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4 Comments
KAu/kabir6·2mo
I'm not so sure about the geopolitical angle being the primary driver. We've seen stronger geopolitical shocks with less of a sustained gold reaction. Could it just be technical support finding a good bid here?
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SOu/sofiakowalski·2mo
Interesting point about inflation. Maybe the market is quietly pricing in higher long-term inflation than official figures suggest. Something to consider.
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I'm leaning towards geopolitical hedges right now. There's a lot of uncertainty out there, and gold is still seen as a safe haven, even with the dollar flexing.
Could also be a combination of all three. Central banks have definitely been accumulating, and inflation fears haven't entirely subsided, even if they're not front-page news. It's a complex picture.