当财政部与美联储决定让经济“过热”，黄金剑指6000美元？

Core Viewpoint - The shift in U.S. economic policy towards aggressive stimulus strategies may drive gold prices to a historic high of $6,000 per ounce by 2026, as predicted by financial analyst Craig Hemke [1][2]. Group 1: Policy Shift - The U.S. economic policy is undergoing a fundamental reversal from fiscal tightening to a strategy aimed at "overheating" the economy to alleviate debt burdens [3]. - The current administration has abandoned previous plans for budget balancing and fiscal restraint, opting instead for rapid GDP growth to dilute debt pressure [3]. - A new Federal Reserve chair, expected to be appointed by Trump in May, is anticipated to align closely with the Treasury to stimulate short-term growth through interest rate cuts [1][3]. Group 2: Potential Tools - The aggressive growth strategy may lead to rising inflation and long-term interest rates, prompting the Federal Reserve to consider implementing yield curve control [4]. - Yield curve control would involve setting a cap on long-term interest rates, such as 4% for 10-year Treasury bonds, to maintain low nominal rates while inflation rises [4]. - This scenario could result in negative real interest rates, historically favorable for gold prices [4]. Group 3: Central Bank Demand - Global central bank demand for gold has reached record levels, driven by concerns over the safety of dollar assets, particularly following geopolitical tensions [5][6]. - The Polish central bank's recent announcement to purchase an additional 150 tons of gold highlights ongoing strong demand, which is expected to continue supporting gold prices [6]. - The combination of robust central bank buying and strong industrial demand for silver positions the precious metals market for a long-term bull market starting in 2024 [6].