【大佬Gave警告：美联储财政部合流大局已定，明年美债或先崩，亚洲货币升值将终结黄金牛市】Gavekal集团首席执行官Louis-Vincent Gave警告，美联储与财政部合流的大局已定，其长期影响将是美国债券市场的崩溃。黄金前景取决于亚洲货币走势，特别是被严重低估的日元。Anthrop...

Core Viewpoint - Gavekal Group CEO Louis-Vincent Gave warns that the convergence of the Federal Reserve and the Treasury is set, which will lead to a collapse in the U.S. bond market and that the future of gold depends on the performance of Asian currencies, particularly the undervalued yen [1] Group 1 - The long-term impact of the Federal Reserve and Treasury convergence is expected to result in a collapse of the U.S. bond market [1] - The outlook for gold is closely tied to the movements of Asian currencies, with a specific emphasis on the Japanese yen being significantly undervalued [1] Group 2 - The potential IPO of Anthropic may indicate a turning point in the capital-intensive bull market and suggest signs of a bubble [1] - The market sentiment is shifting from rewarding companies that burn cash to rewarding those that sell off assets [1]