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8 results for “XRF analysis” in Markets
Markets · 17 August 2026
Paper Gold: What You Own When You Do Not Own Bars
…mend products, take positions or receive payment from issuers, dealers or custodians. All analysis is based on public exchange rules and custodial prospectuses as of the date of publication. · Structured notes and gold-linked products · A step further from allocated metal sit str…
Ingrid Sørensen · 23 min read
Markets · 8 September 2026
The Real-Rate Trade: Why Gold Moves When Bond Yields Do
…st rate. For an entire generation of market participants, this was the bedrock of bullion analysis, providing a clear and reliable signal in an otherwise noisy financial landscape. · That slide is now out of date. Between 2022 and the middle of this decade real yields climbed to…
Ingrid Sørensen · 25 min read
Markets · 11 September 2026
The Last Audit: What We Actually Know About the World's Official Gold
…icial reserve statistics as reported, not verified, and be appropriately sceptical of any analysis that treats the second decimal place as meaningful. Second, the distinction that matters — allocated, identified bars versus claims on gold — applies with even more force to private…
Ingrid Sørensen · 22 min read
Markets · 2 August 2026
Who Actually Sets the Gold Price
…e a market-structure reporter, not a chartist · None of this is an argument for technical analysis, which this publication treats with scepticism. It is an argument for reading price moves alongside their plumbing rather than in isolation. A reader who notices a widening EFP, a s…
Ingrid Sørensen · 16 min read
Markets · 20 June 2026
Bring It Home: Central Banks and the Great Gold Repatriation
For half a century it was rational to store your gold in someone else's basement. Then the calculus of counterparty risk changed, and reserve managers started chartering aircraft. · Overseas custody w…
Ingrid Sørensen · 14 min read
Markets · 8 August 2026
Moving Bullion: The Logistics Nobody Prices
Between the vault and the buyer sits an industry of armoured vehicles, sealed cargo, bonded warehouses and insurance clauses. It rarely makes news, and it is the reason a spot price in London can dive…
Ingrid Sørensen · 15 min read
Markets · 18 August 2026
The Vault Beneath the City
Beneath the Bank of England and beneath lower Manhattan sit two of the largest concentrations of monetary gold on earth, moved between anonymous compartments by a handful of porters who never touch th…
Ingrid Sørensen · 22 min read
Markets · 6 August 2026
Why Central Banks Started Buying Gold Again
For three decades official institutions were net sellers of bullion, and the policy consensus treated the metal as a museum piece. Then, quietly, the world's reserve managers reversed. The reasons are…
Ingrid Sørensen · 14 min read
