Gold pauses after PPI, but real yields leave a tougher weekend test
Saturday’s Gold Brief reviews 13 November: a near-flat gold settlement, firmer real yields and the evidence needed before calling the pause a recovery.
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A dated record of what was known, what to watch and what remained uncertain. Each edition keeps its original cutoff; a new date is never applied to old analysis.
Gold futures settled at $3,885.30 as the 10-year yield reached 5.10%
The 12 November New York session saw December gold fall 2.88% as nominal and real Treasury yields rose. Friday’s producer-price release tests that backdrop.
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Gold settled near $4,000 as cash Treasuries paused for Veterans Day
The 11 November New York gold recap tracks the December settlement, an afternoon spot quote and a firmer dollar, with Treasury yields dated to the previous session.
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After CPI, gold faces a higher real-yield hurdle into Veterans Day
A 10 November New York recap: gold’s reported decline, the primary CPI release and higher Treasury real yields, with a careful plan for Veterans Day and Friday’s PPI.
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Gold’s Monday advance meets firmer real yields before CPI
A 9 November New York session recap: gold’s reported settlement gain, higher official Treasury references and the evidence to watch at Tuesday’s CPI release.
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Gold’s rebound faces a reopening test: what Friday leaves unresolved
Monday preparation after the 6 November New York session: a partial gold recovery, firmer dollar and real yields, and the evidence to collect before Tuesday’s CPI.
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Before CPI: gold needs a fresh baseline, not a weekend price story
Sunday preparation after the 6 November New York session: dated gold and yield evidence, the lagged dollar series and a disciplined plan for the 10 November CPI release.
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After payrolls: gold’s weekend test is the quality of the recovery
Saturday preparation after the 6 November New York session: the payroll release, firmer real yields and the evidence to collect before the next gold session.
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Gold holds its recovery as real yields ease: the payrolls test comes next
The 5 November New York review: a further gold advance, lower Treasury reference yields, a steadier late dollar and the productivity evidence before Friday’s jobs report.
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Gold reclaims $4,000: the rally and the two yield clocks
A review of the 4 November New York session: gold above $4,000, nominal versus real yields, ADP hiring and the next official US releases.
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Gold rebounds as real yields rise: a different test for the recovery
The 2 November New York review examines gold’s rebound, lower nominal yields, higher real yields, a lagged dollar release and the JOLTS test ahead.
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Gold after the selloff: falling real yields leave the liquidity question open
The 2 November Gold Brief reviews Friday’s gold selloff, lower nominal and real yields, a lagged dollar index and the labour releases ahead.
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Gold into November: three tests for the next opening after Friday’s selloff
A Sunday gold preparation edition: review Friday 30 October, falling Treasury yields and the next labour releases. Three tests for the reopening, by Gabriel Nicolaev.
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Gold after the selloff: a weekend review of liquidity, inflation and the $3,898.90 settlement
Friday 30 October gold review: December futures settled at $3,898.90. Gabriel Nicolaev examines inflation, falling yields and the evidence needed next week.
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Gold after the inflation release: price weakness needs a precise explanation
The 29 October New York review: lower gold, September PCE inflation and the Fed hold. Why falling yields complicate a simple rate-driven explanation.
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FOMC day: distinguish the decision from the message
The scheduled Federal Reserve meeting is the main event in this edition. Prepare a baseline, then assess the statement and press conference separately.
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