Fool's Gold? How the USD lost its Shine
Rising geopolitical risk fragments safe-asset demand: countries shift toward gold when sanction risk heightens, raising gold prices and Treasury yields as US convenience yields fall.
Featured in No. 135 on 16 Oct 2026 · 11 days after release

- Released
- 5 Oct 2026
- First featured
- No. 135 · 16 Oct 2026
- Published in
- Not yet, as far as Semantic Scholar knows
- Fanfare
- 3 of 5
- Identifier
- RePEc:nbr:nberwo:35669
- Authors
- Kai Arvai et al.
Citations and venue from Semantic Scholar (ODC-BY), refreshed weekly. Summary: Quant Letter (CC BY 4.0).