特朗普“带飞”！一场46年未见的“淘金热”正在席卷全球

Group 1 - Investors like Kenneth Pack are increasingly turning to gold as a hedge against perceived chaos from the Trump administration, with gold investments now comprising 17% of his portfolio [1] - Gold prices have surged by 39% this year, with expectations that annual price increases may exceed those seen during the COVID-19 pandemic or the 2007-09 recession [1] - The current rise in gold prices is not driven by a financial collapse but rather by uncertainty regarding the U.S. economy and its global role [1] Group 2 - Trump's attempts to reshape global trade have contributed to inflation and disrupted economic forecasts, with the dollar experiencing its weakest first half in over fifty years [2] - Geopolitical tensions, including the lack of progress in resolving conflicts in Ukraine and elsewhere, are causing market disruptions [2] - Demand for gold storage has surged, with IBV International Vaults planning to double its vault offerings to meet increased client demand [2] Group 3 - The recent gold price increase has been fueled by significant purchases of gold bars by central banks and Chinese investors, along with a surge in U.S. ETFs linked to physical gold [3] - Following indications from the Federal Reserve about potential interest rate cuts, gold prices rose again in August, attracting speculative investments [3] - Concerns about high inflation combined with slow growth, reminiscent of the conditions in 1979, are creating a favorable environment for gold [3] Group 4 - Confidence in U.S. growth and the dollar's role as a reserve currency may undermine the current gold price surge, but trade tensions and U.S. withdrawal from global affairs make this outlook fragile [4] - Despite record levels in the stock market, investors are seeking to hedge their bets by investing in non-dollar-denominated assets [4] - Consumer sentiment is declining, leading more Americans to sell their gold for its material value rather than craftsmanship [4]