Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Gold Is Falling Even as Inflation Stays Sticky
Episode 60 of The Commodities Economy breaks down the perplexing 3.7% weekly drop in gold futures to 4,170, even as May CPI came in at 334.0 and core inflation remains elevated. Lucas and Luna explore three drivers: the U.S.-Iran accord reducing geopolitical risk, rising real yields on the ten-year Treasury, and the rotation out of safe havens into risk assets like coffee and cotton. They also discuss what gold's divergence from inflation means for portfolio strategy. Plus, a brief word on listener support.
#GoldCrash #Inflation #CPI #Commodities #PreciousMetals #Gold #RealYields…
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