SentimentNews
Panjang

Who is the Money Flowing to -- Mr. Yellow Metal

AMEX:GLD   SPDR GOLD TRUST
Take note of Gold             today, as indicated and discussed on Running Alpha's September 6th post -- should advance dramatically higher into next year and beyond ( next $1300 to 1400             , then $1900, a consolidation, then $3300 ) under either of the following scenarios that are relevant to today's tug-of-war between domestic U.S. growth and emerging market weakness.

Scenario 1: Yields continue to go lower or stagnate near term, while latent reflationary pressures in the U.S. continue to build up under the vagaries of loose monetary environment; or

Scenario 2: More likely, going into next year and beyond, rates start rising persistently as the open market speaks out to normalize rates -- that should cause treasury inflation protection securities to rise as assets start repositioning from the very liquid US long bond & debt market into hard asset classes, particularly gold             . With so many currencies around the world defending their exports through currency manipulation and/or loose monetary policy regime mechanisms of epic magnitude, given that liquidity drives markets, and that the gold             market is much less liquid than the bond giants, just a small repositioning out of bonds can fuel much high prices in safe haven categories.

Rising rates should benefit money-center banks, like Citi, which has a particularly attractive balance sheet , flush with cash. With a more robust US growth taking shape, along with improving employment numbers, American Express             also looks particularly compelling in the financial services space right now. With all the fast-changing regulatory requirements fast approaching, financial institutions will be in a race to accommodate the changes; and as a result FinTech companies should strongly benefit.
Malaysia
United States
United Kingdom
India
Deutschland
España
France
Việt Nam
Italia
Polska
Brasil
Россия
Türkiye
Indonesia
日本
한국
简体
繁體
Laman Utama Penapis Saham Pengesan Isyarat Forex Pencari isyarat mata wang Crypto Kalendar Ekonomi Bagaimana ia berfungsi Ciri-ciri Carta Peraturan Rumah Moderator Laman web dan Penyelesaian Broker Widget Perpustakaan Carta Stok Permintaan Ciri Blog & Berita Soalan Lazim Bantuan & Wiki Twitter
Profil Pengesetan Profil Akaun dan Bil Sokongan Sokongan Layanan Keutamaan Lapor Isu Idea-idea yang diterbitkan Pengikut Mengikuti Mesej Peribadi Perbualan Log Keluar