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  • Commodities,Gold,Macro
    From the Strait of Hormuz to the Federal Reserve: Is the Oil Price Shock Rewriting Gold’s Trajectory?

    From the Strait of Hormuz to the Federal Reserve: Is the Oil Price Shock Rewriting Gold’s Trajectory?

    April 2nd, 2026· 5.7 min·

    Executive View The dominant driver is oil-led inflation shock, not geopolitics by

  • Gold,Market News,Risk Management
    Gold Down on War Risk? The Real Yield Explanation (and the Retail Trap)

    Gold Down on War Risk? The Real Yield Explanation (and the Retail Trap)

    March 9th, 2026· 4 min·

    When conflict headlines hit, retail traders often expect a simple equation: war

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