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Russia and the United States held formal talks today, and the Russian stock market continues to strengthen.
The Russian stock market has surged again.
Is 3,000 dollars not the end? UBS Group predicts that gold prices will reach 3,200 dollars within the year!
The price of Gold had increased by 10% in 2025, reaching $2900, but UBS Group once again raised the Target Price for Gold.
Concerns about trade rising have triggered a surge in risk aversion, making Gold the most authentic 'Trump Trade.'
① The spot Gold price has risen due to trade wars and Global growth concerns, recording increases every week since the beginning of the year, soaring over 7% since Trump's inauguration. ② Analysts from HSBC state that Gold takes off during trade contractions, such as during the COVID-19 pandemic and the Global financial crisis.
What does Trump's "Gold value reassessment" mean? Bank of America: QE without the name QE?
Mark Cabana, a former New York Fed employee from Bank of America, pointed out that the revaluation of Gold affects the Federal Reserve's balance sheet in a manner similar to Algo, allowing the Fed to transfer nearly $700 billion to the Treasury without the need for open market purchases.
The significance of Russia-Ukraine peace for Commodity! Goldman Sachs: significant impact on Henry Hub Natural Gas, limited impact on gold and Aluminum.
Goldman Sachs warned that if the flow of Henry Hub Natural Gas from Russia to Europe returns to pre-war levels, European Natural Gas could drop by 56% this summer. Since current sanctions have not severely impacted the export volumes of Russian oil and Metal, the impact of a peace agreement on these Commodities is relatively limited. The Global central bank gold buying spree will also continue.
Signs of a major liquidation? Bank of America: The Gold and European stock long trades are crowded.
Trend-following Funds have built substantial positions in Gold and European stocks, which could increase their risk of abrupt reversals when market conditions change.