Briefing
A Once in a Lifetime Reset
13 pages · 13 September 2026 · Felix Prehn
Central banks bought a record 289 tonnes of gold in a single quarter while the price fell 22 per cent. In the same period the BRICS group began building a gold-backed settlement system outside the dollar, and Goldman Sachs and J.P. Morgan published targets near $6,000 an ounce. The briefing connects the three developments to strain in the real economy which the AI boom has concealed.
The briefing opens in the browser as a web page. The Institute asks for no registration.
The briefing is educational and is not financial, investment or tax advice.
