The Gold Lens · Topic
PBOC
2 analyses on how PBOC is shaping the gold market.
Macro & Markets
The Two Kinds of Gold Buyer Just Traded Places
Western investors pulled billions from gold funds in June — North America's worst first half since 2013. The world's central banks used the same weakness to buy more. The correction has sorted gold's owners into two camps keeping very different time.
16 July 2026 · 7 min read
Geopolitics & Gold
Why the PBOC's Gold Buying Spree Is About More Than Reserves
China's central bank has added gold for seventeen consecutive months since buying resumed in late 2024. The strategy reveals far more about Beijing's geopolitical calculus than its balance sheet.
7 April 2026 · 5 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 Federal Reserve 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 Portfolio Strategy 2 Real Yields 2 Reserves 2 US Economy 2 Volatility 2