-
No More Goldilocks for Gold? Here is What Changed
Gold prices have tumbled 17.2% since March 2nd while geopolitical tensions in the Middle East continue to simmer with strikes on oil infrastructure becoming an increasing threat should talks fail (see figure 1). Why isn’t the safe-haven working? We have heard some say that it is because investors are selling what they can due to liquidity issues, to lock in gains, or that central bank demand is fading. We have heard that one several times. However, we think it largely has to do with rising uncertainty about monetary policy. Gold is a non-yielding asset. While rising inflation expectations would normally increase ... (full story)
- Comments / Top
- Subscribe
-
- Older Stories
From msn.com|Mar 26, 2026|4 commentsThe conflict in the Middle East is reviving the specter of inflation and hobbling the global economy just as it was showing signs of strengthening at the start of the year, the ...
From miningmx.com|Mar 26, 2026Chile's antitrust regulator has approved the joint mining plan between state copper producer Codelco and Anglo American at the Andina-Los Bronces project in the Andes mountains of ...
From @LiveSquawk|Mar 26, 2026|22 commentsUrgent | Iranian Presidency: Pezeshkian clarified that #Iran seeks a complete end to the war and the achievement of security and stability in the region
-
- Newer Stories
From youtube.com/markets|Mar 26, 2026Robert Kaplan, vice chairman at Goldman Sachs, says, “the Fed is wise to be a risk manager here, not a prognosticator,” in response to the war in Iran. Kaplan also discusses the ...
From msn.com|Mar 26, 2026Precious metal prices were falling early Thursday as hopes of an off-ramp in tensions between the U.S. and Iran faded, weighing on financial markets. Continuous gold futures were ...
From federalreserve.gov|Mar 26, 2026Thank you, Professor Metrick, for the kind introduction and the opportunity to return to Yale to speak to the Yale Program on Financial Stability today.1 I have long admired and ...
- Story Stats
- Mar 26, 2026 1:26pm Posted byFundamental Analysis182
- Instruments:
