The World at Mid-Year: The 2026 Geopolitical Playbook | 16 Jul 2026 | Podzept - Deutsche Bank Research
1. Executive Briefing (TL;DR)
- Physical vs. Paper Gold Divergence: Record physical gold demand in Asia and eastern central banks is systematically decoupling from Western paper derivative pricing, driven by structural de-dollarization and reserve diversification [00:01:12].
- Central Bank Reserve Accumulation: Non-Western central banks are aggressively liquidating U.S. Treasuries to accumulate unencumbered physical gold bullion as a hedge against sanction risks and dollar debasement [00:04:45].
References
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