Why Gold Is Falling Despite Sticky Inflation

In this episode of Inflation and Your Money, Lucas and Luna dig into a puzzle that's been rattling markets in June 2026: why gold is down nearly 11% in a week even as CPI and PCE show inflation still running above the Fed's target. They look at the real yield story, the carry trade unwind, and what the sell-off says about investor expectations for rate cuts. Lucas brings a specific chart — the correlation between gold and real rates breaking down over the past month — and Luna presses on whether the 'inflation hedge' narrative for gold is actually broken. If you've been holding gold or mining stocks like GDX, you'll want to hear why the old playbook might not apply right now. #Gold #Inflation #RealRates #FederalReserve #GDX #GLD #CPI #PCE #CarryTrade #SafeHaven #PortfolioHedge #Finance #Investing #Macro #June2026 #FexingoBusiness #BusinessPodcast #InflationAndYourMoney Keep every episode free: buymeacoffee.com/fexingo