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FOMC Alerts

Why Is Gold Falling When Inflation Is Hot? Real Yield

Posted on October 30, 2026 by Ernie Varitimos
Why is gold falling? Real yield drove 91 of the 10-year's 101bp rise since Feb. 27; CPI 3.7%, gold off Jan. peak.

Why is gold falling with CPI at 3.7%? Real yields explain 2026, not every week. The four-step chain, the data, and what it means for 0DTE.

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Posted in FOMC Alerts  |  Tagged 0DTE, breakevens, Fed, gold, Inflation, real yields, TIPS Leave a comment
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