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A softer dollar should ease financial conditions globally and keep commodity demand resilient.
High confidence
A renewed energy bid could interrupt the cleanest disinflation path and challenge duration bulls.
High confidence
Persistent geopolitical uncertainty should keep defensive positioning and hedges in demand.
High confidence
A stronger yen could unwind carry positioning and tighten risk conditions globally.
High confidence
Central-bank buying and persistent macro hedging demand should keep gold well supported.
High confidence
Persistent geopolitical uncertainty should keep defensive positioning and hedges in demand.
High confidence
Regional-bank caution should keep credit transmission weak for smaller domestic cyclicals.
High confidence
A stronger yen could unwind carry positioning and tighten risk conditions globally.
High confidence