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Why Gold Is Falling: Adrian Day on Yields, Dollar Strength, War & What Comes Next
Gold and silver have recently corrected despite escalating geopolitical tensions raising questions about the true drivers behind precious metals pricing.
In this episode, Adrian Day of Adrian Day Asset Management explains why gold has declined approximately 11% and silver around 15%, even amid war headlines.
Day argues that precious metals often move ahead of geopolitical events and may sell off once uncertainty becomes reality. He highlights several key macro factors currently weighing on gold:
• Strength in the U.S. dollar
• Rising Treasury yields
• Liquidity-driven selling during market stress
• Regional selling pressure in markets such as the Middle East
• Expectations that central banks may delay rate cuts due to higher energy prices
The discussion also explores broader commodity opportunities, including mining equities, potash exposure, coal markets in Asia, uranium strategies, and the impact of oil prices potentially rising toward $150 in a prolonged conflict scenario.
While short-term volatility may persist, the conversation emphasizes that longer-term bullish drivers for gold and commodities remain intact. Gold is traditionally viewed as a safe-haven asset during periods of geopolitical uncertainty, yet recent market behavior has challenged that assumption. Despite escalating tensions and rising global risks, gold and silver prices have declined raising questions about the underlying forces driving the market. In this interview, Adrian Day explains how macro factors such as rising yields, dollar strength, and liquidity pressures are currently outweighing geopolitical tailwinds.
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Contact Adrian:
Adrian Day Asset Management - Individualized Account Management
Home - Adrian DayContact us:buy our books https://a.co/d/iTv3V1Phttps://a.co/d/3yEE6mhhttps://a.co/d/9wJ7sXhContact us:Piggostradingdesk.comTony: Whitelavender92Derek: Diablo_blanco-3Substack: Piggos trading deskRead our work:https://substack.com/@piggostradingdeskEmail: [email protected]
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By Tony - Whitelavender92, Derek - Diablo_blanco_3Gold and silver have recently corrected despite escalating geopolitical tensions raising questions about the true drivers behind precious metals pricing.
In this episode, Adrian Day of Adrian Day Asset Management explains why gold has declined approximately 11% and silver around 15%, even amid war headlines.
Day argues that precious metals often move ahead of geopolitical events and may sell off once uncertainty becomes reality. He highlights several key macro factors currently weighing on gold:
• Strength in the U.S. dollar
• Rising Treasury yields
• Liquidity-driven selling during market stress
• Regional selling pressure in markets such as the Middle East
• Expectations that central banks may delay rate cuts due to higher energy prices
The discussion also explores broader commodity opportunities, including mining equities, potash exposure, coal markets in Asia, uranium strategies, and the impact of oil prices potentially rising toward $150 in a prolonged conflict scenario.
While short-term volatility may persist, the conversation emphasizes that longer-term bullish drivers for gold and commodities remain intact. Gold is traditionally viewed as a safe-haven asset during periods of geopolitical uncertainty, yet recent market behavior has challenged that assumption. Despite escalating tensions and rising global risks, gold and silver prices have declined raising questions about the underlying forces driving the market. In this interview, Adrian Day explains how macro factors such as rising yields, dollar strength, and liquidity pressures are currently outweighing geopolitical tailwinds.
why gold is down
gold price forecast 2026
silver price analysis
adrian day interview
gold vs dollar correlation
treasury yields impact gold
commodity market outlook
gold selloff explanation
precious metals investing
oil price impact inflation
Contact Adrian:
Adrian Day Asset Management - Individualized Account Management
Home - Adrian DayContact us:buy our books https://a.co/d/iTv3V1Phttps://a.co/d/3yEE6mhhttps://a.co/d/9wJ7sXhContact us:Piggostradingdesk.comTony: Whitelavender92Derek: Diablo_blanco-3Substack: Piggos trading deskRead our work:https://substack.com/@piggostradingdeskEmail: [email protected]