoverHousekeeping: good evening. Morning Rundown:JPMorgan's Oil WarningJul 28Watch nowMacro-Economics/Commodities:CITI: India gold imports to face continued headwinds in 3Q’26 Jul 28Read full storyEnergy/Geopolitics:Persian Gulf De-escalation vs. Red Sea EscalationJul 28Read full storyFounders: Founders AM: Red Sea Escalation and a Mining Buy Rec from GoldmanJul 28Read full storyGOLDFIX Intraday Chat: GoldFix is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.SubscribeFed Views: The Case for July [Hike]Continue reading this post for free, courtesy of VBL.Claim my free postOr purchase a paid subscription.