#PostonTradFi
*Gold vs. Equities: Where’s the Money Rotating?*
Gold has cooled off after hitting all-time highs last month, dropping nearly 6% in two weeks. At the same time, US tech stocks are facing selling pressure as investors reassess rate expectations.
This feels like classic risk rotation. When uncertainty spikes, capital flows into gold. When sentiment stabilizes, it shifts back to equities and growth assets.
Right now, commodities are swinging and macro data is mixed. For me, this is a sign to watch Fed commentary closely. A single statement on inflation could flip the momentum again.What are you watching in the global markets this week? Gold bounce back, or tech recovery?