Group 1 - The core viewpoint is that despite the U.S. government shutdown, there is still strong demand for risk assets, with significant inflows into various investment categories [1][2] - Money market funds attracted $729 billion in the week ending October 8, while bonds, stocks, cryptocurrencies, and gold attracted $256 billion, $200 billion, $55 billion, and $21 billion respectively [2] - Healthcare funds saw their largest inflow since April 2023, totaling $1.5 billion, while financial funds experienced their first outflow in seven weeks, amounting to $200 million [2] Group 2 - The trend of "currency devaluation trades" is gaining momentum, with investors increasingly moving into gold, cryptocurrencies, and other alternative assets to hedge against the declining purchasing power of fiat currencies [3] - Historical data suggests that gold prices could reach $6,000 by next spring, based on an average increase of approximately 300% during past gold bull markets [3]
“货币贬值交易”愈演愈烈,美银大胆预测: 黄金明年初升至6000美元
Feng Huang Wang·2025-10-11 11:56