2026-08-11 Review: How Did Gold and Dollar Quotes Compare?
Historical review through 2026-08-11: How Did Gold and Dollar Quotes Compare? Source-linked daily data, a five-observation comparison and explicit corrections.
Global Macro
Cross-cutting macro issues, IMF and World Bank signals, and shifts in global liquidity.
2026-08-05 Review: Did Gold and the Currency Quote Tell the Same Story?
Historical review through 2026-08-05: Did Gold and the Currency Quote Tell the Same Story? Source-linked daily data, a five-observation comparison and explicit corrections.
2026-07-10 Review: How Different Were the Won and Yen Quote Changes?
Historical review through 2026-07-10: How Different Were the Won and Yen Quote Changes? Source-linked daily data, a five-observation comparison and explicit corrections.
How to Analyse Gold: Real Yields, Central-Bank Demand and Evidence
A source-linked guide to gold analysis with real-yield definitions, dated central-bank data and worked currency-return examples.
July 6 Review: Gold Rose While KOSPI Edged Lower
The earlier description of a 5.27% KOSPI surge is corrected to a 0.46% decline. A dated retrospective with source-linked closing observations and transparent calculations.
2026-06-30 Review: Did the Volatility Move Require a Paradox Explanation?
Historical review through 2026-06-30: Did the Volatility Move Require a Paradox Explanation? Source-linked daily data, a five-observation comparison and explicit corrections.
June 24 Review: Gold Fell, but KOSPI Rose 3.26%
The original 7.06% KOSPI decline is corrected to a 3.26% gain. A dated retrospective with source-linked closing observations and transparent calculations.
2026-06-11 Review: Can a Gold Move Establish Permanent Dollar Erosion?
Historical review through 2026-06-11: Can a Gold Move Establish Permanent Dollar Erosion? Source-linked daily data, a five-observation comparison and explicit corrections.
2026-06-06 Review: Does One Volatility Move Establish a New Regime?
Historical review through 2026-06-06: Does One Volatility Move Establish a New Regime? Source-linked daily data, a five-observation comparison and explicit corrections.
2026-06-02 Review: What Do US Benchmarks Show Without a Tariff Attribution?
Historical review through 2026-06-02: What Do US Benchmarks Show Without a Tariff Attribution? Source-linked daily data, a five-observation comparison and explicit corrections.