Lighthouse Canton turns bullish on gold, silver as markets shift from inflation fear to growth fear

• Lighthouse Canton turned constructive on COMEX gold, using it as the anchor trade, citing a shift from inflation fear to growth fear.
• COMEX gold traded near USD 4,400, up 7% on the week; a sustained close below USD 4,150 would invalidate the call.
• COMEX silver was framed as the higher-beta add-on; it traded near USD 63.5, up 9.9%, with USD 60 as the invalidation level.
• View pivots on US growth data: July nonfarm payrolls fell 23,000 versus +80,000 expected; May-June revisions totaled -103,000.
• Fed pricing shifted: Sept. 16 hike odds fell to 44% from 62% on Aug. 6, making a hold the marginal base case.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Lighthouse Canton Pte Ltd published the original content used to generate this news brief on August 10, 2026, and is solely responsible for the information contained therein.