Gold bugs spend $180 million betting all's clear for metal as bond yields stall - CNBC

Gold bugs spend $180 million betting all's clear for metal as bond yields stall - CNBC

Source: CNBC

DW NOTE

Gold inflows of $180 million signal positioning for inflation protection while bond yields plateau — but the Fed is still printing at 3.5% with the deficit running $1.4 trillion through nine months and Hormuz negotiations buying time, not solving the underlying fiscal problem. If real rates stay negative and the dollar resumes weakening, gold bugs won't need bond yields to cooperate.

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