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Gold: Can the Rebound Hold as US Yields Ease but Inflation Risks Remain?
I think a lot of people are starting to price in the idea of something pretty serious coming down the road. That more likely than not will be supply chain disruptions, which means massive inflation, probably what is known as rolling inflation.That rolling inflation will show up in different places, but the one place it shows up fairly consistently will be the bond markets. We are waiting to see some type of solution to the mess that's been created in the Middle East, and we're just not seeing it. And as long as that's going to be the case, there is a lot of concerns about energy shocks, things like that. And in that ... (full story)
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From @FirstSquawk|May 21, 2026|1 commentEU COMMISSION: FRANCE 2026 BUDGET DEFICIT SEEN AT 5.1%, GERMAN 2026 BUDGET DEFICIT SEEN AT 3.7% EU COMMISSION: EXPECTS EURO ZONE AGGREGATED BUDGET DEFICIT FOR 2026 AT 3.3%, SAME AS PREVIOUS FORECAST
Spring 2026 Economic Forecast: Slowdown in growth as energy shock drives up inflation Before the outbreak of the conflict in the Middle East, the global economy was gaining momentum. A challenging geopolitical environment and US tariff uncertainty continued to weigh on growth, but easing inflation and a robust investment cycle related to the unfolding AI revolution provided important support. The EU economy was likewise strengthening while inflationary pressures were further abating. Weak competitiveness was a source of concern and public finances required attention, but the economy also showed resilience, including a robust labour market and solid private sector balance sheets. The conflict materially changed this picture, delivering one of the most significant global energy supply disruptions in recent history—coming less than five years after the energy shock triggered by Russia’s war of aggression against Ukraine.
From @FirstSquawk|May 21, 2026|34 commentsUAE SAYS IRAN ATTEMPT TO CONTROL HORMUZ "PIPE DREAM
From @RedboxWire|May 21, 2026|8 commentsUS MESSAGE HAS REDUCED GAPS TO AN EXTENT: IRAN'S ISNA
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From @LiveSquawk|May 21, 2026|351 comments#OOTT | Iran's Supreme Leader Has Ordered That Near-Weapons-Grade Uranium Must Stay In Iran – RTRS Cites Two Senior Iranian Sources - Directive Reflects Consensus Among Iranian Establishment *(IR) Reportedly Iran's Supreme Leader has issued a directive that the country's near-weapons-grade uranium should not be sent abroad - press - The two sides have started to narrow some gaps, but deeper splits remain over Tehran's nuclear programme — including the fate of its…
Supreme Leader says enriched uranium must stay in Iran, Iranian sources say Iran's Supreme Leader has issued a directive that the country's near-weapons-grade uranium should not be sent abroad, two senior Iranian sources said, hardening Tehran's stance on one of the main U.S. demands ?at peace talks. Ayatollah Mojtaba Khamenei's order could further frustrate U.S. President Donald Trump and complicate talks on ending the U.S.-Israeli war on Iran. Israeli officials have told Reuters that Trump has assured Israel that Iran's stockpile of highly enriched uranium, needed to make an atomic weapon, will be sent out of Iran and that any peace deal must include a clause on this. Israeli Prime Minister Benjamin Netanyahu has said he will not consider the war over until enriched uranium is removed from Iran, Tehran ends its support for proxy militias, and its ballistic missile capabilities are eliminated. "The Supreme Leader’s directive, and the consensus within the establishment, is that the stockpile ?of enriched uranium should not leave the country,” said one of the two Iranian sources, who spoke on condition of anonymity because of the sensitivity of the matter.
From vocal.media|May 21, 2026People love simple explanations for gold prices. If inflation rises, gold should rise. If the economy weakens, gold should rise. If governments print too much money, gold should ...
From globalnews.ca|May 21, 2026Two Canadian steel companies have agreed to pay $19 million to resolve allegations they knowingly failed to pay proper duties on flat-rolled steel manufactured in Europe and Asia, ...
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- May 21, 2026 5:00am Posted byTechnical Analysis142
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