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Jared Dillian: Sentiment Is Still Really, Really Bad
Forward Guidance
Gold's Potential for Inflation
The next big catalyst is May 3rd, the Fed meeting. I think if the Fed indicates that it's going to pause, then there's a pretty good chance we're going to break through the highs and gold. My base case is 25 basis points hike in May. And then that's it for this hiking cycle. That's pretty much what the market's pricing in right now. Yeah. It has a very weak correlation to inflation on a daily, weekly, monthly, yearly basis on a 10 or 20 year basis.
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