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Gold: Inflation Re-ignition is Coming
Do Not Add to Longs Here
Market Analysis:
Gold: Inflation Re-ignition is Coming
“Gold is rising not because rates will fall, but because they are expected to fall too soon.”
Fed Pivot Spurs Gold Rally, Markets Eye September Data
The Fed’s Jackson Hole pivot away from FAIT marked a shift toward prioritizing employment, effectively tolerating higher inflation. Gold and silver rallied as markets priced in cuts of 25–50 basis points, though rising long-term yields signal deeper inflation concerns. India’s Treasury sales and gold buying, alongside BRICS ties, reinforce bullion demand. With key payrolls and CPI data ahead, the Fed’s September 17 decision looms as the catalyst for the next move.
Full analysis in Premium Post: Gold: Inflation Re-ignition is Coming
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Data on Deck: Unemployment
MONDAY, SEPT. 1 Labor Day holiday
TUESDAY, SEPT. 2 PMI
WEDNESDAY, SEPT. 39 Job openings, Fed Beige Book
THURSDAY, SEPT. 4 PMI and speakers
FRIDAY, SEPT. 5 U.S. employment report Aug.75,000 73,000, US unemployment rate Aug.4.3%4.2%1
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