Analysis
China Gold Reserves: Why the PBOC Keeps Buying
China's gold reserves hit ~2,346 tonnes in June 2026, a 20th straight month of buying. Here's why Beijing keeps stacking gold — and what it …
Central Banks
All Central Banks coverage
Analysis
Gold Revaluation and the $10,000 Treasury Bond Thesis
Could a US gold revaluation reprice bullion to $10,000 an ounce? Inside the gold-backed Treasury bond thesis, Tier 1 gold, and the monetary …
Analysis
Dollar Devaluation: M2 Hits Record $23.1 Trillion
US M2 money supply hit a record $23.1 trillion in May 2026, its fastest monthly jump in 5 years. Why dollar devaluation is the real …
Analysis
China's New Gold System: Why Beijing Killed Paper Gold
China's new gold system launches July 24 as major banks pull paper gold trading. Here's why Beijing is building a physical-gold rival to the …