Geopolitics

Bond Market Crash: Why Gold No Longer Falls When Interest Rates Rise - GoldBroker.com

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DW NOTE

The correlation broke in 2022 and hasn't returned. Gold fell 40% from January to July while the Fed raised rates 375 basis points — then rallied 89% through January 2026 as real yields climbed to 2.70%. The old playbook said higher real rates kill gold. The new reality is that央行 diversification and deficit monetisation matter more than yield spreads. When the Treasury borrows $1.9 trillion in a year, gold stops behaving like a rate-sensitive asset and starts behaving like insurance against the people setting the rates.

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Sri Lanka's Economic Recovery Underscores the Geopolitics of Debt - IR Insider

India’s Oil Buyers Squeezed by $123 Crude and Weak Rupee

The Indian crude basket hit $123.29 per barrel last week, approaching levels recorded in March 2012, and adding 86% to the price Indian oil marketing companies pay, local media have reported, also noting the effect of a cheaper rupee. Since Indian companies pay for the oil they buy from abroad in U.

Can Gold Hold Its 2026 Lows as Silver Breaks Below Its Own? - FOREX.com

Lula faces a fiscal reckoning after Brazil’s market rout

Concerns about management of economy trigger worst day for currency in more than 25 years

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Sri Lanka's Economic Recovery Underscores the Geopolitics of Debt - IR Insider

India’s Oil Buyers Squeezed by $123 Crude and Weak Rupee

Can Gold Hold Its 2026 Lows as Silver Breaks Below Its Own? - FOREX.com

Lula faces a fiscal reckoning after Brazil’s market rout