More: Gold
Gold Up, Dollar Down, Yields Rising: What Kevin Warsh’s Fed Is Doing to the Reserve Currency
TODAY'S NUMBERS:
$4,388 (gold, per ounce) · 98.6 (dollar index, four-month low) · 4.8% (10-year Treasury yield, highest since 2023). Gold and yields normally move...
Why Gold Fell While Central Banks Kept Buying It
Gold used to spike on every Gulf war headline because the same buyers set both its price and its ownership. In 2026 those are...
US-Iran Fire in the Strait of Hormuz: What Happens to Oil, Gold and the Fed’s Next Move
TODAY'S NUMBERS:
$97.19 (Brent crude, a six-week high) · $5.85 (US retail diesel, a record) · 4.79% (US 10-year Treasury yield)
War in the Gulf is...
Beijing’s Currency Playbook: Cap the Yuan, Buy the Gold, Build the Pipes Around the Dollar
TODAY’S NUMBERS 6.7828 (Monday’s PBOC yuan fix, near-flat) · 21 (months of PBOC gold buying, a record) · <3% (yuan’s share of SWIFT payments,...
The Gold Was Never About Inflation
On 23 July, the EU adopted its 21st and largest sanctions package against Russia — 218 listings, asset freezes on 94 banks, the first-ever...
Indian Jewellery Stocks Fall After Modi Calls for Reduced Gold Buying to Support Rupee Stability
Shares of major Indian jewellery companies fell sharply after Prime Minister Narendra Modi urged citizens to reduce gold purchases for one year as part...
Ghana’s Gold for Fuel Strategy Buys Time But Deeper Fixes Needed
Ghana introduced a gold for oil payment system in 2023 to reduce reliance on U.S. dollars for fuel imports. The policy aimed to ease...
Why Safe Havens Fell: The Market Logic Behind Gold and Defense Selloff
At first glance, the market reaction to the outbreak of war following U.S. and Israeli strikes on Iran appeared deeply counterintuitive. Gold declined sharply,...
Gold Surges to Three-Week Peak as U.S. Tariff Shock Rattles Global Markets
Gold vaulted to a three-week high on Monday after a dramatic legal setback to President Donald Trump’s tariff regime injected fresh uncertainty into global...
Gold climbs as US-Iran tensions rise, while markets eye Fed policy clues
Gold prices continued to rise on Thursday after a previous increase of over 2%. This rise is attributed to ongoing tensions between the United...