
“Capital flight into gold” a big reason China 10y yields are among the lowest in world (FFTT, 10/13/26)
To a certain extent, the price of gold is going to tell you who is going to win in that effort to de-dollarize Asia. If gold goes up, it’s China. If gold goes down, it’s the US. -Charles Gave, on MacroVoices, 5/10/18 China’s trade surplus over the last 12ms looks flat. But take out the surge in gold imports, and it is clearly still rising. It is now about a trillion dollars bigger than it
