Yields

Gold Analysis: Treasury Yields Anchor $4,000 Floor

Gold steadies above $4,000 as softer inflation data lowers yields. See why Fed easing expectations remain the key constraint on rallies.

Jul 16, 2026 Sofia Mendes 12 min read

Real yields above 4% lock in the strong dollar

With US Core PCE above 3% and yields holding firm, the high-for-longer narrative suppresses Asia FX while anchoring greenback demand.

Jul 7, 2026 Marcus Halloran 13 min read

Yields Dictate USD/JPY as 162.75 Breaks

US Treasury yields surged, pushing USD/JPY to 162.75. With a 67% chance of a September hike, traders watch for MoJ intervention risks.

Jul 1, 2026 Aisha Rahman 14 min read

Dollar gains driven by policy and energy shock

Fed Chair Warsh's hawkish pivot pushes rate hike expectations to +30 basis points, widening the transatlantic yield gap and lifting the dollar.

Jun 30, 2026 Sofia Mendes 15 min read

Gold central bank buying ignores real yields

Societe Generale sees 120 tonnes of hidden buying. I explain why gold ignores real yields and what vault data reveals.

Jun 29, 2026 Sofia Mendes 14 min read

Euro zone yield drop: Oil at $70 signals shift

Oil near $70 drives Germany's 10-year yield to 2.86%. See how falling energy costs reshape ECB rate paths and fixed-income strategies today.

Jun 29, 2026 Aisha Rahman 14 min read