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Strategists at Société Générale feel there is a real likelihood of nominal rates decoupling from real rates to push Gold prices higher.
We see 10-year US rate forecasts moderating significantly by the end of 2024 and with the low-hanging fruit in the fight against inflation already picked, we anticipate that the gold market will have to adjust its forward CPI projections upwards.
We see Gold appreciating to $2,200 by the end of this year in lumpy moves as forward inflation expectations adjust with the macro newsflow.
As an additional bullish driver, in our anticipated scenario of moderating US rates, we see the USD weakening – which, together with other USD-denominated assets, should buoy Gold.
风险提示：本文所述仅代表作者个人观点，不代表 Followme 的官方立场。Followme 不对内容的准确性、完整性或可靠性作出任何保证，对于基于该内容所采取的任何行为，不承担任何责任，除非另有书面明确说明。
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