IYM iShares US Basic Materials ETF
- 140.020
- -0.260-0.19%
3,100 USD! Goldman Sachs raised its year-end gold price expectations and continues to suggest "Buy."
Goldman Sachs further predicts that if policy uncertainty remains high, the price of Gold may soar to $3,300; if central banks purchase an average of 70 tons of Gold per month, the price of Gold could reach $3,200.
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.
Gold prices continue to challenge 3,000 USD! Pay attention to the Federal Reserve meeting minutes and Trump's tariffs this week.
① Gold prices fell by 1.6% last Friday, due to the delay in the Trump administration's tariff proposals and profit-taking in the market; ② On Monday, gold prices rose again as market concerns over Trump's tariff threats and Global trade tensions drove funds into Gold for safe-haven investments; ③ Analysts expect that the Federal Reserve's January meeting minutes and interest rate cut expectations will impact Gold prices, potentially leading to further increases.
What will the impact of Gold revaluation brought by Trump be like, just like QE!
The repricing of Gold will simultaneously relax fiscal and MMF policies, similar to QE, as the Federal Reserve can quietly inject nearly 700 billion dollars in Cash into the Treasury, causing gold prices to soar...
The "Global turmoil" has increased the demand for safe-haven assets, and Gold has become the number one "Trump Trade"!
Analysts state that Gold is the "Trump Tariff Trade," and there is a positive correlation between tariff news and the increase in Gold prices.
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Gold remains popular! On Valentine's Day, a visit to the Shenzhen Shuibei market revealed that the price of gold jewelry is approaching 700 yuan, with Volume increasing by 40%.
① Recently, the price of Gold varies each day, and it is expected to rise further. The flow of people and trade volume have increased by about 20-40% since after the holiday; ② After the expectations and price increases, the Gold recycling business has also become more popular.
TD Securities: Gold is good, but Silver seems to be better!
The market has undergone significant changes, and TD Securities advises investors to participate in a "Silver rush"...
What is the truth? An article unveils the mystery of how the USA "sucks" Gold from the Global market...
① In the past few weeks, there have been many reports regarding the USA "siphoning" Global Gold; ② however, so far, it seems that there have been almost no reports within the Industry that can fully explain the situation: why does the USA suddenly need so much Gold...