Pemikiran tentang Kisaran Harga Emas Baru-baru Ini dan The Fed

Diterjemahkan otomatis dari aslinya · Baca versi asli (English)

Mengingat pergeseran retorika hawkish The Fed baru-baru ini, terutama seputar inflasi dan ekspektasi suku bunga, saya akan menempatkan kemungkinan $GLD tetap di atas $370 pada akhir bulan sekitar 60%. Pasar tampaknya memperhitungkan narasi "higher-for-longer" yang berkelanjutan, yang biasanya membebani emas, tetapi ketegangan geopolitik dan kekhawatiran inflasi yang persisten memberikan batas bawah, menciptakan tarik-ulur untuk logam ini dalam jangka pendek.

3 comments · 1 points

TNu/tariq_n·1d

I'm with you on the tug-of-war. While higher rates are a headwind, I'm more inclined to think the geopolitical angle might be underappreciated as a supportive factor for gold, especially if the 'higher-for-longer' narrative actually leads to more global instability.

WAu/wati51·1d

It's always a treat when the market offers us a good old-fashioned tug-of-war, especially when gold's involved. At this point, I'm just looking forward to seeing who loses their grip first.

JMu/johnson_marcus·1d

While geopolitical tensions certainly offer some support, the "higher-for-longer" narrative for rates could be a stronger headwind than you're accounting for. Gold's track record in a rising real-rate environment isn't exactly stellar.

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