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Central-bank buying and persistent macro hedging demand should keep gold well supported.
High confidence
Persistent Treasury supply and sticky fiscal issuance should keep long-end yields pressured higher for longer.
High confidence
Persistent geopolitical uncertainty should keep defensive positioning and hedges in demand.
High confidence
Central-bank buying and persistent macro hedging demand should keep gold well supported.
High confidence
A stronger yen could unwind carry positioning and tighten risk conditions globally.
High confidence
Forward revisions are likely to broaden beyond the weakest sectors and weigh on cyclicals.
High confidence
A stronger yen could unwind carry positioning and tighten risk conditions globally.
High confidence
Forward revisions are likely to broaden beyond the weakest sectors and weigh on cyclicals.
High confidence