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Morgan Stanley Gold Price Forecast: XAU ETF Exposure Still Too Low For 2026
The gold price extended its upward trend this week, closing at $4,300.57 per ounce on Friday, up 0.6%, and continuing a steady climb from early December lows near $4,200. Morgan Stanley believes the rally still has room to run and sees meaningful upside risk to its end-2026 forecast of $4,900 per ounce. The bank’s argument rests less on macro shocks and more on portfolio construction. Morgan Stanley notes that investor positioning in gold remains surprisingly light, particularly among US-based investors. Western gold ETF holdings are broadly in line with levels implied by interest rates alone, but do not yet ... (full story)
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From beemarkets.com|Dec 14, 2025The American automotive market, once defined by scarcity during the 2020–2023 semiconductor crisis, is now witnessing the opposite: a historic glut. As of late 2025, there are ...
From macroeconomicpolicynexus.substack.com|Dec 14, 2025|1 commentThe FOMC’s decision to cut interest rates at its December meeting was not an easy one. Job growth has slowed and inflation remains elevated forcing the Fed to make a tough ...
From sharecafe.com.au|Dec 14, 2025Copper prices experienced a significant downturn on Friday, falling more than 3 per cent as a risk-off sentiment prevailed across global markets. According to ANZ, the selloff in ...
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From stats.gov.cn|Dec 14, 2025In November, under the strong leadership of the Central Committee of the Communist Party of China (CPC) with Comrade Xi Jinping at its core, all regions and departments strictly ...
From @financialjuice|Dec 14, 2025|6 commentsRBNZ governor Breman: if economic conditions evolve as expected the OCR is likely to remain at its current level of 2.25 percent for some time RESERVE BANK OF NEW ZEALAND GOVERNOR BREMAN: REITERATES FORWARD PATH FOR OCR PUBLISHED IN THE NOVEMBER MPS INDICATES A SLIGHT PROBABILITY OF ANOTHER RATE CUT IN THE NEAR TERM ... RBNZ GOVERNOR BREMAN: THE ECONOMIC OUTLOOK HAS EVOLVED BROADLY SIMILAR TO THE MPC’S EXPECTATIONS ... RBNZ Governor Breman: Financial market conditions have tightened since the November decision, exceeding what is implied by our central projection for the OCR
RBNZ Governor speaks on Monetary Policy In media interviews this week, Governor Dr Anna Breman is speaking about New Zealand’s economic outlook and monetary policy settings, as outlined in the November Monetary Policy Statement (MPS). Although Dr Breman was not involved in the preparation of the November MPS, or its post-release communications, this statement is being released to enable equitable access to information. Dr Breman says the November MPS contains a thorough and clearly presented discussion of the Monetary Policy Committee’s (MPC) assessment of economic conditions and the inflation outlook. She also noted that the policy decision and the balance of risks to the outlook are well articulated in the MPC’s summary record of meeting. “One of my priorities as Governor is to promote understanding of our role and decisions. This is especially important at this time given that I have only recently joined the MPC and assessed recent data.”
From @financialjuice|Dec 14, 2025China stats bureau spokesperson: China economy stabilised and improved in November China stats bureau spokesperson: conflict between strong domestic supply and weak demand is significant China stats bureau spokesperson: we will enhance counter-cyclical and cross-cyclical adjustments
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- Dec 14, 2025 7:49pm Posted byFundamental Analysis5,481
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