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INFLATION REGIMES, HONESTLY · A DATA-DRIVEN OVERVIEW

What actually protects your purchasing power?

0 years·0 regimes

1 question: what beats inflation, and when?

“Inflation hedge” is regime-specific, not a property of an asset. Gold beats stocks only once inflation is moderate and rising; in calm, low inflation stocks are the better real engine. We measure every asset after inflation, regime by regime, and show where the famous “gold protects you” story holds — and where it breaks.

Built from 55 years of monthly history (1971 → mid-2026), every return measured in purchasing-power terms — after inflation. Stocks, gold, home prices, the dollar, oil and Treasuries, cut into inflation regimes by how fast prices were rising. We sell no predictions. The job is to separate what the data supports from the “gold is a hedge” cliché. Observation, not advice.

CUTTING HISTORY INTO INFLATION REGIMES

First, sort 55 years by how fast prices were rising.

“Does gold hedge inflation?” has no single answer because there is no single inflation. Some years prices barely move; some years they fall; some years they run hot. So before asking what protects you, we cut the past 55 years into four regimes by how fast consumer prices were rising: prices falling (deflation), low (under 2.5% a year), moderate (2.5–4%), and high (4% or more).

The cuts are simple, fixed, and chosen up front — not tuned to make any asset look good. Everything that follows reads this timeline: pick a regime, then ask which assets grew your purchasing power inside it.

Note: the era is 1971 onward, since the US dollar left the gold standard and gold, oil and currencies began trading on open markets.

overview

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Inflation is not one weather pattern but several. It peaked near 15% in the 1970s and again near 9% in 2022, sat quietly under 2% for much of the 1990s and 2010s, and even dipped below zero around 2009 and 2015. Today it sits at about 3.9% and rising — back on the moderate/high boundary.
PART 1 — WHAT PROTECTS, REGIME BY REGIME

The diagonal is the whole thesis.

Lay the six assets against the four regimes and a pattern jumps out. In calm, low inflation stocks are the runaway winner: about +13% a year after inflation. As inflation heats up, stocks fade and gold and oiltake over. Read the matrix on the diagonal — bright in the bottom-left for stocks, bright in the top-right for gold and oil.

That diagonal is the honest version of “inflation hedge.” No single asset protects everywhere. Protection is something a regime confers, not a fixed property an asset carries around. Home prices and the dollar, notably, barely protect in real terms in any hot regime.

regime_asset_heatmap

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Stocks lead by a mile in low inflation (+13% after inflation) but fade to +4% when inflation runs hot. Gold does the reverse — weakest in low inflation (+5%), strongest in moderate (+10%). Oil is a hot-inflation specialist; home prices and the dollar protect almost nowhere. The brightest cell for each asset sits in a different regime.

gold_vs_stocks_spread

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Gold’s edge over stocks climbs straight up the inflation scale: it trails stocks by about 8 points in low inflation, then pulls ahead by 2–3 points once inflation is moderate or hotter. The bar crosses zero right at the moderate boundary — that crossing is the single cleanest “when does gold beat stocks” picture in the report.
PART 2 — BUT THE HOT EPISODES DISAGREE

The two big inflations picked different winners.

“Gold wins in hot inflation” rests on a tiny number of real events. There have been essentially two major inflations in this era: the 1970s Great Inflation and the 2021–23 post-COVID spike. They disagree about what protected you.

In the 1970s gold was the clear hero (+17% a year after inflation) while stocks were dead money. In 2021–23 it flipped: stocks edged gold, and the inflation was brief enough that almost everything held its value. One law, two episodes, opposite winners.

THE TWO HOT EPISODES, GOLD VS STOCKS (AFTER INFLATION)
+0%Gold per year — 1970s Great Inflation (its finest hour)
+0.0%Stocks per year — 1970s, dead money in real terms
+0.0%Stocks per year — 2021–23, the winner this time
+0.0%Gold per year — 2021–23, edged out by stocks

episode_head_to_head

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Same regime — hot inflation — opposite outcomes. The 1970s made gold’s reputation; 2021–23 quietly undercut it. With only two hot episodes to learn from, the gold-beats-stocks pattern is a tilt, not a law you can lean on.

protection_hitrate

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Even inside its best regime, gold beat inflation only about 48% of the time over the following year — worse than a coin flip. Its hot-inflation average is propped up by a few enormous months (1979, 2011) and dragged down by the brutal 1980–82 crash. The protection is real but it arrives in rare bursts, not on a reliable schedule.
PART 3 — HOW ROBUST IS THIS?

