Prisen på guld skyder i vejret som en Elon Musk-raket. Er det en reaktion på nul-renterne og den amerikanske centralpolitik?
Uddrag fra Nordea:
Gold prices have been on an Elon Musk like Space-X mission, no matter whether measured in USDs, EURs or SEKs – you name it! Maybe the Gold price is the perfect signal that markets do fear zero rates and YCC in the USD curve? We continue to be bullish on Gold, as we wouldn’t bet that we have reached our final destination on central bank creativity. This is bad news for the SNB, since it will likely continuously push the CHF stronger as well. Could they decide on a 25-bps cut in March?
