Amid escalating geopolitical tensions, capital is flooding into hard assets. Gold (XAU) has broken the all-time high of $4,560 per ounce, while silver (XAG) has surged above $84 per ounce. Meanwhile, the US Dollar Index (DXY) has fallen to 98.53. Analysts point out that this diverges from historical patterns, as the US dollar has typically strengthened during crises, indicating a possible shift in market perception of safe-haven assets. Observers like Dario from Synnax note that silver futures are in a futures premium, suggesting that companies are hedging against future supply shortages and reflecting real economic demand. Senior investors believe this rally represents a delayed re-evaluation of market risk pricing and a generational shift in valuation methods.
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Amid escalating geopolitical tensions, capital is flooding into hard assets. Gold (XAU) has broken the all-time high of $4,560 per ounce, while silver (XAG) has surged above $84 per ounce. Meanwhile, the US Dollar Index (DXY) has fallen to 98.53. Analysts point out that this diverges from historical patterns, as the US dollar has typically strengthened during crises, indicating a possible shift in market perception of safe-haven assets. Observers like Dario from Synnax note that silver futures are in a futures premium, suggesting that companies are hedging against future supply shortages and reflecting real economic demand. Senior investors believe this rally represents a delayed re-evaluation of market risk pricing and a generational shift in valuation methods.