how the August gold breakout caught mainstream analysts off guard
Central banks accelerate shift from dollar debt to physical gold; Shanghai silver premiums reach 13% on Chinese demand surge. The structural move toward non-dollar settlement systems signals precious metals repricing and compresses the positioning window.
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“Interest from institutional investors has increased since gold fell to around the $4,000 level...”
...official demand for gold has now risen to a new record of USD 45 bn in the second quarter.
...for a market yet-again worrying about a hypothetical “loss of control” with US Treasury Yields...
"...the more durable expression is lower dollar rather than structurally lower rates..."
Why Gold Outlives Every Empire That Tries to Replace It
"What strikes me is how much we overshot to the upside (due to leverage)… and makes me think the same is possible for the…
