FinancialJuice: Fed's Musalem: all sectors report higher aluminum, helium and other input costs will be disruptive

Fed official Musalem warned that rising costs for aluminum and helium are disrupting all sectors, which is likely to keep inflation high and delay expected rate cuts over the next few days. This pushes bond yields up and strengthens the dollar, making gold (XAUUSD) more expensive for overseas buyers and likely to fall. At the same time, companies holding back on hiring signals a softer labor market, which could eventually ease wage pressures—but for now, the stagflationary mix is likely to hurt stocks (SPY). If you're watching gold, keep an eye on XAUUSD this week.