Topic file

Inflation

Analysis connected to inflation and the forces around it.

What a quiet gold market can reveal about real rates, risk, and the cost of waiting.

Ufuk Gedikoglu

The dual identity of silver makes its price action a useful, if noisy, macro cross-check.

Ufuk Gedikoglu

Energy prices connect geopolitics, household budgets, and the inflation outlook in one market.

Ufuk Gedikoglu