Outside The Dollar

10-Year Treasury: Breaking Above 5%

The 10-year Treasury yield crossing 5.04% in September 2026 is the single number tying together this week's economic pressures, from mortgage rates to precious metals pri

Roubini's 4 Risks: Gold, Oil & $40T Debt

Central banks continued adding to gold reserves in September 2026, with China and Poland among the buyers extending a multi-year accumulation trend even as the pace cools

$40T Debt: Growth, Gold & The Fed's Choice

The federal government's debt-servicing costs, not the $40 trillion headline figure, are the real strain on fiscal policy heading into September 2026. Elena Reyes examine

Debasement Trade: Debt, China & Gold's Rise

The same forces driving concern over U.S. debt are also pushing more people to look outside the dollar toward scarce assets like gold and silver. Host Elena Reyes connect

$40 Trillion Debt: Gold and Silver Respond

The federal deficit hit $432 billion in July, the largest monthly shortfall since March 2021, and it's directly linked to this week's bond market turmoil pushing gold and

Jobs Miss, Gold Jumps 7%

Employers cut 23,000 jobs in July 2026 against forecasts for a 95,000 gain, exposing a widening split between labor data, inflation trends, and a surging gold market. Ele

Jobs Fall 23,000: Gold's Next Move

U.S. employers lost 23,000 jobs in July 2026, a sharp miss against forecasts of 85,000 gains, exposing cracks in the labor market just as inflation pressure and AI valuat

Fed Holds: Metals Reset and AI Debt Risk

Four major stories are converging this week: a Federal Reserve decision, record market leverage, AI financing concerns, and a sharp pullback in gold and silver prices. In

Debt, Dimon, and Gold: Nearing $40 Trillion

Jamie Dimon told CNBC this month he wouldn't buy stocks or long-dated Treasurys at current prices, a warning that anchors this July 2026 episode of Outside The Dollar. El

Financial Repression: Why Gold Jumped 2%

Gold rallied more than two percent in July 2026 after June's cooler-than-expected CPI report reduced expectations for an immediate Fed rate hike, even as U.S. debt surpas

China Undermining the Dollar & AI Bubble Risk

Confidence in dollar-based markets faces pressure from multiple directions this July 2026, as China expands renminbi settlement, valuations stretch amid AI-concentrated g

Gold at $6,000: What the Forecast Really Means

Bank of America reset its 12-month gold price target to $6,000 per ounce in June 2026, citing Fed leadership uncertainty, persistent fiscal deficits, and structurally low

Inflation Stays High: What Gold and Silver Signals Say Now

Central banks are accelerating gold accumulation at a pace not seen in recent years, and the June 2026 economic data makes that institutional behavior harder to dismiss.

U.S. Debt: 100% of GDP and the Case for Gold & Silver

High U.S. debt levels near 100% of GDP are reshaping inflation, interest costs, and how investors think about gold and silver as portfolio hedges. Elena talks with John O

Gold Tops Treasuries: What Debt and Inflation Mean for Your Savings

For the first time in thirty years, gold has surpassed U.S. Treasuries as the world's largest reserve asset — a shift that carries real implications for individual invest

Gold at $8,000? What Deutsche Bank and Goldman Sachs See Coming

Central banks are buying gold at a pace of roughly 60 tons per month through 2026, a structural shift that carries implications for individual investors thinking about lo

Gold, Silver, and 25 Years of Performance Data

Gold outperformed both the Dow and real estate over the past 25 years, turning a $100,000 investment made in 2000 into $744,730 by comparison. This episode examines why b

Recession Signals: Gold, Silver, and What 2026 May Bring

Veteran forecaster Gary Shilling is warning of a 2026 recession driven by a frozen housing market, weakening consumers, and stretched stock valuations. In this week's epi

Is Your Retirement Actually Keeping Up With Inflation?

The Federal Reserve's sharpest internal disagreement since 1992 is sending a clear signal to retirement savers about the road ahead. In this week's discussion, Kathrynn e

Silver Eagles and the Gold Rush: Who's Winning?

Central banks are accumulating gold at a pace that analysts now describe as a direct credibility challenge to dollar-denominated reserves. Elena examines how China's sust