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David Lin on Gold's Inflation Myth, Chinese Market Volatility, and the Impact of Geopolitical Tensions

Lead-Lag Live

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Gold Prices and Geopolitical Dynamics

This chapter explores the intricate relationship between geopolitical events and gold prices, particularly in light of the Ukraine conflict. It examines the factors influencing gold's value, including inflation and real interest rates, while challenging its reliability as an inflation hedge. Additionally, the discussion reflects on recent labor market trends and the shifting sentiments among market analysts regarding the economic outlook.

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