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The Gold Lens · Topic

National Debt

1 analysis on how National Debt is shaping the gold market.

The dome of the US Capitol and the Senate wing in warm evening light
Long Read

Gold and the Shadow of Fiscal Dominance

In three days in August the 30-year Treasury yield hit a 19-year high, the national debt passed $40 trillion and the Treasury doubled its buybacks of its own long bonds. Gold rose 13% that month. The United States has run this experiment before — and gold’s part in it then is instructive.

15 September 2026 · 13 min read

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