日债“崩盘”与地缘“变数”——黄金再创新高白银后市存忧

Group 1 - The geopolitical crisis in Greenland and the collapse of the Japanese government bond market have significantly increased demand for safe-haven assets, leading to gold prices reaching an all-time high of $4,819.75 per ounce [2][3] - The crisis has exacerbated the divide between the US and Europe, with European leaders expressing strong opposition to US President Trump's intentions regarding Greenland, raising concerns about potential trade wars [3] - The collapse of the Japanese bond market, triggered by Prime Minister Kishi's tax cut promises, has led to a surge in bond yields and heightened volatility, prompting investors to avoid currencies and government bonds [5][6] Group 2 - The US and Japanese finance ministers are working together to stabilize the market amid rising volatility, with reassurances that the recent bond market fluctuations are not directly linked to geopolitical tensions [9] - There are concerns that European investors may sell US bonds in response to the Greenland situation, but US Treasury Secretary has dismissed these claims as unfounded [9][10] - Experts have differing views on the future of precious metals, with some believing that gold still has significant upside potential, while cautioning against investing in silver at current levels due to its recent price surge [12][13]