THE FED JUST DID THE UNTHINKABLE — GOLD & SILVER ARE NEXT
Massive AI-related corporate borrowing and a global savings squeeze push long-term yields higher
Most coveredUS long-term Treasury yields 1 →US home prices 1 →US Treasury yields (10-year) 1 →
Massive AI-related corporate borrowing and a global savings squeeze push long-term yields higher
Home prices fall in the next recession as rising unemployment triggers forced selling, though housing stays unaffordable
Treasury yields will stay elevated/rise because the Treasury cannot permanently suppress a price the bond market refuses to accept.
The world is gradually becoming less dependent on the US dollar, weakening it over time.
Silver is increasingly accumulated alongside gold as countries reduce dollar dependence.
Central-bank accumulation and de-dollarization drive rising demand for gold as a scarce asset.
Global bond turmoil continues with a broader repricing of government debt; US 30-year yields rising (bond prices falling) beyond a temporary selloff.