Why Gold Is Falling Even as Inflation Stays Sticky

Episode 60 of The Commodities Economy breaks down the perplexing 3.7% weekly drop in gold futures to 4,170, even as May CPI came in at 334.0 and core inflation remains elevated. Lucas and Luna explore three drivers: the U.S.-Iran accord reducing geopolitical risk, rising real yields on the ten-year Treasury, and the rotation out of safe havens into risk assets like coffee and cotton. They also discuss what gold's divergence from inflation means for portfolio strategy. Plus, a brief word on listener support. #GoldCrash #Inflation #CPI #Commodities #PreciousMetals #Gold #RealYields #IranAccord #GeopoliticalRisk #SafeHaven #PortfolioStrategy #TreasuryYields #CoffeeFutures #CottonFutures #MarketRotation #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo