Geopolitics
The Golden Schism: How the Global South's Strategic Accumulation Is Exposing the West's Financialized Farce
The gold market has fundamentally fractured, with central banks, primarily from the Global South, accumulating gold based on long-term de-dollarization strategy while Western speculators, fixated on the Fed's interest rate path, now dominate the short-term price action, even during geopolitical crises like the US-Iran conflict. This stark divergence reveals the growing irrelevance of the West's financialized casino for the strategic calculus of emerging powers who are quietly building a new monetary order beyond the dollar's manipulative reach.
