"Fear Of Sovereign Liquidity Management": Goldman Spots Who Dumped $19.5 Billion In Gold Futures Before The $4,000 Break
Real yields dropped, the dollar wobbled, and gold still couldn't catch a bid. Goldman's positioning data shows why..
Real yields dropped, the dollar wobbled, and gold still couldn't catch a bid. Goldman's positioning data shows why..
A recreational gold hunter unearthed a 2.7-pound nugget in New South Wales that could fetch as much as $200,000 from collectors...
...the dollar let go of silver's throat for a few days, and silver still couldn't breathe, because the AI and solar trades that were supposed to be its bull case are now getting carted out on stretchers...
Gold may be stuck in a rate-hike funk, but the world's central banks clearly didn't get the memo...
Between April and June of 2026, as the price fell and commentary turned sceptical, central banks bought 288.9 tonnes of gold, the highest second-quarter total on record and 6% above the same period a year earlier...
"The scale and persistence of Chinese buying is now a core driver of global gold prices and we expect it to hold as long as uncertainty over growth and geopolitics remains..."
...nobody expects silver to move much, and the few who do expect it to move lower. That is a combination that tends to precede the opposite...
"Absolutely this will impact sourcing": Western gold refiners face a squeeze as central banks buy 91 tonnes a month, 5x the pre-2022 pace
"Taken together, the case for further diversification into gold remains significant" for central banks...
Add South Korea to the list of countries taking tentative steps to hedge their exposure to the US dollar, and fiat in general.
Once you understand their tricks, powers and historical failures - it's almost too easy. Gold is no longer a debate; it's the solution...
Silver's backlog and gold's collateral role...
central banks purchased 44 tonnes in July (more than double the pre‑2022 average of 17 tonnes), with the largest contribution once again coming from China, which purchased 35 tonnes in July, nearly double the officially reported 19.9 tonnes in gold purchases.
$6 billion is nothing...
China's solution to geopolitical chaos and financial warfare is to buy physical gold...
...the sickness is global and currency-killing...
A survey of central banks found that 89 percent of respondents forecast global central bank gold reserves to rise over the year.
...the move strengthens its "crisis preparedness."
Gold is likely to grind higher even after the latest hawkish message from The Fed...
Almost every government action reduces risk for some group and repackages the risk and forces another group to bear it...
