The other side of the coin would be if the Fed doesn't crash the stock or bond markets that inflation could build and begin to get out of hand because they AREN'T raising rates fast enough to control inflation in the economy. This would still be a good outcome for the PM's sector because investors always buy gold as a hedge against inflation.
There could be danger that if inflation starts to really take off and get out of control that this would force them to raise too quickly and crash the markets. They're going to have to walk a very fine line.
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