It has been a consequential week for gold and silver. Prices reached fresh highs, yet the more instructive story sat beneath the tape. Long bonds weakened as real yields firmed, policy credibility became part of the market’s conversation, and Beijing offered a carefully choreographed reminder of power and intent. None of these elements settles the debate on their own; together they change the price investors require to hold risk and duration.
In this short overview, Jan Skoyles sets out the moving parts in plain terms. She explains why higher real yields point to a repricing of confidence rather than a surge in inflation fears, how portfolio anchors shift when sovereign funding costs rise, and why a measured allocation to bullion still makes sense as insurance outside the policy toolkit.
You will also get practical guidance. How to think about duration risk in the current setting. How to size an allocation to gold and silver that complements rather than distorts a core portfolio.
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