Group 1 - The global central banks are increasingly planning to increase their gold exposure, with over one-third of 75 central banks managing approximately $5 trillion in assets indicating such intentions, marking the highest proportion in at least five years [1] - The shift towards gold is driven by the need for asset safety and yield considerations, reflecting a reassessment of the US dollar's dominance in the international financial system and a rising awareness of geopolitical risks [1][3] - Approximately 70% of central banks express reluctance to increase their US dollar asset allocation due to concerns over the unpredictability of the US political environment, a figure that has doubled from the previous year [3][4] Group 2 - There is a growing preference for the Chinese yuan and the euro among central banks, with 16% planning to increase their euro exposure in the next two years, a significant rise from the previous year [3] - The yuan's internationalization is steadily increasing, gaining a more significant role in global trade and foreign exchange reserves, despite its current limited share [3] - The changes in central bank asset allocation behavior are seen as a forward-looking signal of market trends, indicating a response to the evolving geopolitical landscape and international financial order [5]