The FBI on Tuesday released surveillance footage from a Nest camera showing an armed person at the southern Arizona home of Nancy Guthrie, mother of network TV news anchor Savannah Guthrie. 

The Pima County Sheriff’s Department shared photos of an “armed individual” in relation to the Nancy Guthrie kidnapping case.(Pima County Sheriff’s Department)

Video shared by FBI Director Kash Patel shows a masked person wearing a jacket, gloves, pants and carrying a backpack. The person can be seen obstructing the camera, before walking into the front yard. They then return to the front door with a small flashlight in their mouth before attempting to cover the camera with what appears to be foliage, AZ Family reports.

New images in the search for Nancy Guthrie:

Over the last eight days, the FBI and Pima County Sheriff’s Department have been working closely with our private sector partners to continue to recover any images or video footage from Nancy Guthrie’s home that may have been lost,… pic.twitter.com/z5WLgPtZpT

— FBI Director Kash Patel (@FBIDirectorKash) February 10, 2026

Investigators say the person was armed, as images show what appears to be a holstered firearm on the person’s waistband.

“Over the last eight days, the FBI and Pima County Sheriff’s Department have been working closely with our private sector partners to continue to recover any images or video footage from Nancy Guthrie’s home that may have been lost, corrupted or inaccessible due to a variety of factors, including the removal of recording devices. The video was recovered from residual data located in backend systems,” the Pima County Sheriff’s Department posted in a statement. 

“Working with our partners – as of this [Tuesday] morning, law enforcement has uncovered these previously inaccessible new images showing an armed individual appearing to have tampered with the camera at Nancy Guthrie’s front door the morning of her disappearance,” they added. 

Guthrie was last seen on Jan. 31 after she was dropped off at her home in the Catalina Foothills, and was reported missing the next day after she failed to show up for church. 

According to AZ Family, “In the early morning hours of Feb. 1, her doorbell camera disconnected and her software detected a person on the camera. Her pacemaker app also showed it disconnected from her phone.”

Reported ransom notes concerning Guthrie were sent to several Arizona news stations, including Arizona’s Family sister station, KOLD 13 News. The first note reportedly demanded a “large sum of money” with a deadline set for last Thursday. The second note allegedly contained a Monday deadline at 5 p.m.

A new video plea from Savannah was released hours before the 5 p.m. Monday deadline. The video didn’t mention the alleged ransom; instead, Savannah shared her family still believes their mom is out there and is hearing everyone’s prayers.

A $50,000 reward has been offered for information in the case. 

The near-vertical surge in precious metals (arguably driven by speculative demand from China) came to a swift halt at the end of January, when silver suffered its biggest daily drop on record and gold plunged the most since 2013. 

As Goldman’s top futures trader, Robert Quinn, points out (in a note available at out MarketDesk.ai portal to professional subscribers), according to Commitment of Traders reports, Managed Money sold a record amount of Gold futures surrounding month-end.

The report covering January 27th – February 3rd, which included a -11.4% drop post Trump’s nomination of Kevin Warsh for Fed Chair, displayed-$13.7bn of Managed Money selling, driven mostly by liquidation (-$12.1bn).

This marked a 10 year notional record and corroborated the plummet in aggregate open interest.

Over subsequent sessions, elevated price volatility caused additional long unwinds, consistent with flow models for systematic investors.

From February 3rd – 5th, Gold price and open interest lost -0.9% and -$4.3bn respectively. GS Futures Strategists’ CTA model estimated some Gold selling. Similarly, the risk parity framework projected widespread commodity liquidation.

However bulls eventually returned alongside renewed Dollar weakness.

After initially proving resilient through Mega-Cap Tech weakness, the broad Dollar index lost -1.0% during February 5th -9th, enabling a +3.9% Gold bounce.

Catalysts included the US administration’s signaling of an imminent soft labor report plus Chinese regulators’ advice to curb holdings of US Treasuries.

Gold aggregate open interest regained +$2.7bn. Moreover, normalized 25 delta put-call skew cheapened across the curve.

Meanwhile, UBS points out that Silver ETFs have now been sold so heavily in 2026 that it has erased all net buying in 2025…

Many of the factors that underpinned the multiyear rally — heightened geopolitical risks, elevated central-bank buying and lower interest rates — remain in play.

“The recent bout of volatility has called into question the value of gold as a hedge against geopolitical and market swings,” Mark Haefele, global wealth management chief investment officer at UBS Group AG, wrote in a note. 

“We believe such worries are overdone, and that the rally in gold will resume.” 

Many other banks and asset managers, including Deutsche Bank and Goldman Sachs, have backed a recovery in bullion.

Underscoring resilient official demand, the Chinese central bank extended its gold buying to a 15th month in January, and Kazakhstan’s central bank bought 66 tons of gold last year, becoming the world’s second-largest buyer of the metal, Governor Timur Suleimenov told President Kassym-Jomart Tokayev, boosting overall gold reserves to 345 tons.

