Gold prices are rising toward $3,400/oz like inflation is back, treasury yields are rising like deficit spending is worsening

Markets flash crisis signs…

Current situation:

1. Bitcoin is up +60% in 3 months like the USD is broken

2. The USD is falling in its worst start to a year since 1973

3. Gold prices are rising toward $3,400/oz like inflation is back

4. Treasury yields are rising like deficit spending is worsening

5.…

— The Kobeissi Letter (@KobeissiLetter) July 11, 2025

Debt increase per minute with and without the so-called Big Beautiful Bill pic.twitter.com/AUifwKiDhV

— Markets & Mayhem (@Mayhem4Markets) July 11, 2025

2/ US government bonds have broken below a 40-year uptrend

After experiencing one of the most painful bear market since the 1980s pic.twitter.com/lyHyT0sXQ9

— Bravos Research (@bravosresearch) July 11, 2025