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Watch Japanese Bonds for the Next $50 move
Housekeeping: Good Morning.
The reset is a process, not an event
Topics:
* Watch Japanese Bonds for the Next $50 move
* Bond Vigilantes are Gold Bugs Now
Market Analysis:
Bond vigilantes have returned, with gold once again tied to global debt markets after years of disconnection. Liquidity stress, falling reverse repo balances, and Japan’s fragile, government-controlled bond market are central drivers. The increasing correlation between Japanese bonds and gold serves as proof of their re-emergence.
BUT- Investors should watch for heavy-handed Japanese intervention or Fed easing: both could create short-term volatility, but tactically, dips in gold tied to bond adjustments will offer choices.
Full analysis in Premium Post: Must Read: Bond Vigilantes are Gold Bugs Now
Related Posts:
Coming Soon:
Data on Deck: Unemployment
* MONDAY, SEPT. 1 Labor Day holiday
* TUESDAY, SEPT. 2 PMI
* WEDNESDAY, SEPT. 39 Job openings, Fed Beige Book
* THURSDAY, SEPT. 4 PMI and speakers
* FRIDAY, SEPT. 5 U.S. employment report Aug.75,000 73,000, US unemployment rate Aug.4.3%4.2%
Charts and Final Market Check:
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribe
View all episodes
By VBLHousekeeping: Good Morning.
The reset is a process, not an event
Topics:
* Watch Japanese Bonds for the Next $50 move
* Bond Vigilantes are Gold Bugs Now
Market Analysis:
Bond vigilantes have returned, with gold once again tied to global debt markets after years of disconnection. Liquidity stress, falling reverse repo balances, and Japan’s fragile, government-controlled bond market are central drivers. The increasing correlation between Japanese bonds and gold serves as proof of their re-emergence.
BUT- Investors should watch for heavy-handed Japanese intervention or Fed easing: both could create short-term volatility, but tactically, dips in gold tied to bond adjustments will offer choices.
Full analysis in Premium Post: Must Read: Bond Vigilantes are Gold Bugs Now
Related Posts:
Coming Soon:
Data on Deck: Unemployment
* MONDAY, SEPT. 1 Labor Day holiday
* TUESDAY, SEPT. 2 PMI
* WEDNESDAY, SEPT. 39 Job openings, Fed Beige Book
* THURSDAY, SEPT. 4 PMI and speakers
* FRIDAY, SEPT. 5 U.S. employment report Aug.75,000 73,000, US unemployment rate Aug.4.3%4.2%
Charts and Final Market Check:
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribe