The First Week of August Could Reset the Market's Rate Story
JOLTS, productivity, payrolls and Treasury refunding arrive in one compressed week. Together they can change what investors believe about rates, growth and bond supply.
Aug 2, 2026

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11 stories for“US Treasury”
JOLTS, productivity, payrolls and Treasury refunding arrive in one compressed week. Together they can change what investors believe about rates, growth and bond supply.
Aug 2, 2026

Gross federal debt crossed forty trillion dollars on 18 August. Two days later the Treasury said it would more than double its repurchases of long-dated bonds. Yields fell, gold rose, bitcoin ran, and the underlying arithmetic did not change.
Aug 22, 2026

Long government borrowing costs are at multi-decade highs across the United States, Germany, France and Japan. The cause is not central bank policy. It is the sheer volume of debt being issued, and some of it is paying for data centres.
Aug 18, 2026

The metal reached about 4,607 dollars an ounce on Friday, its strongest week in months, on the same US debt news that moved bonds and bitcoin. It is still below January's record, and it has just overtaken forecasts that were revised down in early August.
Aug 22, 2026

Citi, Goldman, Deutsche, HSBC and Societe Generale have published year-end gold targets a third apart from one another. The spread is not sloppiness. It is an argument about what gold is for.
Aug 18, 2026
