No More Goldilocks for Gold? Here is What Changed | ETF Trends No More Goldilocks for Gold? Here is What Changed. Gold prices have tumbled 17.2% since March 2nd while geopolitical tensions in the Middle East continue to simmer with strikes on oil infrastructure becoming an increasing threat should talks fail (see figure 1). Why isn't the safe-haven working? We have heard some say that it is because investors are selling what they can due to liquidity issues, to lock in gains, or that central bank ...

2 3 4 5 6 2021 2022 2023 2024 2025 2026 $/gallon Figure 1: Retail gasoline prices Source: AAA, J.P. Morgan Diesel Regular gasoline For the economic outlook, the simplest implication is the impact on energy prices. This is the principal reason we are revising up our CPI forecast (2026 4Q/4Q) from 3.2% to 3.4%. The impact on food and core prices is more debatable. Prices for fertilizers, which are disproportionately produced in the Persian Gulf region, are up substantially since the con- flict began. Futures ...

It's Day 27 of the war: stocks and bonds fell globally as ceasefire optimism fades given mixed messages on progress toward ending the war in Iran and growing uncertainty over Iran’s willingness to engage in talks about a ceasefire in the Middle East sent oil prices higher. Futures gapped lower just after 5am ET, when Axios reported that the Pentagon is developing military options for a “final blow” in Iran that could include ground troops.  Trump urged Iran “to get serious” before it was too late but Tehran ...

Gold (GCJ26) and silver (SIK26) futures prices were posting sharp gains near midday today, boosted by a steady-but-weaker U.S. dollar index ($DXY) and a dip in U.S. Treasury yields at mid-week. The gains come despite a “risk-on” trading day in the general marketplace that sees the stock indexes rallying on improved hopes for a de-escalation in the Middle East war. However, the situation remains very fluid. www.barchart.com www.barchart.com There’s an old trading adage that says markets can and will do a ...

The dollar index (DXY00) on Tuesday rose by +0.42%.  The dollar moved higher on Tuesday as the ongoing war with Iran drags on, boosting safe-haven demand for the dollar.  Also, Tuesday's +4% jump in crude oil prices may stoke inflation and prompt the Fed to tighten monetary policy, a supportive factor for the dollar.  The dollar added to its gains after the Mar S&P manufacturing PMI unexpectedly increased. Gains in the dollar accelerated on Tuesday amid concerns about the escalation of the Iran war.  The ...

The dollar index (DXY00) today is up by +0.38%.  The dollar is moving higher today as the ongoing war with Iran drags on, boosting safe-haven demand for the dollar.  Also, today's +3% jump in crude oil prices may stoke inflation and prompt the Fed to tighten monetary policy, a supportive factor for the dollar.  The dollar added to its gains after the Mar S&P manufacturing PMI unexpectedly increased. US Q4 nonfarm productivity was left unrevised at +1.8%, but Q4 unit labor costs were revised upward to +4. ...

The oil-driven inflation shock rippling through global markets is now forcing a sharp rethink of U.S. monetary policy, with traders rapidly shifting from rate-cut expectations to pricing in potential hikes as crude continues to surge on Middle East supply disruptions. According to Bloomberg, markets are reassessing the Federal Reserve’s path as energy-driven inflation risks intensify. Fed funds futures now indicate a 50% probability that benchmark rates will be higher by at least 25 basis points after the ...

US stocks rise as Trump delays Iran strikes, Dow Jones gain 600 points US stocks rise as Trump delays Iran strikes, Dow Jones gain 600 points Asia Pacific Author Ananthu C U Mar 23, 2026, 13:39 PM US stocks opened higher on Monday, after President Donald Trump signaled a potential de-escalation in tensions with Iran by postponing planned military strikes on key energy infrastructure. The Dow Jones Industrial Average index jumped as much as 653 points, or 1.4%, while S&P 500 rose 1.3% and Nasdaq-100 gained 1 ...

Premarket Activity and FuturesU.S. stock futures signaled a cautious start to the week on Monday, March 23rd, 2026, as investors grappled with persistent inflation data and a "higher-for-longer" interest rate narrative from the Federal Reserve. Early morning trading saw futures for the major indexes trending lower, reflecting a continuation of the volatility observed late last week. S&P 500 (SPY) futures were down approximately 0.4%, while Nasdaq 100 (QQQ) futures slipped 0.5%, led by a retreat in high-grow ...

Crude oil prices (CLJ26) remain high despite attempts to boost global supplies. The IEA last Wednesday released 400 million barrels from emergency oil stockpiles and said the war against Iran is disrupting 7.5% of global oil supply, and the conflict will cut global oil supply by 8 million bpd this month. The closure of the Strait of Hormuz, through which about a fifth of the world’s oil and natural gas flows, has choked off oil and gas flows due to Iran’s attacks on shipping in the waterway and forced Gulf ...