EMEA Gold Miners_Metals Weekly_ Who is going to buy gold in 2025_ Stay OW Hochschild, AngloGold, & Fresnillo
Andreessen Horowitz·2024-12-19 16:37
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Europe Equity Research 16 December 2024 J P M O R G A N EMEA Gold Miners Metals Weekly: Who is going to buy gold in 2025? Stay OW Hochschild, AngloGold, & Fresnillo JPM Commodities Research (led by Greg Shearer) published their Metals Weekly, focusing on the outlook for gold in 2025 (link). Although gold has rallied ~30% this year, our colleagues maintain bullish outlook for gold prices given a still disruptive macro scenario stemming from increased tariffs, surging trade tensio ...