With inflation still a topic of debate, how are others positioning their portfolios for potential renewed inflation? Is gold still the primary inflation hedge, or are other assets gaining favor? Real assets vs. nominal assets discussion.
Noticing the clear divergence today: Gold ($XAUUSD) up 0.73% while WTI ($WTI) is down over 2%. Usually, in periods of market uncertainty, both can move in tandem as safe-haven/inflation hedges. Any thoughts on what's driving this specific decoupling? Could be a factor of differing demand outlooks or purely short-term flow.
Tracking nickel's supply side, particularly the Indonesian output for EV batteries. The pace of new capacity coming online is significant. Are we headed for a sustained surplus, or will demand from the EV transition absorb it faster than current projections?