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Gold Remains Resilient as Fed Faces Tough Choices

Gold prices remain near recent highs despite a slight dip, as investors grow concerned about the U.S. economy slipping into stagflation—a troubling mix of stagnant growth and rising inflation.

A disappointing jobs report and weakening service-sector data have increased expectations that the Federal Reserve may soon cut interest rates.

With real yields falling and economic uncertainty rising, gold’s appeal as a safe-haven and inflation hedge continues to grow. For now, the outlook for gold remains bullish, especially if the Fed shifts to a more dovish stance.

A balance scale with gold bars on one side and paper currency on the other, representing the shift in who owns US debt.
Articles

Who Owns US Debt? Central Banks Own Less Than You Think

Foreign central banks’ share of foreign-held US Treasuries has fallen from two-thirds in 2014 to 41% today. But their dollar holdings barely dropped. The market around them tripled instead, and the gap was filled by leveraged private trades, not other governments. Here’s the mechanism, and where the real reserve money went.

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