Gold has broken a new historical maximum and almost touched the crazy mark of $5000. Such a parabolic move does not come out of nowhere — the market is reacting to two very specific signals.
1. The Middle East: the smell of operation
The entire Twitter is filled with insights about the fact that the USA and Israel are preparing an operation against Iran.
Not just another diplomatic mess, but a military scenario that:
• actively discussed by industry journalists, analysts, military personnel,
• accompanied by unusual movements of aviation and navy,
• and some sources are saying outright: 'it could start today, after the close of the American stock market.'
Such things do not go unnoticed by gold. Historically — if there's a strong scent of major conflict, metals soar.
2. A large-scale sale of American Treasury bonds (treasuries)
The second factor generally strikes at the foundation of the financial system.
In the recent period:
• Europe sold $150 billion in treasuries,
• China — $105 billion,
• India — over $50 billion.
This is the pace of the 2008 crisis level.
And when such players massively exit the U.S. debt market — this is not just 'oh, the indicators were not liked'. This is either:
• preparation for a major geopolitical storm,
• or total distrust in the current structure of the global financial system.
Money from treasuries has to go somewhere.
And it seems they are going into physical gold.
Why should this concern all of us?
Mass sales of treasuries → their yield increases → money becomes more expensive → markets suffocate.
Liquidity is tightening, and high-risk assets are taking the first hits. We've seen this many times before.
How does this end?
Correct — the Fed will turn on the 'printing press' again
will buy back its debt and flood the system with liquidity, as it did in 2021. They always save their market — not because they want to, but because otherwise everything just breaks down.
But this won't happen instantly.
If there is a collapse in the moment — the market will become truly frightening.
Conclusion
This whole picture — gold in a parabola, inside information about operations, record sales of treasuries — looks as if the world is quietly restructuring itself before a very serious event.
