Gold is identified as a rebound candidate after a 16% correction, alongside East Asian equities and non-U.S. sovereign bonds, if the US/Israel-Iran conflict resolves soon. The note argues GLD and similar gold ETFs offer attractive entry points and expects central bank buying to resume once geopolitical risk fades. The setup is constructive for risk assets outside the U.S., but remains contingent on de-escalation in the Middle East.
Gold is identified as a rebound candidate after a 16% correction, alongside East Asian equities and non-U.S. sovereign bonds, if the US/Israel-Iran conflict resolves soon. The note argues GLD and similar gold ETFs offer attractive entry points and expects central bank buying to resume once geopolitical risk fades. The setup is constructive for risk assets outside the U.S., but remains contingent on de-escalation in the Middle East.
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mildly positive
Sentiment Score
0.25
