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Wealthion · Tuesday, August 4, 2026

Commodity Prices Linked to Interest Rates and Gold, Says Felder

Jesse Felder observes that the strong move in gold prices over the past 18-24 months is a leading indicator for other commodities, which in turn lead interest rates. He believes technical indicators have long suggested that the 10-year yield is too low and is likely to break out to the upside.

personJesse Felder

The tape

2 quotes
So, you know, the strong move in the gold price that we've seen over the last 18 months, two years, is usually a really good leading indicator for the rest of the commodity space, which is a good leading indicator for interest rates, right?
Jesse Felder
So, you know, there are a lot of those kind of technical indicators that have suggested that the tenure yield is too low, it's going to break out to the upside for quite some time now.
Jesse Felder
Heard on Wealthion — “Treasury Yields Could Break the AI Boom, published Tuesday, August 4, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.05
Commodity Prices Linked to Interest Rates and Gold, Says Felder — Heardvine