*Goldman Sachs Market Outlook Boon year for Gold, Struggle year for Banks Prediction 2025*
> Central Bank mengubah pandangan terhadap harga Emas tahun 2025 menjadi $3000 per ounce.
> Fed Rate Cut menjadi faktor pendukung, tidak agresif
> Kebijakan Trump akan men drive harga komoditas metal di 2025 nanti, bulls case.
> "Trumpflation" Era akan menyulitkan beberapa Bank besar di Dunia
> Perbankan akan mengalami kesulitan tahun 2025
> Green Energy akan mendominasi dan melewati kebutuhan Dirty Energy (coal) will sunset slowly di 2025
Gold will rally to a record next year on central-bank buying and US interest rate cuts, according to
Goldman Sachs Group Inc., which listed the metal among top commodity trades for 2025 and said prices could extend gains during Donald Trump’s presidency.
On the other side,
Markets are underestimating how much the Federal Reserve is going to cut interest rates next year, Goldman Sachs predicted.
In the bank's latest macro outlook, it estimated that the Fed funds rate could drop to 3.25%-3.5% in 2025.
That's considerably below what investors see as the highest-probability outcome, as calculated by the CME FedWatch Tool. It currently sees a 30% chance of rates being in the 3.75%-4.0% range by the end of next year.
The disconnect reflects the degree to which investors are wary about the potentially inflationary effect President-elect Donald Trump's policies could have. The Fed generally tackles inflation by raising interest rates, which is seen challenging the central bank's plan for further easing.
$BRMS $BREN $PGEO $AADI $BBRI
Source : Certrec, BussinesInsider, CNBC, Bloomberg