Watch Japanese Bonds for the Next $50 move

Housekeeping: Good Morning. The reset is a process, not an eventTopics: * Watch Japanese Bonds for the Next $50 move* Bond Vigilantes are Gold Bugs NowMarket Analysis: Bond vigilantes have returned, with gold once again tied to global debt markets after years of disconnection. Liquidity stress, falling reverse repo balances, and Japan’s fragile, government-controlled bond market are central drivers. The increasing correlation between Japanese bonds and gold serves as proof of their re-emergence. BUT- Investors should watch for heavy-handed Japanese intervention or Fed easing: both could create short-term volatility, but tactically, dips in gold tied to bond adjustments will offer choices.Full analysis in Premium Post: Must Read: Bond Vigilantes are Gold Bugs NowRelated Posts:Coming Soon:Data on Deck: Unemployment * MONDAY, SEPT. 1 Labor Day holiday* TUESDAY, SEPT. 2 PMI* WEDNESDAY, SEPT. 39 Job openings, Fed Beige Book* THURSDAY, SEPT. 4 PMI and speakers* FRIDAY, SEPT. 5 U.S. employment report Aug.75,000 73,000, US unemployment rate Aug.4.3%4.2%Charts and Final Market Check: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribe