Gold & rates: A new reality - KITCO
Source: KITCO
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DW NOTE
The 10-year is at 4.68% with gold down 17% from January. That simultaneity isn't an anomaly — it's the new baseline. Real rates have turned positive while the Strait stays shut and inflation runs hot. Gold holders who expected $6,000 on rate cuts learned that central banks don't cut into supply shocks, they validate them with higher borrowing costs.
For the first four months of the war between the United States and Israel and Iran, oil traders remained largely bearish. The overwhelming expectation was that the war would end soon—even as July rolled around—and oil flows out of Hormuz would recover. Instead, the world is slipping into a fuel shor
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