Move the line for 'hot' and see what holds.

A pattern that only appears at one arbitrary cutoff is a mirage. So we move the line. Instead of fixing “hot” at 4% a year, try requiring it to be hotter and hotter — 3%, then 4%, 5%, 6%+ — and watch what happens to gold and stocks.

They move in opposite directions. As the bar rises, gold’s average after-inflation return climbs and stocks’ falls. The hotter you insist inflation must be, the more it’s gold’s game and the weaker stocks’ real tailwind. The ranking — gold over stocks in hot inflation — holds at every cutoff, so it isn’t an artifact of where we drew the line.

threshold_sensitivity

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Diverging slopes: gold runs from about +8% (3%+ inflation) up toward +9% (6%+), while stocks slide from +5% down toward +3–4%. The gold-beats-stocks gap doesn’t depend on a lucky threshold — it widens as the regime gets hotter. That’s the strongest robustness signal in the study.
WHERE WE ARE NOW · JUNE 2026

Back on the boundary.

This is not advice to buy or sell anything. It is a map of what protected purchasing power in each inflation regime — and a read on which regime we just re-entered. Observation, not advice.

inflation_now

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After cooling to about 2.4% in early 2026, inflation has turned back up to roughly 3.9% and is rising — sitting on the moderate/high boundary. That’s the part of the cycle where gold’s relative case is historically strongest and stocks’ real-return tailwind is weakest. The inflation-adjusted 10-year Treasury yield is a thin +0.6%.
The cut

Inflation isn't one weather pattern. We sort 55 years into four regimes by how fast prices rose — deflation, low, moderate, high — and ask what protected purchasing power inside each.

What protects

It's regime-specific. Stocks are the best real engine in calm, low inflation (+13%/yr after inflation). Gold and oil take over once inflation runs hot. Home prices and the dollar barely protect in real terms anywhere.

Gold vs stocks

Gold only out-earns stocks once inflation is moderate or hotter — it trails by ~8 points in low inflation, leads by 2–3 once it heats up. 'Buy gold to beat inflation' is half right: right in hot regimes, wrong the rest of the time.

The asterisk

The two big hot episodes disagree. In the 1970s gold won huge and stocks were dead money; in 2021–23 stocks edged gold. Even in hot inflation gold beats inflation only ~48% of the time. Treat it as a tilt, not a law.

Where we are

June 2026: inflation ~3.9% and rising, on the moderate/high boundary. The matrix tilts toward gold's relative case and the weakest stock real tailwind — but on a handful of episodes, so it's a lean, not a certainty.

LIMITATIONS — READ THESE
  • Few distinct hot episodes. 'High inflation' spans ~221 months but really only ~3 episodes (the 1970s dominate); the deflation column is essentially 2009 plus 2015. Treat each regime as a handful of events, not hundreds of independent draws.
  • The two hot episodes we can name cleanly — the 1970s and 2021–23 — disagree on the winner. The gold edge is directional, not a reliable monthly law.
  • The era is 1971 onward, since the dollar left the gold standard. Gold and oil before then were a fixed peg / administered price, not market prices, so they're excluded.
  • The 10-year Treasury figure is its carry — the average inflation-adjusted yield locked in — not a duration-aware total return, so it understates 2022's bond losses. Read it as carry, not profit-and-loss.
  • Returns are measured after inflation (purchasing power); 'beat inflation' means you came out ahead of rising prices. Oil is a spot-price hedge ignoring the cost of rolling futures.
  • Descriptive, not predictive. This is a record of what happened in each regime, not a forecast of what any asset will do next.

Descriptive research, not financial advice. Every asset here — gold included — has lost ground to inflation for years at a stretch in this dataset.

Appendix — every chart & how it was built →