Inflation Persists, but Markets Keep Defying Gravity

U.S. inflation persists despite hopes for a Fed rate cut. Rising bond yields, tightening credit conditions, and the AI sector’s financing needs could weaken the stock markets, while gold is regaining its role as a safe-haven asset.

Gold impact rationale

Rising rate-cut or dovish expectations reduce gold's opportunity cost.

• Source: GoldBroker RSS
• 2026-11-13
• rates

Topics: gold news, gold price impact, rates