Interest rate cuts are approaching, how should commodities be allocated?
Gold Ten Futures, August 29th, "Considering that the outcome of this round of recession and non-recession is still unknown, the performance of the equity market is also uncertain. The main bond market will experience lower yields and higher prices due to the impact of interest rate cuts, while short-term bonds outperform long-term bonds. The commodity market as a whole is under pressure in the first half of the year." Zhu Guanhua, a foreign exchange and international macro researcher at CITIC Jiantou Futures, suggested that the commodity market can be allocated short, and precious metals are more clearly affected by interest rate cuts. It is recommended to be allocated long. Zhonghui futures stock index researcher Zhang Qing believes that with overseas interest rate cuts and improved global liquidity, funds will shift from high-valued markets to low-valued markets. Precious metals and stable dividend assets are still the current options for high winning rates.