1PC
08-26 22:41

@Shyon：
I’m leaning cautiously bullish on gold here, but I wouldn’t chase it aggressively. The Treasury buyback is a positive liquidity signal, but compared with the overall Treasury market, the scale is still relatively small and very different from QE. For me, the bigger drivers are still long-term: elevated U.S. debt, currency concerns, inflation uncertainty and the possibility of lower rates. Gold moving first makes sense, but I’d rather wait for confirmation from Treasury yields and broader macro data before adding heavily. If long-term yields remain above 5%, that could still pressure gold in the short term. Overall, I think gold still has room to run, but the path won’t be straight. I’d prefer to use pullbacks to build exposure gradually rather than buying after a sharp rally, especially with major catalysts like Jackson Hole and Nvidia earnings ahead. @WallStreet_Tiger @TigerStars @Tiger_comments @TigerClub @Tiger_SG
I’m leaning cautiously bullish on gold here, but I wouldn’t chase it aggressively. The Treasury buyback is a positive liquidity signal, but compared with the overall Treasury market, the scale is still relatively small and very different from QE. For me, the bigger drivers are still long-term: elevated U.S. debt, currency concerns, inflation uncertainty and the possibility of lower rates. Gold moving first makes sense, but I’d rather wait for confirmation from Treasury yields and broader macro data before adding heavily. If long-term yields remain above 5%, that could still pressure gold in the short term. Overall, I think gold still has room to run, but the path won’t be straight. I’d prefer to use pullbacks to build exposure gradually rather than buying after a sharp rally, especially with major catalysts like Jackson Hole and Nvidia earnings ahead. @WallStreet_Tiger @TigerStars @Tiger_comments @TigerClub @Tiger_SG

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