#real-yields

#real-yields

Gold pushed through the $4,000 mark after weeks of steady buying turned into a clean breakout. The catalysts were not a single headline but a stack of pressures coming together: a softer path for real rates, persistent geopolitical risk, steady central bank demand, and bursts of ETF participation. For London-based investors, the practical question now is whether the risk premium holds or we see a retest below the round number.

The S&P 500 is currently caught between expectations of monetary easing by the Federal Reserve (Fed) and risks stemming from slowing growth. This has led to more cautious trading until clearer signals emerge. In yesterday's session, the standout was Google (Alphabet), whose stock surged 9.14% after a U.S. court issued a favourable ruling, sparing the company from being forced to break up key business segments.