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Gold performs like nothing else in the commodity complex – WGC’s De Pessemier - KITCO

Source: KITCO

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DW NOTE

The WGC can call gold's performance distinctive, but the numbers say something sharper: gold is down 17% from its January peak while silver has collapsed 44.5% from its high. That's not decorrelated strength — that's the only safe haven left standing after a liquidation wave that destroyed everything else in the commodity complex. When the Strait of Hormuz closes and oil falls 23% from peak, gold holding $4,414 isn't performance, it's the last exit before Treasury yields at 4.68% force everyone back into dollars.

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Gold performs like nothing else in the commodity complex – WGC’s De Pessemier - KITCO

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