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<p>In August, investors poured roughly $18 billion into gold ETFs, the second-largest monthly inflow in history, driving global holdings to an all-time record. North American buying alone exploded from a sleepy $71 million in July to $7.7 billion in August, a 108-fold surge. Then, weeks later, the Federal Reserve hiked interest rates and signaled more tightening ahead. With much in flux, where does that leave gold?</p>
Higher-for-longer rates are reshaping bullion's investment case
The bigger risk is what the Fed does next
With Treasuries sinking and the dollar falling this year, Bitcoin and gold are again being touted as hedges against currency debasement.
If the Fed chief opts against raising rates, the market may fear that politics is guiding his thinking. That could lift gold.
Investors' dreaded enemy — inflation — is already hovering around 3.4%. That's the highest level in years. What's the solution?
<p>The 30-year Treasury yield recently hit 5.33%, a 19-year high, before Treasury intervention. Meanwhile the national debt is closing in on $40 trillion with the federal deficit on track to top $2 trillion this fiscal year. It’s a reality that's actively reshaping which ETFs win and which get punished. Here's how America's debt reality is hitting the ETF market right now.</p>
Cooling inflation is easing Fed rate-hike fears, creating a favorable backdrop for growth, emerging-market, Asian and gold ETFs.
South Korea’s central bank bought gold-related assets for the first time in 13 years, joining global reserve managers turning to the precious metal as a hedge against geopolitical and economic uncertainty.
One inflation print could decide whether the rally continues
BNP Paribas Wealth Management just handed clients a gold target that would stun most investors, and the bank says two converging forces make it more realistic than it sounds.
Falling inflation fears revived demand for non-yielding assets
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