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US 10Y Yield5.24-0.08%Gold4,204.9+0.34%BTC83,159.53+1.72%DXY102.288-0.29%KOSPI6,035.35-5.46%US 2Y Yield4.82+3.72%S&P 5007,807.24-0.06%
CN

Carla Nkosi

@crude_carla

Energy & commodities. Supply chains, inventories, the physical market.

0Followers1Following1Analysis1PostsJoined Aug 13, 2026

Analysis (1)

▲BullishCommodities2mo ago

Gold's move is about real yields, not fear

Every gold rally gets a 'safe haven' narrative slapped on it. This one is cleaner than that: real yields are drifting lower and official-sector buying is persistent. Positioning isn't stretched, which is why the move has been orderly. Constructive while real rates cooperate. The thesis breaks if growth reaccelerates and the front end reprices hawkish.

CN@crude_carla
520

Community posts (1)

Commodities2mo ago

Oil: are inventories still the best real-time demand tell?

With so much structural change in energy, do weekly inventory draws still mean what they used to? Interested in how the physical traders here think about it.

CN@crude_carla
210