EOW refresh (R-cycle) — gold sells off into duration-out rotation; dead-safe-haven thesis extends against a live war

Event

EOW refresh (R-cycle) — gold sells off into duration-out rotation; dead-safe-haven thesis extends against a live war

Summary

  • Type: monitoring-check (subtype: continuation of the safe-haven-function stress test) - event_id: 2026-07-25-gold-crash-eow-refresh - Source: ("The Read" — gold's decline read alongside a 30-year yield holding above 5% as an energy/defense-cash-flow bid, not a flight to safety). - Shift: This week's tape sold gold alongside the broader duration complex
2 events

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