Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Gold Is Outpacing Oil in a Cooling Economy
In Episode 150 of The Commodities Economy, Lucas and Luna tackle a striking divergence: gold is up over seven percent in the past week while oil is barely holding onto gains. With the ten-year breakeven inflation rate dipping to 2.25 percent and core PCE inching up, they unpack what these moves signal about investor sentiment and the broader economy. Lucas walks through the numbers—gold at four thousand four hundred dollars an ounce, Brent crude at eighty-three dollars—and explains why gold's surge isn't just about inflation hedging anymore. Luna challenges him on whether oil's…
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