The Gold Lens · Topic
Inflation
3 analyses on how Inflation is shaping the gold market.
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
Geopolitics & Gold
The US–Iran Peace Deal and the Unwinding of Gold's War Premium
A June ceasefire reopened the Strait of Hormuz and sent gold tumbling from its highs. But the market is reading peace less as a geopolitical event than as a disinflation catalyst — and that distinction matters.
16 June 2026 · 6 min read
Macro & Markets
Euro Area Inflation Surprises — Reading the Gold Signal
March CPI data complicates the ECB's path forward and strengthens gold's case as a euro-zone hedge against persistent inflationary pressure.
28 March 2026 · 4 min readBrowse Other Topics
Central Banks 5 De-dollarization 5 Geopolitics 5 Monetary Policy 5 Interest Rates 4 China 3 Physical Gold 3 Safe Haven 3 Asia 2 Consumer Demand 2 Federal Reserve 2 India 2 US Economy 2 Bank of Japan 1 BRICS 1 Burkina Faso 1 Business Cycle 1 Carry Trade 1 Commodities 1 Copper 1 Correction 1 Correlation 1 Currency Crisis 1 Debasement 1