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Home » The Gold Market Shock No One Saw Coming – Russia’s Stunning Return to the U.S. Dollar
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The Gold Market Shock No One Saw Coming – Russia’s Stunning Return to the U.S. Dollar

omc_adminBy omc_adminFebruary 13, 2026No Comments2 Mins Read
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These are not routine fluctuations. They are structural re-pricings driven by macro forces colliding in real-time. “Corrections and rallies of this magnitude are rare,” Hansen notes. “But this is where fortunes are made.”

A growing number of major Wall Street banks have begun referring to the current environment as a ‘Golden Age of Trading’ – a period defined by extraordinary volatility, compressed cycles and outsized opportunity for those positioned correctly.

China’s Quiet Exit

While Russia appears to be floating a dollar return, China is moving in the opposite direction.

Beijing’s combined holdings of U.S Treasuries, Equities and Bonds have fallen to $1.56 trillion – near the lowest level in 14 years.

Excluding Belgium-held custodial accounts, the figure drops to $1.16 trillion, the weakest since 2008. Official Treasury holdings stand at $682.6 billion, the lowest since October 2008.

At the same time, Chinese leadership has openly encouraged Gold accumulation. As a result, retail and institutional demand has surged. Now reports suggest banks are being urged to reduce exposure to U.S assets.

Liquidity is shifting. And when the world’s second-largest economy pivots away from the dollar, the reverberations are global.

Gold as the Monetary Anchor

This divergence – Russia potentially returning to the U.S dollar, while China trims exposure – underscores a deeper truth: the global monetary order is fragmenting. Central banks are hedging geopolitical volatility not with rhetoric, but with bullion.

Gold is once again the anchor.

“What we are witnessing is nothing short of a once-in-a-lifetime opportunity,” Hansen argues. “Volatility equals opportunity. And right now, we have opportunity on top of opportunity.”

For savvy traders, the message is clear. In markets this explosive, fortunes are not built by those who watch – they are built by those who act with precision, conviction and speed. 2026 is separating participants from spectators. It’s during times like these where generational wealth is forged.

History will record this period as a defining chapter in modern financial markets. The only question is: will you read about it or will you profit from it?



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