Gold’s $18 Billion in ETF Buying Means Inflation Isn’t the Whole Story
Why now
Thesis: Gold demand broadening beyond inflation trade
Catalyst to watch: Continued ETF inflows or Fed pivot
Main risk: Yield surge reverses ETF flows
Why it matters
Heavy ETF inflows suggest demand beyond inflation hedging, implying broader portfolio and geopolitical motives.
Sources
- googlenews · news.google.com · 2026-09-28 18:09 UTC