Real Rates
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0 research objects2 articlesUpdated Oct 13, 2026
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Gold at $4,600 Isn’t “Inflation” — It’s a Liquidity Regime + Governance Risk Reprice
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Published Jan 12, 2026
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Gold Didn’t Moon — It Front-Ran Liquidity (Again)
Gold didn’t spike randomly — it front-ran liquidity, real-rate pivots, and QT stress exactly like we’ve been discussing. Here’s the long-term channel, why it happened, and the three paths forward as the Fed hits its next liquidity decision point.
Published Nov 1, 2025