为何曾经的黄金大空头开始转为看涨金价?
黄金市场上有名的大空头高盛正在改变其论调,该行业内闻名的经济学家称,他认为黄金“从战略意义上可以对冲全球各种麻烦”。
高盛大宗商品研究主管Jeffrey Currie周三(7月27日)在接受采访时说:“我们可以这样说,做多黄金就好比做空政客,而做空政客是眼下投资者希望做的事情。”
尽管利率预期和国债负利率是今年迄今影响金价的重要驱动因素,但Currie在最新的讲话中并未将货币政策纳入影响金价的考虑范围。他的言论发表于周三美联储(FED)利率决议之前。
Currie在讲话中并未聚焦货币政策,相反,他表示,有其它地缘政治风险可能推高金价。
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