David Edward
Ofufuza a JP Morgan akuwonetsa kuti kukwera kwa mikangano pakati pa mayiko, komanso zisankho zapurezidenti waku US zomwe zikubwera mu Novembala, zikupangitsa osunga ndalama ku golide ndi Bitcoin monga chuma chomwe chimakondedwa pachitetezo chomwe chimatchedwa "malonda otsitsa".
M'makalata omwe adatulutsidwa Lachinayi, gulu la JP Morgan's Global Markets Strategy, kuphatikiza Nikolaos Panigirtzoglou, Mika Inkinen, Mayur Yeole, ndi Krutik P Mehta, adawonetsa kuti zinthuzi zikupindula ndi kusatsimikizika kwakukulu. “Kuchuluka kwa mikangano pakati pa mayiko ndi zisankho za ku America zomwe zikubwera zikuyenera kulimbikitsa zomwe osunga ndalama ena amatcha 'malonda otsika mtengo,' motero kukondera golide ndi Bitcoin," ofufuzawo adatero.
Golide Akukwera Pakati pa Kusatsimikizika kwa Geopolitical ndi Kufooka kwa Dollar
Ngakhale kuyankha koyambirira kwa golide ku zochitika zaposachedwa za geopolitical kunali kosasinthika, mtengo wake udakwera kwambiri m'gawo lapitalo, pafupi ndi $ 2,700 kuyambira pa Seputembara 26. Malinga ndi akatswiri, kukwera kwamtengo uku kwayendetsedwa pang'ono ndi kuchepa kwa 4-5%. dola yaku US komanso kutsika kodziwika bwino kwa Treasury yeniyeni ya US kumabweretsa zokolola ndi 50-80 maziko. Komabe, iwo ananena kuti kuyamikira kwa golide kumaposa zimene mfundo zimenezi zokha zingasonyeze, kusonyeza kugogomezera kwatsopano pa “malonda ochotsera ulemu.”
The Debasement Trade: A Hedge Against Inflation and Currency Risks
"Kugulitsa konyozeka" kukukulirakulira chifukwa cha zinthu zambiri, kuphatikiza kuopsa kwazandale kuyambira 2022, kutsika kwamitengo, kuchulukirachulukira kwachuma chaboma, komanso kuchepa kwa chidaliro chandalama, makamaka m'misika yomwe ikubwera. Ofufuza a JP Morgan akugogomezera kuti izi zikupangitsa osunga ndalama kuti athawire kuzinthu monga golide ndi Bitcoin, zomwe zimawonedwa ngati zotchinga motsutsana ndi kukwera kwa mitengo komanso kutsika kwa ndalama.
Bitcoin: Digital Gold in Focus
Ngakhale Bitcoin, yomwe nthawi zambiri imatchedwa "golide wa digito," sinawonenso zomwe golide wapeza posachedwa, mbiri yakale ikuwonetsa kuti ikhoza kutsatira njira yofananira. Cholemba chaposachedwa cha CryptoQuant chinawonetsa kuti kuchepa kwa Treasury ya US kumapangitsa mitengo ya golidi m'mbiri yakale, monga momwe tawonera pavuto lazachuma la 2008 pamene mitengo ya golide inakwera kuchokera ku $ 590 kufika pachimake cha $ 1,900 pa ounce pofika 2011. ndipo Bitcoin ikhoza kukhala ndi kukwera kofananako.
Komabe, katswiri wa CryptoQuant JA Maartuun adawona kusiyana kwakanthawi pakati pa golide ndi Bitcoin. "Golide akupindula kale pazifukwa izi, pomwe Bitcoin sichiri, zomwe zimapangitsa kuti pakhale mgwirizano wolakwika pakati pa Bitcoin ndi golide," Maartuun anafotokoza. Ngakhale zili choncho, chiyembekezo chanthawi yayitali chikhalabe chokhazikika pazachuma zonse ziwirizi pakati pa kusatsimikizika kwachuma kwachuma.
