Group 1: Gold Price Forecast - UBS has raised its gold price forecast for the first three quarters of 2026 to $5,000 per ounce, with a potential rise to $5,400 if political or economic turmoil increases around the U.S. midterm elections [1][6] - By the end of 2026, UBS expects gold prices to decline to $4,800 per ounce, which is $500 higher than the previous forecast of $4,300 [1][6] - The demand for gold in 2026 is anticipated to grow steadily due to low real yields, ongoing global economic concerns, and uncertainties related to U.S. domestic policies [1][6] Group 2: Economic Outlook - Goldman Sachs predicts that the strong growth resilience of the U.S. economy in 2025 will continue into 2026, driven by tax cuts from the "America First" plan and more favorable financial conditions [1][7] - The narrative of a "soft landing" for the U.S. economy is expected to gain traction in 2026, with growth rates anticipated to exceed market expectations [1][7] - Factors such as the ongoing construction of AI data centers, over $100 billion in tax refunds, and reduced negative impacts from tariffs and inflation are expected to boost economic growth momentum [1][7]
邦达亚洲:多重利空因素打压 黄金跳水险守4300
Xin Lang Cai Jing·2025-12-30 11:09