Nastane posilňovanie dolára?

Zlato začne oslabovať a dolár posilňovať. Horizont obratu - november. Aj takto niektorí analytici vnímajú vývoj na trhoch. So včerajším zhodnotením ceny zlata totiž USD zostal nad podporou.

With gold apparently making another attempt to reach $1,000 an ounce this might seem an odd moment to reflect on the broader outlook for financial markets and what that means for gold and silver.

But if you accept that financial markets are at the start of a correction after their historic rally – and September and October are the traditional down months – then things do not look too bright for the precious metals.

For in a stock market sell off there is a move to cash and the dollar and bonds strengthen, while gold and silver are sold down by investors with margin calls to meet. It could well be that fears about inflation and devaluation to come help to put a floor under the gold price but this is unlikely to save it from some distress in a major sell off.

Personally I think Jim Sinclair has it right, and that the dollar will rally (and gold fall a bit) into November and then we will see the precious metals suddenly become the asset class of choice (and the dollar collapse) as the only investment play in town.

Článok:news.goldseek.com/PeterCooper/1251987775.php

04.09.2009