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黃金剛剛經歷了自1983年以來最糟糕的一週。
從1月高點$5,597/盎司下跌-22.8%。在53天內下跌-$1,276/盎司。
僅上週就下跌了-11%。追蹤創下2008年10月以來最糟糕的月份。
「終極避險資產」正被同一場本應將其推至$6,000的戰爭所摧毀。油價高於$100 推動通膨達5.2%,迫使美聯儲按兵不動,推高收益率至4.40%。黃金收益率為零。債券現在收益率一切。
黃金直到美聯儲降息才會復甦。美聯儲直到油價下跌才會降息。油價直到戰爭結束才會下跌。戰爭還沒結束。