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Why Gold Is Falling Despite Sticky Inflation
In this episode of Inflation and Your Money, Lucas and Luna dig into a puzzle that's been rattling markets in June 2026: why gold is down nearly 11% in a week even as CPI and PCE show inflation still running above the Fed's target. They look at the real yield story, the carry trade unwind, and what the sell-off says about investor expectations for rate cuts. Lucas brings a specific chart — the correlation between gold and real rates breaking down over the past month — and Luna presses on whether the 'inflation hedge' narrative for gold is actually broken. If you've…
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