{
}
Gold prices surged past $3,100 per ounce in March, marking a nearly 10% monthly increase and a 19% rise year-to-date, driven by strong investment demand and geopolitical concerns. In the first quarter of 2025, gold ETFs saw inflows of 130 to 150 metric tons, reversing last year's outflows, as central banks and private investors increased their gold holdings amid economic uncertainties. UBS maintains a price target of $3,200 per ounce, with a potential rise to $3,500 if geopolitical risks escalate.
UBS has rated AstraZeneca as a 'Buy', but the information provided is for informational purposes only and does not constitute a recommendation to buy or sell. Investing in securities carries risks, including the potential loss of capital, and expert investment advice is recommended. No liability for the accuracy or completeness of the information is assumed, and the content reflects the views of individual authors rather than wallstreetONLINE.
Barclays maintains a bullish outlook on the Pound-to-Euro exchange rate, predicting it will rise into the 1.20s due to the UK's resilience against U.S. tariffs, which are underappreciated by markets. Analysts suggest that the potential impact of new tariffs could lead to a 5% shift in EURGBP, overshadowing any short-term benefits from fiscal expansion in the Eurozone. The UK economy shows signs of stability, supported by elevated wage growth and a slow Bank of England rate-cutting cycle, enhancing the pound's carry advantage.
Business sentiment among large Japanese manufacturers has declined for the first time in a year, influenced by concerns over U.S. tariffs under President Trump. The Bank of Japan's quarterly survey revealed a drop in the sentiment index from plus 14 to plus 12, with major manufacturers like Toyota and Nissan particularly affected. Meanwhile, the sentiment for large non-manufacturers improved, reflecting a boost from healthy tourist traffic, as Japan's unemployment rate slightly improved to 2.4%.
Tariff uncertainty is raising concerns about the potential for stagflation, according to Barclays. The interplay of fluctuating tariffs and economic conditions could lead to stagnant growth coupled with rising inflation, posing significant risks to the economy.
Goldman Sachs has revised its U.S. stock market outlook, lowering the year-end target for the S&P 500 index to 5,700 from 6,200, reflecting concerns over President Trump's tariff policies and economic slowdown risks. The firm also cut its 2025 GDP growth forecast to 1% and now anticipates three Federal Reserve rate cuts this year, citing the need for "insurance-style" measures against economic downturns.
In the wake of the collapses of Credit Suisse and Silicon Valley Bank, the focus on capital ratios as a measure of bank stability is being challenged. While UBS faces calls for higher capital requirements, the real lesson is that liquidity, not capital, is crucial for survival in modern banking, especially amid rapid digital transactions and shifting market sentiments. The failures of these banks highlight that even with strong capital positions, a lack of liquidity preparedness can lead to catastrophic outcomes when confidence erodes.
Barclays' Montgomery Koning discusses the volatility in currency markets driven by ongoing tariff headlines and trade policies under the Trump administration. As the April 2nd deadline approaches, uncertainty remains regarding the implementation and sustainability of tariffs, particularly affecting the dollar and euro. The yen, however, has regained its safe haven status, bolstered by Japan's economic resilience and less exposure to U.S. tariffs.
Agnico Eagle Mines has been downgraded by UBS due to limited upside potential as gold prices exceed $3,000. The market sentiment reflects a challenging environment, with investors feeling lost amid current stock market conditions.
Morgan Stanley, Citi, and Goldman Sachs have all raised their gold price forecasts, with expectations of prices reaching $3,300 to $3,500 per ounce in the near term, driven by strong physical demand and macroeconomic factors. Goldman Sachs even suggests a potential rise above $4,200 per ounce by late 2025 under severe market stress. As gold prices hover around $3,121.44, analysts emphasize the importance of sustaining physical demand and the impact of interest rate trends on future growth.
Central Bank Actions
SubCategory
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
gold prices could reach 3500 amid rising demand and economic uncertainties
11:11 01.04.2025
ubs rates astrazeneca as a buy amid investment considerations and risks
10:50 01.04.2025
Barclays predicts pound to euro rise amid tariff risks and UK resilience
08:41 01.04.2025
Japanese manufacturers report declining sentiment amid US tariff concerns
United States Dollar
Japanese Yen
Toyota Motor Corp
MEX
USA
JPN
Shigeru Ishiba
Donald Trump
Show more
06:31 01.04.2025
tariff uncertainty raises concerns over potential stagflation risks
05:22 01.04.2025
Goldman Sachs lowers US stock market outlook amid tariff policy concerns
United States Dollar
The Goldman Sachs Group, Inc.
End Federal Reserve USD
CHN
USA
Joe Biden
Donald Trump
04:44 01.04.2025
liquidity not capital is key to banking stability in the digital age
Swiss Franc
United States Dollar
Credit Suisse Lux Digital Healt
Silicon Valley Bank N.A.
CHE
Adriano Lucatelli
02:48 01.04.2025
currency markets react to tariffs and global growth concerns ahead of deadlines
00:26 01.04.2025
Agnico Eagle Mines downgraded by UBS amid gold price concerns
21:36 31.03.2025
investment banks raise gold price forecasts amid strong demand and market conditions
United States Dollar
Morgan Stanley
The Goldman Sachs Group, Inc.
Citigroup Inc.
USA
Amy Gower
Max Layton
Show more
21:23 31.03.2025
Trending
Subcategory
Corporate News
Stock Market Updates
Industry Trends
Banking Regulations
Finance Mergers & Acquisitions
Global Financial Events
Retail and Consumer Goods
CEO Changes
Industry Mergers & Acquisitions
Central Bank Actions
Global Trade Developments
GDP Growth & Recession Forecasts
Financial Scams and Security
Market Analysis and Predictions
Inflation and Monetary Impact
Government Policies
Government Economic Policies
Workplace Trends
Startups & Entrepreneurship
Supply Chain Management
Countries:
Companies:
The Goldman Sachs Group, Inc.
JPMorgan Chase & Co.
Tesla, Inc.
Apple Inc.
Barclays PLC
Bank of America Corporation
Wells Fargo & Company
Citigroup Inc.
Deutsche Bank Money Market PP
Morgan Stanley
Huawei Technologies CO. Ltd.
Lloyds Banking Group plc
Credit Suisse Lux Digital Healt
Microsoft Corporation
UBS Group AG
Amazon.com, Inc.
Banco Santander, S.A.
Credit Suisse Strategic Income I
BNP Paribas SA
NVIDIA Corporation
Currencies:
United States Dollar
Euro
Chinese Yuan
British Pound Sterling
Swiss Franc
Japanese Yen
Indian Rupee
Russian Ruble
Australian Dollar
Canadian Dollar
United Arab Emirates Dirham
Indonesian Rupiah
Saudi Riyal
South Korean Won
Danish Krone
Offshore Chinese Yuan
Turkish Lira
Hong Kong Dollar
Mexican Peso
Malaysian Ringgit
People: