Juno markets 官网：美元动摇，黄金狂飙，美联储引起的避险风暴

Group 1 - The core viewpoint is that gold is gaining prominence as a safe haven asset amid concerns over the dollar's credibility and rising inflation, with gold prices surpassing $3,500 per ounce, marking a historic high and outperforming stocks and bonds this year [2] - Central banks are driving record demand for gold, reflecting a shift in market sentiment regarding the independence of the Federal Reserve [2][3] - The current gold price, adjusted for inflation, is nearing its highest level since the 1980s, coinciding with political pressures on the Federal Reserve to maintain low interest rates [3] Group 2 - Historical parallels are drawn to the 1970s when political pressure led to a significant depreciation of the dollar and a 300% increase in gold prices, suggesting a potential repeat of this scenario if the Federal Reserve lowers rates amid rising prices [3] - Major financial institutions like UBS, Citigroup, and Goldman Sachs are optimistic about gold's future, with forecasts suggesting prices could reach $4,000 per ounce by 2026 [3] - Current ETF holdings in gold are still below the peaks seen in 2020 and 2022, indicating that there is still room for growth in gold investments [3]