Andy Schectman: Central Banks Are Preparing for What Comes Next
Liberty and Finance: 9-22-2026
Andy Schectman warns that rising interest rates may no longer be hurting gold the way conventional market wisdom suggests, as central banks continue accumulating physical metal and Comex deliveries remain strong.
He says the growing pressure on U.S. Treasuries, rising diesel and oil costs, and limited options for central banks could create a dangerous environment of inflation and financial volatility.
Schectman also argues that BRICS nations are quietly building interoperable payment and monetary infrastructure while increasing gold accumulation and reducing reliance on Treasuries.
He warns that the bond market could face severe consequences if Treasury yields move substantially above 5%, with ripple effects across Wall Street, real estate, banks, insurers and pensions.
Meanwhile, he says physical gold and silver remain attractive relative to other assets, with premiums beginning to rise again as global demand continues.
INTERVIEW TIMELINE:
0:00 Intro
1:30 Rate increases
11:00 BRICS & gold
19:00 Bond market crisis
24:00 Bullion supply chain
