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Gold Just Dropped 3% and Here's Why

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ticker lesson

Breakdown

0:00Gold· ticker

Gold — down 3% as real yields slam

  • Gold down over 3%
  • Real yields slamming gold
  • Brent jumps back above 107
  • US Iran diplomacy stalls
0:01Brent· ticker

Brent — jumps back above 107

  • Brent jumps back above 107
  • US Iran diplomacy stalls
0:02Stocks· ticker

Stocks — lose inflation hedge advantage

  • Stocks lose inflation hedge advantage
  • Real yields push higher
  • Nominal earnings can't keep pace
0:03Fed· ticker

Fed — restarted hiking cycle

  • Fed restarted hiking cycle
  • 70% chance of hike in October
  • Raising policy cost for yieldless assets

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