Spannder Switch: Jetzt a sale and buy gold price?

Yes, the company will be operating in mid-August. In our Morning Briefing of August 19, 2024, with the title “Sollten Sie jetzt Anleihen shorten?”, we write:

‘The American investor could benefit from the most sensible investments if economic indicators start to rise in August and the Fed initiates the market war and money policy. Once you know that the 10-year U.S. Treasury yield is due in the next month, that’s a 4.00% to 4.50% move.”

This period lagged behind the US government debt at 3.88% (see the graph).

Our financing of the economy and the development of the economy could be considered a mistake even if the Fed would react differently if something were to happen. With his moderately restrictive monetary policy, Fed President Jerome Powell in the Speech am 23. August in Jackson Hole an expansive direction.

In the Folge, the Anleiherendien bis zum 16. September sank to 3.62%. On September 18, Leitzins’s 50 basis points layoff by the Fed put interest rates on the floor and into the big pool of money. Our prediction is that the Rendite will be worth 4.00% more, which is best if the Wirtschaftsdaten are turned off and Zinssenkungen remain undamaged for the rest of the years.

The yield on government bonds 10 years ago was 4.18% – a rise of 56 basis points on September 16. If inflation spreads over the 10-year nominal view and the TIPS, it is based on price increases at 26 basis points (siehe Grafik). The market is no longer interesting, because the Fed is getting a boost to the economy, while the impulse boost is not that big.

In our QuickTake from April 7 we wrote:

“Unter den Gegebenen Umständen würden wir auch unsere Positionen in Preciousmetalen aufstocken.”

Our Empfehlung is based on the increasing geopolitical risks – a classic Auslöser, one of many. Tatsächlich sind sowohl Gold-als auch seitdem deutlich gestiegen (siehe Chart).

Gold is traditionally an inflation protection that can lead to lower inflation of the new inflation. Vielleicht serves also as a safeguard against geopolitical risks, especially in consideration of US economics. After the Russian Einmarsch in Ukraine in February 2022, the Russian Devisenreserves in Wert von fast 300 Billion. USD booked. A number of experts have caused problems for Ukraine’s reservations and support.

It is not the case that the states of China have a German stock in their gold reserves (siehe Grafik).

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