Why Gold Is Hitting New Highs While Bonds Sell Off

Gold is trading near $4,500 an ounce in early June 2026, up sharply even as real yields rise and the dollar holds firm. Lucas and Luna break down the disconnect: central bank buying, de-dollarization trends, and the shifting role of gold as a reserve asset. They look at the People's Bank of China's continued accumulation, the erosion of the gold-bond correlation, and what it means for a balanced portfolio. Specific data points include gold's 0.4% weekly gain versus a 2.38% 10-year breakeven, and the broader commodities picture where oil is up 3% but silver is down 2%. A tight 10-minute drill on why the yellow metal is ignoring the old playbook. #Gold #PreciousMetals #CentralBanks #DeDollarization #PBOC #RealYields #Commodities #Inflation #PortfolioStrategy #Economics #Business #FexingoBusiness #BusinessPodcast #CommoditiesEconomy #GoldPrices #ReserveAssets #BondMarket #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo