THE BREAK OF CONFIDENCE: The End of Fed Independence

[Igor Pereira]

Traders, the connection between monetary policy and physical metals has never been so visceral. When the monetary authority loses credibility, the paper market (which depends on that credibility) loses its function.

By Igor Pereira Financial Market Analyst

Current moment in two phrases that define the year 2026:

SCOTT BESSENT ALERT: "The Fed's independence is based on trust. That trust is over."

EXPERTFX ANALYSIS (IOR PEREIRA): " When trust in the Fed breaks, confidence in paper pricing breaks down together. A small example: Silver problem is not price — it is availability. Paper can be printed. Silver/Physical gold cannot. That's why the physical market is uncoupled from paper. That's why silver is becoming a strategic metal, not a trade."

What Does It Mean for Your Pocket?

1. Paradigm Change: Forget the short-term charts. If the price drops, but there is no metal available for delivery, the price is a lie.

2. Strategic Metal: Silver, for example, ceased to be an asset of speculation to become an asset of National Security. In a scenario where institutional trust ("Trust") is zero, physical possession ("Customy") is the only real protection.

3. Action: Do not trade your strategic metal for the currency paper of a central bank that has lost market confidence.

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