Assertive US moves could hand initiative to China: Gold, Silver, USD  (sv)

Geopolitical Research · Feb 28, 2026

Assertive US moves could hand initiative to China: Gold, Silver, USD

Date: 4 Feb 2026 (Public release on 28 Feb 2026 truncated)

Dear reader

Three days after the crash in precious metals, which we think was probably induced to protect the Western financial system, we see our financial system more exposed than before the crash to potential action from China. Unintended side-effect of a stabilisation effort?

The more the US forces its hand, the more the fate of the USD seems to be resting in the ability to avert a steep rise in the price of Gold and Silver. While a rise at a moderate pace seems…