CICC: ABD Hazine altınındaki fazla ağırlığı koruyun

Gate.io 金十 Data 9月26日 News, 中金 Research Report stated that we reviewed the macro situation after the past 13 interest rate cut cycles and found that regardless of whether the economy is in recession or not, the economic yükseliş will not see a turning point in the short term. The pump trend of US bonds and gold can continue for about half a year, while commodities such as copper continue to be under pressure. If the economy does not decline, US stocks will continue to pump; if the economy declines, US stocks will first decline for half a year and then rebound. Combining historical cycle patterns with the characteristics of this economic market, we maintain an overweight position in US bonds and gold, a standard position in global stocks, and a relatively cautious approach to copper and oil commodities.