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bullish
Gold Anomaly
SUMMARY
- Gold Anomaly As Warren Pies wrote in a post last week, the current performance of Gold is really an anomaly, both plotted against TIPS and the USD-Index.
- This anomaly once again highlights the importance of thinking of gold as a liquidity hedge - it is not primarily an inflation hedge or always highly correlated with the USD or inflation expectations.
- Warren wrote that 2024 (and also currently) is the fifth calendar year with positive 10y TIPS yields and positive gold returns (2005, 2006, 2008, 2023).
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