The Gold Lens · Topic
Treasury Bonds
3 analyses on how Treasury Bonds is shaping the gold market.
The Fed Is Hiking Again. Gold Has Been Here Before.
The Fed has raised rates for the first time since 2023, and most of its officials expect to do it again this year. The textbook says that is bad for gold. The record of the last three hiking cycles is more useful: gold finished all three higher, and the hikes were never the part that mattered.
12 October 2026 · 10 min read
Gold and the Shadow of Fiscal Dominance
In three days in August the 30-year Treasury yield hit a 19-year high, the national debt passed $40 trillion and the Treasury doubled its buybacks of its own long bonds. Gold rose 13% that month. The United States has run this experiment before — and gold’s part in it then is instructive.
15 September 2026 · 13 min read
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