Away from the big banks, retail is well and truly involved as Bloomberg reports that Indian investors poured more money into gold exchange-traded funds than equity mutual funds in January, a rare crossover that highlights sustained demand for bullion despite a record-setting surge fueled by geopolitical and monetary risks.

Net inflows into gold ETFs surged to a record 240.4 billion rupees ($2.65 billion), slightly higher than stock fund inflows of 240.3 billion rupees, according to data released Tuesday by the Association of Mutual Funds in India.

The milestone marks one of the strongest monthly endorsements of bullion by local investors in recent years.

“Investors are shifting allocations toward gold against the backdrop of a relatively lacklustre year for equity and stellar returns posted by gold in the same period,” said Nirav Karkera, head of research at Fisdom, a wealth management platform. 

Investment demand for gold will likely stay firm, at least until clarity emerges on the macroeconomic front, he added.

As Bloomberg highlights, the move reflects a wider global pattern.

Gold ETF holdings worldwide remain near a more than three-year high, even after a pullback in prices last week, as the drivers behind the blistering rally – including elevated geopolitical risk and waning confidence in sovereign bonds and currencies – remain in place.

It’s not just central banks and retail that are getting (staying) bulled up again. As Goldman concludes, even longer-term investors potentially re-engaged.

As realized volatility subsided, 1 month and 3 month implied volatility also declined. 

However 1 year implied volatility continued to richen and remained near local highs. 

Thus, Goldman’s Quinn concludes, long-dated call buying likely manifested.

It is refunding week, which means we get the usual staple of 3, 10 and 30Y auctions. And moments ago, the Treasury just concluded the first of three coupon sales when it sold $58BN in 3 Year paper in a very strong auction.

The auction stopped at a high yield of 3.518%, down from 3.609% in January and the lowest yield since Sept 2025; the auction also stopped through the 3.519% When Issued b 0.1bps, the 6th consecutive stop through for the 3Y tenor.

The bid to cover was a bit disappointing at 2.624, down from 2.650 in January and below the recent average of 2.676. 

Internals were also notable, with Indirects awarded 57.15%, up from 56.50% but well below the recent average of 63.73%. And with Dealers holding 10.94%, that left Directs with a whopping 31.92%, up from 29.50% and the highest on record. This curious dynamic – declining Indirects offset by rising Directs – has been a staple for coupon auctions for the past several years now and we see it accelerating in the future, especially if foreign reserve managers rotate away from the US. 

Overall, this was a solid auction, yet one where the drop in foreign demand was notable, even if offset by record direct buyers

The lack of major surprise explains why 10Y yields barely budged after the auction prices just after 1pm ET.

Authored by Dave DeCamp via AntiWar.com,

Russian Foreign Minister Lavrov said in an interview published on Monday that the US no longer wants to implement a Ukraine peace deal that it previously proposed, the latest sign that there’s little chance the grinding war will come to an end anytime soon.

Lavrov claimed that the US and Russia came to an agreement on Ukraine during President Trump and Russian President Vladimir Putin’s summit in Anchorage, Alaska, back in August 2025. He didn’t elaborate on the details of the potential deal, but it’s believed to involve Ukraine ceding territory it still controls in the Donbas, a condition included in a 28-point peace plan that was later drafted by the Trump administration.

via CNN

“In other words, we were told that the Ukrainian issue must be resolved. In Anchorage, we accepted the United States’ proposal. To put it straightforwardly, they proposed, and we agreed – the problem should be solved,” Lavrov told TV BRICS.

“The position of the United States was important for us. Having accepted their proposals, we essentially fulfilled the task of resolving the Ukrainian issue and moving toward comprehensive, broad, mutually beneficial cooperation.”

The Russian diplomat said that despite the “positive” summit, the US began imposing sanctions on Russia a few weeks later and has continued the economic pressure.

“New sanctions are imposed, attacks on tankers are staged in international waters in violation of the UN Convention on the Law of the Sea, and India and other partners are discouraged from purchasing affordable Russian energy, while Europe has long prohibited such purchases, forcing them to buy American liquefied natural gas at significantly higher prices,” he said.

Lavrov added that he didn’t see a “promising future in economic terms” when it comes to US-Russia relations. “Thus, in the economic sphere, the United States has effectively declared a goal of economic domination,” he said.

Elsewhere in the interview, which focused on Russia’s relationship with other BRICS nations, Lavrov said the Biden administration has turned the US dollar into a “weapon,” prompting Russia and other countries to reduce their reliance on the US currency.

“Under the Biden administration, the United States has taken every step to weaponize the dollar against those it considers inconvenient,” he said, adding that the policies have continued under the Trump administration.