#real-interest-rates

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from24/7 Wall St.
13 hours ago

GLD's $75 Billion Couldn't Shield It From the Tariff-Driven Selloff

Gold spent most of 2025 and early 2026 acting like the one asset that couldn't be rattled. Then tariff escalation shook the foundation. The SPDR Gold Trust (GLD) slipped 2.43% over the past week even as the fund sits on a 19.1% year-to-date gain and a 75.96% return over the past year. Even the most defensive trades carry risk when macro stress is broad enough.
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fromFortune
3 weeks ago

Something weird is going on with gold and interest rates, and a top Wall Street analyst sees inflation risks rewriting market logic | Fortune

The historical inverse correlation between gold prices and real interest rates has broken down since 2022, indicating investor anxiety and demand for alternative assets.
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