30-Year U.S. Bond Yield Tops 5%

The latest auction of 30-year U.S. Treasury bonds cleared at a yield of 5.058%, the highest level since before the 2008 financial crisis. The result highlights growing concerns over persistent inflation, rising government debt, and the increasing cost of financing U.S. deficits.

Higher bond yields can pressure gold and silver in the short term, but if they reflect rising debt and weakening fiscal confidence, the long-term outlook for precious metals could become increasingly supportive.

Why Are Japanese Investors Selling U.S. Treasuries?

09/07/2026

Japanese investors sold nearly $30 billion worth of U.S. Treasury bonds in the first quarter. While this amount alone is not enough to threaten the U.S. bond market, it is a noteworthy signal given that Japan is one of the largest foreign holders of U.S. government debt. If other major foreign investors were to follow […]

A quiet shift that could change the game. Japan.

12/04/2026

What’s happening in Japan right now doesn’t feel like a normal move in the bond market. Yields are at multi-decade highs and rising across maturities. To me, it looks more like the old regime of cheap money is starting to break.And that’s a big deal. Japan has been a kind of silent anchor for years. […]

U.S. debt has just crossed $39 trillion

12/04/2026

That alone isn’t the problem. The problem is—it’s no longer cheap.Interest costs are heading toward $1 trillion per yearand rising fast. An increasing part of the system existsjust to service its own debt.For a long time, it didn’t matter.The economy was growing faster than interest costs. That is now starting to reverse.Higher rates mean more […]

How Long Can This Last?

06/07/2026

According to available data, the purchasing power of the U.S. dollar has declined by roughly 30% since 2020. At the same time, U.S. national debt has surpassed $40 trillion, while the federal government now spends more than $1 trillion annually on interest payments alone. How much longer is this sustainable? Explore our latest analysis & […]

Wall Street Remains Bullish on Gold

03/07/2026

Despite the recent correction, some of the world’s largest investment banks remain constructive on gold over the long term. UBS views the current environment as an opportunity to gradually build positions, while Goldman Sachs continues to see strong structural factors supporting the gold market, including ongoing central bank purchases, reserve diversification, and growing demand for […]