Latest posts
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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 surprisingly little on their own.
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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.