分析人士：2026将是“大宗商品之年”

Core Viewpoint - The report by macro strategist Simon White suggests that there is no reason to doubt the continuation of the upward trend in gold prices, although the rate of increase may slow down [1] Group 1: Inflation and Asset Demand - The intensifying inflation environment is expected to drive demand for physical assets, with commodities likely to join the upward trend [1] - The market is currently unprepared for accelerating inflation, which may be imminent [1] Group 2: Precious Metals Performance - Gold, silver, and other precious metals have already provided substantial returns as the market hedges against the risks of currency devaluation and the fragility of the financial system [1] Group 3: Future Outlook for Commodities - Commodities are anticipated to play a significant role in the investment landscape next year, with potential price increases that could surpass those of gold [1] - A small reallocation of funds from the much larger stock and bond markets into commodities could lead to significant price movements [1] - The year 2025 may be characterized by gold, while 2026 is likely to be the year of commodities [1]