How will Trump 2.0 policies affect global capital markets? Bank of America Merrill Lynch lists three possible scenarios that may arise.
Bank of America Merrill Lynch believes that in the best-case scenario, the US GDP growth rate will exceed 3%, the US dollar will be slightly strong, and the gold price will be relatively low; in the worst-case scenario, aggressive tariff policies will impact global trade, exacerbate the risk of US recession, and cause a sharp decline in US stocks; in the tail risk scenario, the US economy will fall into stagflation, the US dollar will weaken across the board, and gold and cryptos will benefit.
Commodity Roundup: Gold Falls as Trump Picks Scott Bessent for Treasury, Oil Down
If inflation resurges, gold, crude oil product, and copper will likely not withstand it.
Since the usa election, gold, crude oil product, and copper have all declined. If Trump 2.0 brings inflation back, resisting inflation will not be easy.
Did Trump's major decision trigger the market? Spot gold once fell more than $60.
On Monday, the Asian session saw a huge shake-up in gold, with investors profit-taking one after another, indicating a possible shift in favor of gold sellers.
Gold will continue to shine! Goldman Sachs: it will reach 3000 dollars next year, with global central banks being the 'main driver'.
① Goldman Sachs predicts that gold prices may reach $3,000 per ounce next year, as central banks around the world continue to buy gold in large quantities; ② the firm also believes that gold is the preferred trade for combating inflation and geopolitical issues in 2025.
Weekly Outlook: PCE with minutes of the Fed meeting incoming, pay attention to important signals of gold prices.
Gold surged an astonishing $153, possibly sending an important price signal, stubborn inflation is expected to strengthen the Fed's "slowdown" policy, the US dollar remains unstoppable; the US stock market has not reached its call limit, speculating that Trump will not let the stock market fall.
As risk aversion intensifies, gold has risen above the $2,700 mark again.
Recently, gold futures have recorded the largest weekly increase since March 2023, ending three consecutive weeks of decline.
Gold Scores Strongest Weekly Gain Since March 2023, but Base Metals Struggle
The gold price has returned to $2700, and China Construction Bank continues to raise the entry threshold for individual gold rsp, conservative and cautious customers will no longer be able to invest in this product.
On the evening of November 22, China Construction Bank Corporation announced that starting from tomorrow, it will adjust the risk rating of the Easy Gold (physical gold rsp) product to 'medium risk.' Conservative and cautious customers will not be able to carry out the aforementioned 'Easy Gold' corresponding trades.
Spot gold briefly rose above the $2,700 mark as the escalating conflict between Russia and Ukraine highlighted the appeal of safe-haven assets.
① The spot gold price is expected to achieve the largest weekly increase in over a year this week, reaching a daily high of $2700.21 per ounce; ② The situation between Russia and Ukraine has become complicated, with Russia testing a "new type of medium-range hypersonic missile"; ③ Global central bank bids have driven gold prices to rise more than 30% since the beginning of the year.
Is the "grass-eating" trend coming to an end? Gold is expected to have the most "bullish" week in a year.
The tense geopolitical situation has once again boosted, and the road to new highs for gold may not be over yet.
Bitcoin hits a new high, racing toward 0.1 million dollars! The asset management scale of bitcoin etf is expected to surpass that of gold etf.
① As bitcoin continues to reach new highs and approaches the $0.1 million mark, the asset management scale (AUM) of us etfs directly investing in bitcoin surpassed $100 billion for the first time this Thursday; ② This also brings us cryptocurrency investors closer to achieving a long-awaited goal: for the asset management scale of bitcoin etfs in the usa to exceed that of gold etfs.
Zheshang: Why can gold still be bought?
The prospects of "expansive fiscal policy + re-inflation" are becoming clearer, the trend of deteriorating dollar credit is difficult to reverse, and central bank demand for gold is expected to continue to strengthen, thus driving a long-term bull market for gold. In the future, we may see a long-term decoupling of real interest rates, the usd, and gold.
Gold prices have regained upward momentum! Is there still upward potential in the market? How should gold retail brands respond? | Industry dynamics
① After six consecutive declines in spot gold prices, which created the largest weekly drop in three years, this week it regained its upward momentum; ② The listing prices of pure gold trinkets in most domestic brand gold stores are once again nearing 800 yuan per gram, and high gold prices have weakened consumer enthusiasm for purchasing gold; ③ Chow Tai Seng jewellery adopts a strategy to increase low average transaction price and emphasize strong design products; Chow Tai Fook has launched differentiated product series such as Chuanfu and the Palace Museum, which has boosted sales.
Is the turning point of gold and US stocks approaching? Keep a close eye on this important time node!
Analysts point out that historically, after elections, the timing of the US stock market cooling down and the gold rebound is the same. The most likely failed type of 'Trump trade' today is......
Commodity experts predict that gold will soar to a historic high next year!
Analysts indicate that Trump's policies and goals are contradictory, which will create uncertainty and lead investors to flock to defensive assets such as gold.
Gold will continue to shine! Commodity experts: Gold prices will hit new highs repeatedly in the first year of "Trump 2.0"!
①csi commodity equity index expert Jeffrey Christian expects the price of gold to reach a new historical high by the end of January next year, as significant uncertainty in the "Trump 2.0" policy will lead investors to flock to gold and other defensive assets for safety. ②He believes that the recent decline in gold prices may be due to some investors taking profits.
Gold sees a big pullback again. Those who bought etf can't sit still and are leaving. Can I still buy this dip?
① Gold has recently experienced a significant correction, and many investors are choosing to exit the market; ② As gold prices correct, the net value of many gold-related funds has also fallen; however, there are still 19 funds whose net value has risen over 20% this year; ③ Institutions believe that the long-term driving force for gold remains unchanged.
Jim Cramer Likes Devon Energy, But Calls Another Stock 'Far Superior'
Can gold still rise? ubs group: There will be a new high in 2025, but the increase will not be as strong as this year.
UBS Group expects that in the short term, gold prices will mainly consolidate with fluctuations, but diversified demand and risk aversion will continue to support the rise in gold prices. It is expected that the price will hit a historical high in 2025, with a year-end target price of $2900 per ounce, and the upward momentum may slow down compared to this year.