The Gold Lens · Topic
Yen
2 analyses on how Yen is shaping the gold market.
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
Macro & Markets
The Bank of Japan's Yield Curve Shift and What It Means for Gold
Tokyo's policy normalization sends ripples through the yen carry trade — and gold stands to benefit as decades of ultra-loose monetary policy unwind.
24 March 2026 · 5 min readBrowse Other Topics
Central Banks 8 Geopolitics 7 Inflation 7 De-dollarization 6 Interest Rates 6 Monetary Policy 6 Safe Haven 5 Federal Reserve 4 Real Yields 4 China 3 Debasement 3 Iran 3 Long Read 3 Oil 3 PBOC 3 Physical Gold 3 Portfolio Strategy 3 Volatility 3 Asia 2 Consumer Demand 2 Correlation 2 Fund Flows 2 Gold ETFs 2 Gold Price 2