Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Gold Is the New Inflation Hedge
In this episode of The Commodities Economy, Lucas and Luna explore the surprising shift in gold's role as the economy cools. With gold at $4,530 an ounce and ten-year breakeven inflation falling to 2.31 percent, they ask: is gold still an inflation hedge, or has it become something else? They unpack the record run, the dollar's quiet decline, and what central bank buying really signals. Along the way, they touch on the Venezuela oil deal and why that might not move oil as much as you'd think. If you've ever wondered whether gold's rally is a warning or a reassurance…
The skinny
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