Major central banks repatriated 711.5 tonnes of gold
Venezuela, Netherlands, Germany and France repatriated a combined 711.5 tonnes of gold from the New York Fed over 2011–2026, per central bank reports.

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Venezuela, Netherlands, Germany and France repatriated a combined 711.5 tonnes of gold from the New York Fed over 2011–2026, per central bank reports.

Conflict in the Middle East accelerates shifts weakening the dollar; central bank gold holdings now exceed valuation-adjusted dollar reserves in the Bretton Woods II era.

Iran conflict disrupts global aluminium supply: Gulf output (~6.2 Mt) and Emirates Global Aluminium’s Al Taweelah smelter hit, prices up 10% amid low inventories.

Since the start of the war, foreigners dumped $82B of Treasuries and piled into panda bonds; US 10y 4.4% vs China 10y 1.8%.

Short market note: CryptoQuant chart shows global CEX trading volumes (spot and perpetual futures) falling to historical lows — crypto winter continues.

Central banks added a net 27t of gold in February 2026 led by Poland (20t); Uzbekistan and Kazakhstan also bought, while Turkey and Russia sold.

The greenback rose 2.2% as a safe-haven after coordinated US and Israel attacks on Iran, notable after last year's 8% dollar decline.

Chart of how the 10 biggest UAE companies reacted since the Gulf Conflict; largest drop −35.65% by a local real estate developer.

April and November historically deliver the strongest monthly returns for global stocks, a seasonality pattern illustrated in the attached Bloomberg chart.

Dated Brent (North Sea shipments) reached $141.37; past Iran-war spikes and the 2022 Russian invasion are cited, today's levels echo 2008 crisis.

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Live Herculis Gold Coin (XAUH) price $150.26 USD, 24h volume $49,153.02, up 1.11%. CoinMarketCap rank #4349.
