Trump TACO, easing of geopolitical tensions, which assets should be prioritized first?

The investment focus revolves around three aspects: inflation trends, interest rate changes, and industry prosperity.

Gelonghui FinanceMar 31 14:01

Shenwan Hongyuan: Opportunities Amid Challenges – Positioning for 'Inflation' Assets in the AI Era

Against the backdrop of a global transition between old and new cycles, coupled with geopolitical conflicts and increased capital expenditures in AI, we continue to strategically favor commodities, including energy, precious metals, and industrial metals. Attention should also be paid to potential catch-up opportunities in agricultural products.

Zhitong FinanceMar 17 06:45

Inflationary pressures render the 60/40 investment strategy ineffective! Wall Street heavyweights advocate embracing commodities.

Peter Bookvar stated that the traditional 60/40 portfolio strategy is losing effectiveness as inflationary pressures from rising energy prices undermine the protective role of bonds.

Zhitong FinanceMar 16 18:33

How will the escalation of the US-Iran conflict impact the pricing of commodities? | Jinshee Futures Heatmap

From the Strait of Hormuz to the crude oil supply chain, from safe-haven gold to industrial metals—how is this ongoing geopolitical rivalry reshaping risk premiums across global commodity markets?

Golden10 DataMar 2 18:56

Governments Are Rushing to Hoard Metals as the 'Resource Nationalism' Era Arrives

CNBCFeb 25 07:00

Commodities Tumble on Risk Selloff; Lunar New Year Nears

Seeking AlphaFeb 2 19:06