The Gold Lens · Topic
Reserves
2 analyses on how Reserves 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
Long Read
The $4,000 Gold Era: How a Reserve Asset Was Repriced
In barely two years gold has roughly doubled, overtaken first the euro and then US Treasuries in central-bank reserves, and re-entered the heart of the monetary conversation. This is the anatomy of a structural repricing — and what it would take to reverse it.
20 June 2026 · 13 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 Real Yields 2 US Economy 2 Volatility 2