Mtengo wa golide unali ndi Okutobala wabwino koposa pafupifupi theka la zana, kutsutsa kukana kochulukira kwa zokolola za Treasury ndi dola yamphamvu yaku US. Chitsulo chachikasu chidakwera modabwitsa 7.3% mwezi watha kuti chitseke pa $ 1,983 pa ounce, chomwe chinali champhamvu kwambiri mu Okutobala kuyambira 1978, pomwe chidalumpha 11.7%.
Golide, chuma chosakhala ndi chiwongola dzanja, adasokonekera m'mbiri yakale pomwe zokolola za bondi zidakwera. Kupatulapo zachitika chaka chino, paziwopsezo zingapo zachuma ndi zandale, kuphatikiza ngongole zadziko, kukwera kwa zigawenga zama kirediti kadi, kugwa kwachuma komwe kukupitilira (ngakhale Jerome Powell akuumirira kuti kugwa kwachuma sikulinso mu Federal Reserve's. zolosera) ndi nkhondo ziwiri.
LEMBANI ZOKHUDZA ZA PRECIOUS METALS DIGEST
Kupanga mbiri yanu yagolide pamsika wosatsimikizika
Ngati mukukhulupirira kuti izi zipitilira kukulitsa kufunika kwa golide, ino ikhoza kukhala nthawi yabwino yoganizira zowonekera (kapena kuwonjezera pakuwonekera kwanu) poyembekezera mitengo yokwera.
Chenjezo: Chitsulochi chikuwoneka chochulukira pakali pano kutengera ndondomeko ya mphamvu yachibale ya masiku 14 (RSI), kotero tikhoza kuwona kutenga phindu kwakanthawi kochepa. Ndikukhulupirira kuti chithandizo champhamvu chikukhazikitsidwa, ndipo ngati masheya atsika pampopu ya sabata yatha, ikhoza kukhala chothandizira chokwanira cha msonkhano wagolide. Kumbukirani kuti, kwa zaka 30, mwezi wa November wakhala mwezi wabwino kwambiri wa masheya, S&P 500 ikuwonjezeka pafupifupi 1.96%, kutengera deta ya Bloomberg.
Ndikupangira kulemera kwa golide wosapitirira 10%, kugawanika mofanana pakati pa mabiliyoni (mipiringidzo, ndalama ndi zodzikongoletsera) ndi migodi ya golide yapamwamba, ndalama zogwirizanitsa ndi ETFs. Kumbukirani kubweza ngongole kamodzi pachaka, ngati sichoncho mobwerezabwereza.
Chifukwa chiyani mabanki apakati akubetcha kwambiri golide
Ngati mudakali pa mpanda, yang'anani zomwe gawo lovomerezeka lachita. Mabanki apakati adagula matani a 337 metric agolide mgawo lachitatu, ndikuyika gawo lachiwiri lalikulu kwambiri lachitatu pa mbiri, malinga ndi lipoti laposachedwa la World Gold Council (WGC). Chaka ndi chaka, mabanki awonjezera matani 800 odabwitsa, omwe ndi 14% kuposa momwe anawonjezera m'miyezi isanu ndi inayi yomweyi chaka chatha.
Mndandanda wa ogula kwambiri mgawo lachitatu udali wotsogozedwa ndi misika yomwe ikubwera pomwe mayiko akupitilizabe kusiyanasiyana ndi dollar yaku US. Pamwamba pake panali China, yomwe idawonjezera matani 78 agolide, kutsatiridwa ndi Poland (matani opitilira 56) ndi Turkey (matani 39).
Nthawi zambiri ndimalangiza osunga ndalama kuti amvetsere zomwe mabanki apakatidoosati zomwe iwowokunena,koma nthawi zina amakhala olunjika komanso oyenera kuwamvetsera.
Mwachitsanzo, pamsonkhano wa atolankhani wa mwezi watha, pulezidenti wa National Bank of Poland (NBP) Adam Glapiński ananena kuti dziko la Kum’maŵa kwa Ulaya lidzapitirizabe kugula golidi, zomwe “zikupanga dziko la Poland kukhala lodalirika kwambiri.” Cholinga chake ndi chakuti golide akhale 20% ya nkhokwe zonse zakunja zaku Poland. Pofika Seputembala, golide adatenga 11.2% ya zomwe adagwira, malinga ndi data ya WGC.
Kuthamanga kwagolide ku Japan
Onaninso ku Japan. Dzikoli silinakhale ndi golide wogula kunja, koma osunga ndalama ku Japan ndi mabanja ambiri posachedwapa akweza mtengo wachitsulo wachikasu mpaka ¥300,000 watsopano. Ndiko kusiyana kwakukulu kuchokera pamtengo wapakati wazaka 30 wochepera ¥100,000.
Posachedwapa, kuthamangitsidwa kwa golide ku Japan kudayamba chifukwa cha kuchepa kwa mbiri ya yen motsutsana ndi dola yaku America, zomwe zapangitsa osunga ndalama kuti ayesetse kuthana ndi kukwera kwa mitengo.
Poyesa kukwera kwamitengo ya ogula, Prime Minister waku Japan a Fumio Kishida adayambitsa pulogalamu yolimbikitsira ¥ 17 thililiyoni ($ 113 biliyoni) yomwe, mwa zina, imachepetsa kwakanthawi pamisonkho yanyumba ndi nyumba, thandizo ku mabanja omwe amapeza ndalama zochepa komanso mafuta. ndi zothandizira zothandizira.
Koma monga ambiri a inu mukudziwira, kusindikiza ndalama ndi maboma apadziko lonse lapansi, makamaka panthawi ya mliri, ndiye chifukwa chachikulu cha kukwera kwamitengo komwe kwadula kwambiri m'matumba a ogula padziko lonse lapansi. Dongosolo logwiritsa ntchito $ 113 biliyoni panthawi ino likhala ngati mafuta pamoto wamoto.
Mabanja aku Japan akuwoneka kuti amvetsetsa izi, chifukwa kuvomereza kwawo kwa Kishida ngati nduna yayikulu kwatsika mpaka 33%, malinga ndi kafukufuku waposachedwa wa Nikkei ndi Tokyo TV. Atafunsidwa za kuchepa kwa misonkho, 65 peresenti ya omwe adatenga nawo mbali adanena kuti ndi yankho losayenera chifukwa cha kukwera kwa mitengo.
Njira yabwinoko, ndikukhulupirira, ndi migodi ya golide ndi golide. Monga momwe WGC yasonyezera kangapo, golide wakhala akuyenda bwino panthawi yakukwera kwakukulu. M'mbiri yakale, pamene mitengo ya inflation yadutsa 3% -kumene ife tiri lero - mtengo wapakati wa golidi unakwera 14%.
Kwa miyezi 12 kuyambira Lachisanu, golide m'madola ndi 22%, yomwe imagonjetsa S & P 500 (mpaka 19% panthawi yomweyi) ndipo ili pamwamba pa inflation.
Choyambirira: (Wolemba Frank Holmes, CEO wa US Global Investors)
Nthawi yotumiza: Nov-09-2023