A dollar exposure and a US rates exposure sit on most treasury reports as one line, because for long stretches they move as one. That link is a rolling correlation with a window, and it can hold at one end…
US payrolls rose 162,000 in August against a consensus near 55,000, and the same release revised July from a 23,000 loss to a 21,000 gain. Spot gold fell 2.2% to $4,376.04 on the print, and September-hike pricing — 63% on…
Central banks bought 289 tonnes of gold in the second quarter of 2026, up 74% year on year, in the quarter gold posted its steepest decline in a decade. Over the same period, 72% of family offices held no gold…
For capital held outside the banking system, the choice usually narrows to two: physical gold and crypto. Both are asked to do the same four things — hold value across a monetary cycle, let growth accrue to whoever holds the…
A bullion purchase funded from digital assets runs through two record systems built to answer different questions. The digital-asset side generates addresses, transaction hashes, platform account statements and screening outputs — records that trace movement precisely and say little about…
This year, the date on a gold price forecast matters as much as the number in it. Between early June and mid-July 2026, four major banks — Goldman Sachs, JPMorgan, HSBC and Citi — revised their published gold targets; at…
