The Gold Lens · Topic
Federal Reserve
3 analyses on how Federal Reserve is shaping the gold market.
Geopolitics & Gold
A War Broke Out in the Gulf. Gold Fell.
The US and Iran are trading strikes across the Strait of Hormuz, oil has jumped ~10% in a week, and gold — the world's oldest crisis asset — just posted its worst week in three months. The paradox has a mechanism, and it runs through the Fed.
17 July 2026 · 7 min read
Macro & Markets
The Warsh Fed's Hawkish Debut and What It Means for Gold
Kevin Warsh campaigned as a productivity dove. His first meeting as Fed chair delivered a hawkish hold and a dot plot tilting toward hikes. For gold, the tension between the man and the moment is the story.
18 June 2026 · 7 min read
Macro & Markets
The Fed's Extended Pause and Gold's Next Move
With the Federal Reserve holding steady through Q1 2026, the gold market is pricing in a new normal — one where the absence of rate cuts is itself bullish for gold.
21 March 2026 · 4 min readBrowse Other Topics
Central Banks 7 De-dollarization 6 Geopolitics 6 Inflation 5 Monetary Policy 5 Interest Rates 4 Safe Haven 4 China 3 Physical Gold 3 Asia 2 Consumer Demand 2 Correlation 2 Debasement 2 Gold Price 2 India 2 Iran 2 Long Read 2 Oil 2 PBOC 2 Portfolio Strategy 2 Real Yields 2 Reserves 2 US Economy 2 Volatility 2