Market Mover Oro oltre ogni previsione
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Apr 2, 2025 Vito Lopes, a finance and markets expert, unpacks the stability of gold as a safe haven during turbulent times. He discusses how recent geopolitical events have increased gold’s significance and how central banks are adapting their strategies. Lopes delves into the relationship between ore prices and macroeconomic shifts, focusing on deflation. He also addresses the implications of deglobalization on inflation and rates. Finally, he highlights the evolving perception of Bitcoin amidst market volatility, noting the shift toward institutional investment.
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Gold as a Safe Haven
- Gold is one of the few asset classes acting as a safe haven.
- Central banks, especially those in non-dollar-aligned countries, are increasing their gold reserves.
Gold and Macroeconomic Scenarios
- Gold historically performs well during deflationary periods.
- However, deflation is currently the least probable macroeconomic scenario.
Deglobalization and Central Bank Hesitation
- Deglobalization is inflationary, while a slowdown in international trade could be deflationary.
- Central banks are hesitant to intervene radically due to high uncertainty.