Flight to safety gathers pace, but gold falls below $4,000 and the yen strengthens as investors become more selective about safe-haven assets.
Original避險情緒升溫推動資金流向美債與日元,黃金卻因投機退潮與升息預期跌破4000美元。法國財政疑慮與中東緊張局勢加劇市場波動,高盛將日元列為AI泡沫情境下的首選避險工具。
Facts
- Gold fell below $4,000 an ounce on Friday, hitting $3,986.50, its lowest level in more than three months.
- The yield on 10-year U.S. Treasury bonds fell below 5% on Thursday, reflecting a rush of funds into Treasuries.
- Original高盛認為日元相對美元被低估約40%,是追蹤貨幣中估值最低者。
- Gold fell 4% this week, retreating by more than one-fifth from its record high in January this year.
- The dollar fell to 156.08 yen, a 5-week low.
- Central bank gold purchases in September rose to their highest monthly level since November 2024.
Companies mentioned:Berenberg、芝商所、世界黃金協會、高盛、瑞穗銀行