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@EtraAlex "Chapter X from GSFR is absolutely worth a read if you have the time: "hedging demand.has been stronger and more persistent. combined with the muted net spot dollar purchases this may have contributed to US dollar depreciation pressure during April and May." cc @Brad_Setser"
X Link @EtraAlex 2025-10-13T15:52Z 4589 followers, XXX engagements

"@jnordvig If gold has deanchored from traditional drivers such as the dollar (fiat) and real rates and is increasingly driven by spec/retail/momo demand it seems plausible that gold like other assets driven by similar factors will be correlated with the reversal of those factors"
X Link @EtraAlex 2025-10-15T00:20Z 4588 followers, XXX engagements

"@postmodernFX @jnordvig"
X Link @EtraAlex 2025-10-15T04:27Z 4589 followers, XX engagements

"@postmodernFX @jnordvig At some price gold will become such a large share of central bank reserves that they will want to rebalance; at some price the value of US gold will be worth selling to retire US debt. If EM central banks would like to arrange a swap--gold for retiring US public debt"
X Link @EtraAlex 2025-10-15T04:35Z 4589 followers, XX engagements