Is gold’s surge a warning that confidence in US fiscal policy is collapsing? When investors flee currency for a tangible asset, it signals fear of fiscal collapse and unchecked debt. Runaway deficits are undermining U.S. stability, and central banks easing simultaneously cannot stop the signal. If the trend continues, savings, pensions, and global reserves tied to dollars could lose value rapidly.
It’s really unusual for 30-year Treasury yield to rise in a Fed easing cycle. It’s even more unusual for 30-year yield to rise with all the world’s major central banks in an easing cycle. This tells you monetary policy isn’t the problem. Runaway fiscal deficits are the problem… pic.twitter.com/k7rWDu1ApU
— Robin Brooks (@robin_j_brooks) September 3, 2025
Foreign governments holding more gold than treasuries now— financial world order changing and not in US’s favor.
As many of us have noted for a while, the replacement for the USD as the world’s reserve currency was never going to be another country’s currency– it was always going to be gold. https://t.co/KfGLg7fVzj
— Carol Roth (@caroljsroth) September 1, 2025
CNBC aired a segment today on gold’s rise above $3,570 and what it might imply about stock market sentiment. But they ignored the bigger implication that gold’s rise might reflect a loss of confidence in U.S. fiscal and monetary policy, and a mass exodus from dollars into gold.
— Peter Schiff (@PeterSchiff) September 4, 2025
History unfolding, in one chart:
The US Dollar to Gold ratio is falling off of a cliff. https://t.co/sXr8jQ2weC pic.twitter.com/1OtEXD4RcG
— The Kobeissi Letter (@KobeissiLetter) September 3, 2025
Goldman Sachs expects gold to surge to $4,000 an ounce by mid-2026. If the Fed’s credibility gets significantly eroded, GS sees gold nearing $5,000. Gold prices have already doubled in the past three years. https://t.co/N4hfV63WT3 pic.twitter.com/Dyq2bF4hxG
— Lisa Abramowicz (@lisaabramowicz1) September 4, 2025