central bank balance sheets are an underrated resource for understanding the global liquidity moves

if you're following my posts - you already know that

rising US bond yields, ruble & gold

falling USD

i've been warning about it for months

90's style data = massive alpha 😂⬇️

Illya Gerasymchuk 2025-06-26 15:52

central banks will continue to buy gold

you'll be able to confirm that in their upcoming balance sheets reports. pay special attention to China & Russia

enjoy the dip, because smart money is!