Gold: the three inputs that actually explain XAU/USD, and the one that does not
Real yields, official-sector buying and the dollar do most of the work in gold. Inflation headlines, despite the folklore, do…
Category: Gold
XAU/USD analysis, real yields, central-bank buying and safe-haven demand.
Weekly forecast: gold’s path depends on real yields, not on the headlines
Three scenarios for XAU/USD, each tied to a specific macro condition, with the behaviour that would confirm or kill it.