The Gold Lens · Topic
Yen
2 analyses on how Yen is shaping the gold market.
Long 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
Macro & Markets
The Bank of Japan's Yield Curve Shift and What It Means for Gold
Tokyo's policy normalization sends ripples through the yen carry trade — and gold stands to benefit as decades of ultra-loose monetary policy unwind.
24 March 2026 · 5 min readBrowse Other Topics
Central Banks 9 Geopolitics 7 Inflation 7 Interest Rates 7 Monetary Policy 7 De-dollarization 6 Real Yields 6 Federal Reserve 5 Safe Haven 5 Long Read 4 PBOC 4 China 3 Debasement 3 Fund Flows 3 Gold ETFs 3 History 3 Investment Demand 3 Iran 3 Kevin Warsh 3 Oil 3 Physical Gold 3 Portfolio Strategy 3 Treasury Bonds 3 Volatility 3