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Precious metals

What is driving the precious metals right now?
Precious — Gold vs 10y Real Yield

Gold spot against the 10-year US real yield (TIPS) — gold's canonical macro driver.

How Gold front-month spot (left axis) and the 10-year TIPS real yield, DFII10 (right axis).Source Yahoo Finance, FRED

commodities_gold_drivers

How to read Gold has historically co-moved INVERSELY with real yields (and the dollar). A present-state read of where gold sits versus the real-rate backdrop.

A co-movement, not a law — the gold↔real-yield link loosens (e.g. heavy central-bank buying); never read as a forecast of either. World Gold Council demand/flows are deferred (licensing).

Precious — Gold / Silver Ratio

The price of gold (the monetary haven) over silver (a monetary + industrial hybrid) — a classic precious-metals relative-value gauge.

How Gold front-month divided by silver front-month, against its own average.Formula Gold / SilverSource Yahoo Finance — computed

commodities_gold_silver

How to read A high ratio describes a risk-off / weak-industrial present regime (gold outpacing industrial silver); a low ratio reflation. Descriptive, vs its own average.

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