The Gold Lens · Topic
Safe Haven
3 analyses on how Safe Haven is shaping the gold market.
Macro & Markets
After the Record: Where Gold Stands at the Midpoint of 2026
Gold has fallen roughly a fifth from its January peak near $5,600. With the war premium gone and the Fed on hold, the question is what supports the price from here — and the major banks still see new highs ahead.
19 June 2026 · 6 min read
Geopolitics & Gold
The US–Iran Peace Deal and the Unwinding of Gold's War Premium
A June ceasefire reopened the Strait of Hormuz and sent gold tumbling from its highs. But the market is reading peace less as a geopolitical event than as a disinflation catalyst — and that distinction matters.
16 June 2026 · 6 min read
Macro & Markets
Treasury Volatility Hits 2023 Levels — Gold's Quiet Beneficiary Role
The MOVE index has surged to levels not seen since the regional banking crisis. Gold is absorbing the flight-to-safety flows that once flowed exclusively into US Treasuries.
10 March 2026 · 4 min readBrowse Other Topics
Central Banks 5 De-dollarization 5 Geopolitics 5 Monetary Policy 5 Interest Rates 4 China 3 Inflation 3 Physical Gold 3 Asia 2 Consumer Demand 2 Federal Reserve 2 India 2 US Economy 2 Bank of Japan 1 BRICS 1 Burkina Faso 1 Business Cycle 1 Carry Trade 1 Commodities 1 Copper 1 Correction 1 Correlation 1 Currency Crisis 1 Debasement 1