GATA

The violence of gold's rise should explain to the FT what's behind it

Section: Daily Dispatches

1:09p ET Tuesday, January 27, 2026

Dear Friend of GATA and Gold:

Today the Financial Times accelerates its longstanding campaign to denigrate the monetary metals and mystify the powerful increase in their prices.

Reporter Bryce Elder writes analysis headlined "Who's Been Buying All the Gold?" and subheadlined "Because It Doesn't Look Like It's the Central Banks":

https://www.ft.com/content/a2539a6a-284a-40be-a77c-b91ed5bb2a65

IMF prepares for run on U.S. dollar

Section: Daily Dispatches

By Thomas Moller-Nielsen
Euractive, Brussels, Belgium
Monday, January 26, 2026

The International Monetary Fund is preparing for the possibility of a rapid sell-off of U.S. dollar-denominated assets, its managing director, Kristalina Georgieva, said today.

"At the fund, one muscle that we are building is our ability to hypothetically present scenarios of unthinkable events and then figure out what to do," Georgieva said at an event hosted by Bruegel, a Brussels-based think-tank.

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China's Zijin Gold is buying Canada's Allied Gold for about $4 billion

Section: Daily Dispatches

From Reuters
Monday, January 26, 2026

Zijin Gold will buy Canada's Allied Gold for about C$5.5 billion ($4.02 billion) ​in cash, the companies said today as ‌the Chinese miner ramps up its global expansion against the backdrop of record high prices of the yellow metal.

A surge in gold prices has boosted margins and cash flows for miners, ‌fuelling consolidation in the industry as large producers seek ​to secure long-life assets and boost output through acquisitions rather than developing new mines.

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Gold pushes past $5,000 to record high on safe-haven rush

Section: Daily Dispatches

And still no mention by mainstream financial news organizations of the massive, government-underwritten, naked short derivative positions whose calling fuels the monetary metal's explosion. Oh, well, a fanfare is still in order:

https://youtu.be/3WZP7-41iAU?t=367

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Gold rushes past $5,000 to record high on safe-haven rush

By Kavya Balaraman and Anjana Anil
Reuters
Sunday, January 25, 2026

Currency markets on guard for intervention in Japan's yen

Section: Daily Dispatches

By Tom Westbrook and Danilo Masoni
Reuters
Sunday, January 25, 2026

Foreign exchange markets are starting the ​week on edge amid the possibility of official yen buying to build on the currency's spike on Friday and a subsequent pledge by ‌Prime Minister Sanae Takaichi to act against speculative moves.

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USA Gold: Coins and Bullion Since 1973

Former Bundesbank research chief calls for repatriating Germany's gold

Section: Daily Dispatches

By James Jackson
The Telegraph, London
Sunday, January 25, 2026

Germany has been urged to withdraw gold worth more than L100 billion from American vaults because Donald Trump's unpredictability has made keeping it there too "risky."

The country stores 1,236 tons of gold, roughly the same weight as three Air Force 1 jets, at the U.S. Federal Reserve in New York, worth around E164 billion (E122 billion).

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