Search Results for: geopolitic

Gold Price Maintaining its bullish outlook, Goldman Sachs projects gold to reach US$3,000 per ounce by late 2025, driven by central bank purchases, expected Fed rate cuts, and ongoing geopolitical tensions. Image: Bloomberg

Stocks – MSCI China Index 12-Month Targets Persistent deflation and geopolitical tensions have led Goldman Sachs to take a more cautious stance on Chinese equities and their earnings potential. Image: Goldman Sachs Global Investment Research

Gold Spot Price Per Ounce Since 1920 The combination of soaring national debt, geopolitical instability, and concerns over currency devaluation creates a robust environment for gold prices to thrive. Image: BofA Global Investment Strategy

FMS Investors – Biggest “Tail Risk” Concerns about geopolitical conflict have risen among FMS investors, with 33% now viewing it as the biggest “tail risk” for the global economy, primarily due to its potential negative impact on financial markets and investments. Image: BofA Global Fund Manager Survey

Brent Crude Oil Prices Recent geopolitical tensions have led to significant fluctuations in Brent crude oil prices, marking the largest weekly increase since April, exacerbating inflation concerns as the rising energy costs ripple through the economy. Image: Deutsche Bank

China Exports China’s exports increased by 2.6% since October 2023, mainly due to demand from regions outside the U.S. However, challenges persist, including weak domestic demand and geopolitical tensions that may impact future trade. Image: BofA Global Investment Strategy

Gold Flows The largest inflow to gold funds in four weeks reflects a growing interest among investors amid expectations of interest rate cuts and geopolitical uncertainties. Image: BofA Global Investment Strategy

Japan Stocks vs. China Stocks Despite economic challenges and geopolitical risks, Chinese equities have rallied over the past 3 months. Image: BofA Global Investment Strategy

Annual Changes in Central Bank Gold Reserves The significant increase in gold reserves by China, Poland, and Singapore in 2023 reflects a broader trend of central banks expanding their holdings of bullion amid escalating geopolitical and economic risks. Image: BofA Global Research

Oil Prices and U.S. Recessions The elections in 2024 across highly populated countries could have significant implications for geopolitics and the global economy. Political leaders should work towards calming geopolitics to prevent a surge in oil prices. Image: BofA Global Investment Strategy

S&P 500 Correction Instead of reflecting optimism about economic growth, the rally in the S&P 500 can be seen as an attempt to recover from the negative impacts of rates volatility and geopolitical shocks. Image: Deutsche Bank Asset Allocation