Markets

LBMA 2026: Gold is sending a message as debt fears fuel the debasement trade - Kitco

Source: Kitco

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DW NOTE

LBMA conferences are where the industry gathers to reassure itself that demand fundamentals explain everything. Gold fell 22% from January and is off 7% in a month — during an active U.S.-Iran war, a closed Strait of Hormuz, and a 6% global oil supply drop. If that's gold "sending a message," the message is that macro narratives matter less than positioning and real rates. The 10-year yield has surged while gold has sold off. Call it the debasement trade if you like, but the price action says something else is happening.

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