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Gold at $4,395 With Yields at 4.85%: A Relationship That Stopped Working

Commodities

Gold at $4,395 With Yields at 4.85%: A Relationship That Stopped Working

September 18, 2026

For most of the past two decades, one relationship explained the gold price better than any other: gold falls when...

Central Banks Bought a Record 289 Tonnes of Gold Last Quarter

Commodities

Central Banks Bought a Record 289 Tonnes of Gold Last Quarter

August 16, 2026

Central banks bought more gold in the second quarter of 2026 than in any quarter on record, and they did...

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Bitcoin Has Never Traded Through a Rate Hike With ETFs

Bitcoin & Ethereum

Bitcoin Has Never Traded Through a Rate Hike With ETFs

The EM Trade Meets $100 Oil and a Hiking Fed

Emerging Markets

The EM Trade Meets $100 Oil and a Hiking Fed

Tokenized Treasuries Crossed $12 Billion: What USYC and BUIDL Actually Hold

Crypto Explained

Tokenized Treasuries Crossed $12 Billion: What USYC and BUIDL Actually Hold

Midterm Years Are the Weakest Year of the Cycle: The Data Before November 3

Trends & Regimes

Midterm Years Are the Weakest Year of the Cycle: The Data Before November 3

Reading a BDC Portfolio: The Early Warning Signals in Private Credit

Insider & Institutional

Reading a BDC Portfolio: The Early Warning Signals in Private Credit

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