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Political Shocks and the Fault Lines in Gold’s Paper Market

Political Shocks and the Fault Lines in Gold’s Paper Market

When a bureaucratic letter from US Customs and a four-word social media post from President Trump can shake one of the deepest commodity markets in the world, the real lesson is not in the headlines. It is in the plumbing. Late last week, the global gold market experienced a momentary rupture that should trouble anyone […]
Gold Tariffs: A Market Shock with Systemic Implications

Gold Tariffs: A Market Shock with Systemic Implications

Earlier, the Financial Times reported a development that has surprised the international gold market: U.S. Customs & Border Protection (CBP) has ruled that one-kilo and 100-ounce gold bars, the standard units for delivery on New York’s COMEX futures exchange, are now subject to import duties. The ruling reclassifies these bars under a tariffable customs code, […]
The Gold Revaluation Debate Is Not About Gold. It’s About Credibility

The Gold Revaluation Debate Is Not About Gold. It’s About Credibility

We’ve been asked recently to give our thoughts on the growing chatter around gold revaluation, especially following a new publication by the U.S. Federal Reserve that explores how other nations have used reserve revaluation to shore up public finances. We explore this topic in greater detail in our latest GoldCoreTV video, where we unpack the […]
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