“With U.S. debt nearing $40 trillion, going long on gold is the optimal strategy for now!”—Latest outlook from Bank of America’s Hartnett

Hartnett pointed out that U.S. Treasury debt will not only surpass $40 trillion in the coming days but is also on track to hit $50 trillion around 2029. In this environment, Hartnett believes that going long on gold is the optimal strategy, as it remains the best hedge against dollar depreciation, bond market collapse, and asset inflation.

wallstreetcnAug 17 22:11

Deutsche Bank: Central bank gold purchases and ETF inflows drive gold into an "explosive" rally phase

Deutsche Bank believes that the fifth "explosive" rally phase for gold, which began in 2024, is still ongoing. Central bank demand for gold has reached a record high in real USD terms, with approximately half of this demand not reported to the IMF. Global ETF inflows have turned positive again, with Asian buying being particularly prominent. The bank has set its year-end target range for gold at $4,700–$5,100 per ounce, citing the continued expansion of U.S. government debt as the core driver. Current futures positioning remains low, suggesting that the upside potential has not yet been fully priced in.

wallstreetcnAug 16 15:13

DMG Mori, Sony Group, and others

*DMG MORI <6141> to raise JPY 48.2 billion through overseas share issuance for factory investment and M&A (Nikkan Kogyo, p.1)-○*Sony G <6758>: Sony Semiconductor to establish joint venture with TSMC, mass-producing CMOS sensors by 2029 (Nikkan Kogyo, p.1)-○*Takara HD <2531>: Accounting irregularities identified at US subsidiary, financial results announcement postponed (Nikkan Kogyo, p.3)-○*Sumitomo Corp <8053>: Enters UK floating offshore wind project, acquires 33.3% stake (Nikkan Kogyo, p.4)-○*Hokuyo Bank <8524>: Training and consulting via AI-support subsidiary

Fisco JapanAug 13 07:29

Is the gold and silver bull market about to resume? Experts say the pullback is a 'normal fluctuation,' and the long-term risk-reward profile has improved!

① Maria Smirnov, Chief Investment Officer at Sprott Inc., stated that the recent decline in gold prices represents a normal correction within a bull market rather than a reversal of the trend, and that the outlook for silver remains highly attractive; ② She noted that factors such as rising sovereign debt, fiscal deficits, central bank gold purchases, and geopolitical fragmentation continue to underpin gold’s strategic role, and that fundamentals for precious metals mining equities remain robust.

cls.cnAug 11 15:20

From the yen's sharp depreciation to the Federal Reserve's silence, gold's strategic value is coming into focus.

The sharp depreciation of the yen and the Federal Reserve’s acknowledgment that long-end rates are increasingly determined by the market reflect a weakening grip by central banks on bond markets globally. Against a backdrop of elevated debt levels and sustained monetary expansion, traditional equity-bond portfolio allocations face challenges, potentially enhancing the long-term strategic value of gold as an asset to hedge against fiat currency depreciation.

wallstreetcnAug 6 21:24

Iwai Cosmo Reaffirms Their Buy Rating on Sumitomo (SSUMF)

TipRanksAug 6 18:45 · Ratings