The Gold Crash Defying Inflation Logic episode artwork

EPISODE · Jun 11, 2026 · 6 MIN

The Gold Crash Defying Inflation Logic

from The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets · host Fexingo

Gold has plunged to a six-month low even as inflation expectations rise. In this episode, Lucas and Luna dissect the disconnect between bullion and breakeven rates, exploring why the classic inflation hedge is failing. They break down the role of rising real yields, dollar strength, and shifting Fed expectations, using the latest CPI and breakeven data. Lucas brings historical context from 2013's taper tantrum, while Luna questions whether gold's role as a portfolio diversifier is broken for good. The hosts also examine what this means for commodity investors and whether copper offers a better read on inflation. A focused, data-rich conversation for anyone trying to make sense of today's commodity markets. #Gold #Inflation #RealYields #FederalReserve #CPI #BreakevenInflation #DollarStrength #Commodities #PreciousMetals #Copper #TaperTantrum #PortfolioDiversification #Economics #FexingoBusiness #BusinessPodcast #GoldCrash #SafeHaven #Macro Keep every episode free: buymeacoffee.com/fexingo

Gold has plunged to a six-month low even as inflation expectations rise. In this episode, Lucas and Luna dissect the disconnect between bullion and breakeven rates, exploring why the classic inflation hedge is failing. They break down the role of rising real yields, dollar strength, and shifting Fed expectations, using the latest CPI and breakeven data. Lucas brings historical context from 2013's taper tantrum, while Luna questions whether gold's role as a portfolio diversifier is broken for good. The hosts also examine what this means for commodity investors and whether copper offers a better read on inflation. A focused, data-rich conversation for anyone trying to make sense of today's commodity markets. #Gold #Inflation #RealYields #FederalReserve #CPI #BreakevenInflation #DollarStrength #Commodities #PreciousMetals #Copper #TaperTantrum #PortfolioDiversification #Economics #FexingoBusiness #BusinessPodcast #GoldCrash #SafeHaven #Macro Keep every episode free: buymeacoffee.com/fexingo

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The Gold Crash Defying Inflation Logic

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How long is this episode of The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets?

This episode is 6 minutes long.

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This episode was published on June 11, 2026.

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Gold has plunged to a six-month low even as inflation expectations rise. In this episode, Lucas and Luna dissect the disconnect between bullion and breakeven rates, exploring why the classic inflation hedge is failing. They break down the role of...

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