Valerie Noel 5.0 1 idea

"We still like gold and commodities for the moment... It's a liquid edge. For the moment we can see the gold either in favor versus maybe dollars." In an environment of heightened geopolitical risk, potential inflation from energy shocks, and uncertainty around whether central banks will hike or cut rates, investors will seek liquid safe-haven assets that are not tied to fiat currency depreciation or corporate earnings volatility. LONG. Central banks hike rates aggressively to fight inflation, strengthening the dollar and increasing the opportunity cost of holding non-yielding assets like gold.