The Gold-Oil Divergence Explained
The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material MarketsShow Notes
Lucas and Luna dissect the widening gap between oil prices holding near one hundred dollars and gold surging past four thousand four hundred dollars. With core PCE inflation stuck at thirteen zero seven, they explore why investors are hedging against both energy shocks and currency debasement simultaneously. This episode breaks down the mechanics of this dual hedge and what it signals for consumer sentiment in late September twenty twenty six.
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