Japan Rates & FX
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Japan’s insurers and GPIF are buying JGBs again, not selling — so why is the yen still near 40-year lows despite two BOJ hikes?
Reasons why Gold price kept plummeting even geo risks escalating.
Topics
- Fed
- Gold
Further reading
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- MACRO RESEARCHDeath of Dollars and Gold Price Surging“Is the Dollar Dead, and Gold Ascendant?” Understanding the Recent U.S. Dollar Decline and Gold’s Explosive Rally I.
- QUANT RESEARCH美元已死？黄金当立？——解析近期与黄金暴涨的逻辑、风险与策略一、背景与现象：美元下跌与黄金暴涨 1.1 近期市场现象概览 在 2025 年后半段，全球市场出现两个明显趋势：美元持续承压走弱与黄金价格破纪录飙升。 黄金突破 4,000 美元／盎司，年内涨幅超过 50% 以上。 美元指数（DXY）在多个交易日表现疲软，对一篮子主要货币显著贬值。
- MACRO RESEARCHU.S. Debt Is Hitting Its Limits. Gold Isn’t. Here’s Why.now here's why gold reset might be the last option for US GOV
- MACRO RESEARCH铜价 11,000 美元只是开始？——全球供需失衡下的红金风暴铜价的结构性紧缩与全球供需再平衡 —— 基于2025年全球铜市场的系统性分析 摘要 本文基于2024年至2025年最新公开数据，对国际铜市场的价格走势、供需结构、产业链瓶颈及未来演化路径进行系统性分析。研究发现，铜价已进入由“事件驱动的结构性多头”所主导的新阶段。