Is there a turning point in the Russia-Ukraine war? Putin: Willing to meet with Trump to discuss matters of mutual interest!
① Russian President Putin expressed willingness to meet with USA President Trump to discuss common Topics including the Russia-Ukraine conflict, and stated he is aware of Trump's declaration of willingness to cooperate and holds an open attitude towards collaboration. ② Trump threatened that if Russia does not end the war, new sanctions will be implemented, to which Putin responded that he does not wish for USA sanctions, advocates for talks based on reality, and emphasized that excessively high or low oil prices are unfavorable for both countries.
Gold remains at a high level, and the decline in oil prices seems unstoppable: how does the market interpret the Trump effect?
Has the rise of Gold slowed down due to a technical correction or a fundamental turning point? Oil prices have fallen for five consecutive days, and the market is waiting for further guidance on Trump's policies...
Validate the determination of Gold bulls: Goldman Sachs traders discuss the resilience of Gold.
Despite the strengthening of the US dollar and real interest rates at the beginning of January, the Bid for Gold Futures continues to accelerate.
Hong Kong stocks issued "Chinese New Year red envelopes"! The technology index has risen for six consecutive days, with the strongest component stocks increasing nearly 28%! What is the outlook for the future market?
According to the Statistics, as of January 17, the net Inflow of southbound funds into Hong Kong stocks this year has reached 107.421 billion Hong Kong dollars. In 2024, the Inflow of southbound funds is only 744 billion Hong Kong dollars. Clearly, southbound funds are aggressively bottom-fishing for Hong Kong Assets.
In November, 43 tons of Gold were purchased in a buying frenzy! Goldman Sachs revealed a "mysterious Gold buyer": an anonymous central bank circumventing the Swiss Franc.
Goldman Sachs estimates that in November last year, the central banks and Institutions' over-the-counter Gold Bid reached 117 tons, far exceeding the expected 46 tons. Among them, an anonymous central bank purchased 43 tons of Gold through Swiss Franc channels, second only to China's central bank's 50 tons of Bid.
How will the U.S. stock market, Gold, Crude Oil Product, and the U.S. dollar move in the first hundred days of Trump 2.0?
Certain asset classes like Gold may be able to replicate the performance of Donald Trump 1.0 during the first 100 days in the short term, but there are many differences worth noting...
If Trump fulfills his promises after taking office, Gold may challenge $2,800.
Analysts are excited about the upward potential of Gold, which has been adjusting for the past two months, "now the market has accumulated a lot of energy."
Goldman Sachs released a tariff forecast: the possibility of the USA imposing a 10% tariff on Copper in Q1 is about 50%.
① Wall Street traders are preparing to analyze Trump's inauguration speech word by word, to determine the impact of his policies on the market; ② Goldman Sachs stated the likelihood of a 10% tariff on Copper by the USA in Q1 is 50%, which is basically consistent with Goldman Sachs' own forecast; ③ The oil market believes the likelihood of Trump imposing tariffs on oil is close to 40%, higher than Goldman Sachs' expected 15%; additionally, Goldman Sachs said the likelihood of tariffs on Gold is only 10%.
A Global battle for Gold and Silver has erupted, beware of extreme volatility!
This is a strong premise for the "explosive" price surge.
Weekly Outlook: The Trump 2.0 era is about to be unveiled, will the Gold bulls finally get what they wish for?
Global attention! Trump may make a scene, can the Bank of Japan act with "hawkishness" this time? The PMI data from the US, Europe, and the UK is coming, which may add downward pressure on the Euro and British Pound; the US stock market gains another layer of "protection"...
Shares of Stocks in the Broader Metals and Mining Sector Are Trading Higher in Possible Sympathy With Rio Tinto and Glencore Who Announced Discussions Regarding a Potential Merger, the Largest in Mining Industry History.
This year may become a key turning point for the US dollar! Gold and Silver will both face impacts.
Macroeconomic strategists point out that one of the biggest features of 2025 will be the peak of the US dollar against other MMF, which will mark the beginning of a major trend.
"Bond King" Gundlach harshly criticizes the Federal Reserve for its "short-sightedness," stating that Gold is a safe haven.
The 'Bond King', Jeffrey Gundlach, CEO of Doubleline Capital, criticized the most influential central banks in the Global. He believes that the Federal Reserve has once again overlooked the bigger picture, criticizing it for relying too heavily on short-term data over the past five years and lacking strategic vision.
Daily Bull and Bear | The Hang Seng Index night futures have risen above 19,400 points! Capital in the rotation has net Inflow for three consecutive days; after the performance of China Merchants Bank, it rose over 3%, with multiple call warrants earning
As of market close, the total market turnover was 128.526 billion HKD, with the total trading volume of all callable bull/bear certificates at 10.172 billion HKD, accounting for 7.9% of the market turnover, with the proportion of long positions at 4.3% and short positions at 3.6%. In addition, the net Inflow of funds for all callable bull/bear certificates was 35.595 million HKD, marking the third consecutive day of net Inflow.
Chile lowers its copper production forecast, expecting production to reach 5.54 million tons over the next decade.
Chile has lowered its Copper production forecast for the next decade, adopting a more conservative approach, and Analysts may adjust their Global supply models as a result.
Commodity Roundup: A Bumpy Road Ahead Calls for Diversification, Saxo Bank Says
Inflation seems to be on the rise, has a peak for Gold already appeared?
The base effect may lead to a faster increase in the year-on-year CPI in December, and the Global financial markets may face significant turbulence, with Gold being the first to suffer.
Smart traders hedged before the CPI, with Gold rising slightly during the day.
Persistent inflation may support the dollar and US bond yields, while sharply depressing US stocks, non-US currencies, and the CSI Commodity Equity Index. The market generally maintains a cautious attitude ahead of the CPI.
According to the Caixin Venture Capital Report: In December 2024, financing in the Carbon Neutrality sector reached 32.404 billion yuan, an increase of over ten times month-on-month, with the photovoltaic sector being the most active.
According to data from CaiLianShe Venture Capital, there were 96 private equity investment and financing events in the domestic Carbon Neutrality sector in December, an increase of 43.28% from 67 events last month; The total disclosed financing amount is approximately 32.404 billion yuan, an increase of 1091.77% from 2.719 billion yuan last month.
Copper Outlook Pressured by Anticipated Trump Policies, BMI Analysts Say