THE DAY OF RECKONING: Why Gold Could Explode as Treasuries Fail | Andy Schectman

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Andy Schectman argues that confidence in U.S. Treasuries is deteriorating while central banks keep adding physical gold, a combination he says could drive materially higher gold prices into late 2026-2027. He also points to inflation, monetary expansion, and soaring energy costs as reinforcing factors for a stronger precious-metals bid. On silver, he highlights a deeply negative one-year swap spread, framing it as a sign that physical silver has become expensive to borrow as holders are reluctant to lend metal. Schectman also cites BRICS infrastructure, China’s physical gold settlement expansion, and a reported BRICS Unit pilot for UAE-India oil trade as evidence of a gradual move toward parallel settlement systems away from the dollar.