What BRICS are Really Planning with Gold
What BRICS are Really Planning with Gold
Arcadia Economics: 9-15-2025
In a world grappling with seismic shifts in economic power and trust, staying informed is paramount.
Vince Lanci’s recent Monday morning edition of “Markets and Metals” on Arcadia Economics delivered a crucial analysis, dissecting two monumental topics that every investor and global citizen should understand: China’s strategic elevation of gold and the true nature of the Federal Reserve’s independence.
Vince Lanci kicks off by highlighting an undeniable truth: the BRICS nations are actively pivoting away from US Treasuries.
The catalyst? A profound distrust in the US dollar system, amplified by the weaponization of sanctions against Russia. This isn’t just about diversification; it’s a strategic move to build an alternative financial architecture.
This move by China is not merely economic; it’s a geopolitical power play designed to reshape the global financial order, offering emerging economies a genuine alternative to the dollar-denominated system.
While gold is redefining global power, another pillar of Western finance faces intense scrutiny: the Federal Reserve. Vince brings in the sharp insights of renowned economist Jim Rickards, who systematically dismantles the popular narrative of the Fed’s independence.
This perspective emphasizes that monetary policy is deeply intertwined with broader political and economic realities, challenging the sanitized narrative of an apolitical, independent central bank.
Vince concludes with a snapshot of the precious metals market, noting strong buying interest in both gold and silver from central banks, hedge funds, and ETFs. This sustained demand underscores the long-term conviction in these assets amidst global uncertainty.
However, Vince, ever the pragmatist, advises caution. Given recent trading volumes and price action, he warns of a potential short-term market pause or pullback. His seasoned advice for traders: exercise caution and wait for clear confirmation before taking long positions.
The insights shared by Vince Lanci on Arcadia Economics paint a clear picture: the global financial landscape is undergoing fundamental transformations.
From China’s strategic elevation of gold to challenge the dollar’s hegemony, to the demystification of the Federal Reserve’s true role, these aren’t isolated developments – they are interconnected forces reshaping our economic future.