The Gold Lens · Topic
Real Yields
2 analyses on how Real Yields 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
Real Yields Are Rising. Why Isn't Gold Falling?
The traditional inverse correlation between real yields and gold has broken down since 2022. Three structural factors explain why — and what it means for the road ahead.
17 March 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 PBOC 2 Portfolio Strategy 2 Reserves 2 US Economy 2 Volatility 2