Now that we have war why arent we seeing spikes PM,S ?

Wars are bad for trade and GDP growth. This war might also be inflationary.

If inflation is coming, then the Fed won't be cutting rates, they might be neutral or even HIKING rates.

That's bad for gold and PMs and why gold fell $200 in one day this past week.

 

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Last Friday I saw the change to the future yield curves. It went from predicting at least one cut to maybe 2 cuts in 2026 to predicting at least one increase in 2026.

 

Yup....a few weeks/months ago we were looking at 2 cuts, only the timing in question.