UBS Prediksi Risiko Politik, Fiskal, dan Finansial Akan Meningkatkan Permintaan Emas H1 2026

Berita lengkapnya di sini https://cutt.ly/gtyCIrH7

Poin2 penting
- Demand for gold will rise even further in the coming months, driven by rate cuts, falling bond yields, fiscal challenges, and U.S. political turmoil, according to a new report from Swiss bank UBS
- UBS Chief Investment Office: "Gold has recently recouped part of the decline from late October, and we expect rising demand for the precious metal to support higher prices ahead. Further interest rate cuts by the Federal Reserve, lower real yields, increasing fiscal risks, and changes in the domestic US political environment should extend the current strong buying trends of central banks and investors"
- UBS naikkan prediksi base line harga emas pada pertengahan 2026 dari $4200 ke $4500. Prediksi optimis naik dari $4700 ke $4900
- the worsening U.S. fiscal outlook will likely support central bank and investor gold purchases and they expect demand for exchange-traded funds (ETFs) to remain strong in 2026
- Terkait turunnya harga emas barusan: “The much-anticipated correction has taken a breather. Outside technical factors, we see no fundamental reason for the sell-off.”
- World Gold Council’s Q3 Gold Demand Trends report, which confirmed “very strong and accelerating buying” from both central banks and individual investors.
- “We like to buy the dip in gold,” the analysts said, adding they continue to believe that investors “remain underallocated” to the metal.

Tambahan dari Goldman Sachs, berita lengkap di sini https://cutt.ly/htyCIrQI
- Turunnya harga emas barusan karena komentar Powell yg membuat penurunan Fed rate Des diragukan. Sekarang kemungkinan penurunan Fed rate Des kembali pulih, harag emas juga pulih
- Goldman Sachs Daan Struyven said in a recent Bloomberg interview that he expects bullish gold trends to continue into 2026, supporting more upside for the commodity. "We look for nearly 20% of additional price upside by the end of 2016 with our forecast at $4,900 per troy ounce by the end of 26"
- Struyven’s bullishness is based on two primary trends: Federal Reserve interest rate cuts: Goldman Sachs’ economists predict 75 basis points of additional reductions. And Central bank buying: Goldman Sachs expects them to buy 80 metric tonnes monthly.
- outlook for 20% gains in gold in 2026 could underestimate the opportunity, suggested Struyven. If private investors continue this year’s trend of including more gold in portfolios for diversification, gold could perhaps head even higher
- “The gold market is relatively small. If you look at gold sector ETFs, they’re about 70 times smaller than the value of the US Treasury market. So, you only need a relatively small diversification step out of, for instance, the global bond markets to cause significant upside for gold prices,” said Struyven.

Lagi males nulis panjang2, jadi sy copy paste poin2 penting aja. Yg jelas UBS dan Goldman Sachs sama2 bullish utk Gold 2026. Saya juga bullish 😁

Semoga bermanfaat 🙂

$BRMS $PSAB $ARCI