Post

Perplexity Finance
Perplexity Finance@PPLXfinance·
Why are gold and oil diverging right now? Since the Iran conflict began on February 28, Brent crude has surged +40.7% to $108/bbl. Gold, the asset you're supposed to own during a war, has crashed -22.3% from its all-time high of $5,589 to below $4,383. That's a combined -$3.5 TRILLION wipeout across gold and silver in 3 weeks. A stronger US dollar, surging 10Y yields at 4.40% (+45 bps in 3 weeks), and forced liquidations by leveraged paper traders created the largest safe-haven correlation breakdown in decades. Goldman now sees headline PCE peaking at 4.5% this spring. They've pushed their first rate cut to September and raised recession odds to 25%. The Iran war isn't just an energy shock. It's a full-spectrum macro repricing.
Perplexity Finance tweet media
English
8
29
212
33.3K
Cryptonary
Cryptonary@cryptonary·
@PPLXfinance You mapped the divergence. Here’s the punchline: the capital leaving gold isn’t sitting in cash. $460M entered Bitcoin ETFs on the same day $2.9B left GLD. The correlation didn’t break. It found a new destination.
English
0
0
0
65
tech savvie
tech savvie@AICostLedger·
@PPLXfinance Perplexity Finance is the only tool that actually connects these macro dots in real-time. 10/10 ngl
English
0
0
0
15
Sir Donald Evans.
Sir Donald Evans.@SirDonaldEvans·
@PPLXfinance this ai is out-researching every legacy desk. They’re calling out the gold/oil divergence while everyone else is still reading yesterday’s news. The data on that $3.5T wipeout is 10/10.
English
0
0
0
14
Paylaş