Gold

A sharp unwind in the commodity complex is shifting the inflation narrative, offering fresh support for bond duration as risk managers de-lever.

Gold serves as a crucial vote on institutional confidence and a duration alternative when traditional bond hedges begin to falter in 2026.

Analyzing the lag between the violent $4,745 gold reversal and US 10Y Treasury yields as markets brace for a term premium reset.

European bond market analysis focusing on Germany's 10Y Bund yields, the BTP-Bund spread, and the impact of the violent gold price unwind on global duration.

A deep dive into why 10Y breakevens remained resilient at 2.36% despite a historic 11% crash in gold prices.

Global rates stabilize following a historic commodity liquidation, shifting focus toward term premiums and policy credibility for the week ahead.

Gold markets hold firm at $5,541 as USD softness and real-rate uncertainty drive safe-haven demand toward the $5,625 resistance zone.

Gold's record highs are shifting from a 'risk-off' narrative to a 'hedge system reboot' as investors seek neutrality in an era of fiscal and political uncertainty.

Gold is proving its resilience as a cross-asset hedge, decoupling from traditional yield correlations to trade on a regime-driven credibility premium.

Silver has outperformed every major asset class in 2026, gaining 155.8% as industrial demand and monetary hedges collide in a massive supply squeeze.

Gold's surge to $4,850 isn't just a rally; it's a systemic repricing of geopolitical trust and a signal of a structural shift in the global order.

A synchronized sell-off across stocks, crypto, and bonds signals a new regime of geopolitical stress and policy uncertainty tied to Greenland and trade architecture.

Gold prices navigate a complex regime as rising yields increase opportunity costs while policy uncertainty fuels safe-haven hedge demand for the GLD ETF.

Despite rising Treasury yields and term premium repricing, the GLD ETF maintains a robust hedge profile as institutional flows counter higher carry costs.