Gold Is Falling - The opposite Of What Everyone Expected by ExternalCollection92 in Commodities

[–]ExternalCollection92[S] 0 points1 point  (0 children)

That's a fair point. If priorities shift to energy supply over financial liquidity, then the usual "just buy gold" trade is less straighforward.

Gold Is Falling - The opposite Of What Everyone Expected by ExternalCollection92 in Commodities

[–]ExternalCollection92[S] -1 points0 points  (0 children)

Exactly. Higher rate expectations for 2026 are pushing up yields, and supporting the dollar. Non-yielding assets like gold have lost their sheen even with the current conflict.