Izindaba

Isazi sezokwakha imakethe sithe isibonakaliso esivela kwiFederal Reserve sokuthi amazinga enzalo azokwehliswa ngo-2024 sidale umfutho omuhle emakethe yegolide, okuzoholela ekutheni amanani egolide afinyelele phezulu emlandweni ngonyaka omusha.
UGeorge Milling Stanley, iNhloko Yezobunhloli Begolide eDow Jones Global Investment Consulting, uthe yize amanani egolide esanda kuphakama, kusenesikhala esikhulu sokukhula kwemakethe.
Uthe, “Lapho igolide lithola umfutho, akekho owaziyo ukuthi lizophakama kangakanani, futhi ngonyaka ozayo cishe sizobona ukuphakama okungokomlando.”
Nakuba uMilling Stanley enethemba ngegolide, wanezela ngokuthi akalindele ukuthi amanani egolide azodlula esikhathini esifushane. Uveze ukuthi nakuba iFederal Reserve inethemba lokunciphisa amazinga enzalo ngonyaka ozayo, umbuzo usalokhu ukhona ukuthi kufanele iqale nini. Wanezela ngokuthi esikhathini esifushane, izinkinga zesikhathi kufanele zigcine amanani egolide ngaphakathi kwebanga lamanje.
Esibikezelweni esisemthethweni sikaDow Jones, ithimba likaMilling Stanley likholelwa ukuthi kunethuba elingu-50% lokuhweba ngegolide phakathi kuka-$1950 no-$2200 nge-ounce ngonyaka ozayo. Ngesikhathi esifanayo, inkampani ikholelwa ukuthi amathuba okuhweba ngegolide phakathi kuka-$2200 no-$2400 nge-ounce angama-30%. UDao Fu ukholelwa ukuthi amathuba okuhweba ngegolide phakathi kuka-$1800 no-$1950 nge-ounce angama-20% kuphela.
UMilling Stanley uthe impilo yomnotho izonquma ukuthi intengo yegolide izokhuphuka kangakanani.
Uthe, “Umbono wami ukuthi sizodlula esikhathini sokukhula ngaphansi kwesimo esijwayelekile, mhlawumbe ukwehla komnotho. Kodwa kanye nakho, ngokwezilinganiso ezikhethwa yi-Fed, kungase kube nokwehla kwamandla emali okunamathelayo. Lokhu kuzoba yindawo enhle yegolide.” “Uma kukhona ukwehla komnotho okukhulu, khona-ke izizathu zethu zokukhula zizosebenza.”
Nakuba kulindeleke ukuthi amandla egolide akhuphukayo azoheha abatshalizimali abasha abangochwepheshe, uMilling Stanley uthe ukusekelwa kwegolide isikhathi eside kubonisa ukuthi amandla egolide akhuphukayo azoqhubeka ngo-2024.
Uthe izingxabano ezimbili eziqhubekayo zizogcina ukuthenga igolide endaweni ephephile. Wanezela ngokuthi unyaka wokhetho ongaqinisekile futhi "omubi" uzokwandisa ukukhanga kwegolide endaweni ephephile. Uphinde wathi isidingo esikhulayo esivela eNdiya nakwezinye izimakethe ezisafufusa sizohlinzeka ngokusekelwa kwegolide elingokoqobo.
Ukuthengwa kwegolide okwengeziwe ngamabhange amakhulu amazwe ahlukahlukene kuzokwandisa ushintsho olusha emakethe.
Uthe, “Kunengqondo ukuthatha inzuzo lapho amanani egolide edlula u-$2000 nge-ounce eminyakeni emihlanu edlule, futhi ngicabanga ukuthi yingakho intengo yegolide ingase yehle ngezinye izikhathi ngaphansi kuka-$2000 ngonyaka ozayo. Kodwa ngesinye isikhathi, ngisakholelwa ukuthi intengo yegolide izohlala iqinile ngaphezu kuka-$2000.” “Sekuyiminyaka eyi-14, ibhange eliphakathi lilokhu lithenga u-10% kuya ku-20% wesidingo sonyaka. Noma nini lapho kunezimpawu zobuthakathaka emananini egolide, lokhu kuwukusekelwa okukhulu, futhi ngilindele ukuthi lo mkhuba uqhubeke iminyaka eminingi.”
UMilling Stanley uthe ulindele ukuthi noma yikuphi ukuthengiswa okukhulu kwegolide kuthengwe ngokushesha uma kubhekene nokungaqiniseki komnotho womhlaba kanye nokungazinzi kwezepolitiki.
Uthe, “Ngokombono womlando, ukuzibophezela kwegolide kubatshalizimali bekulokhu kunesimo esikabili. Ngokuhamba kwesikhathi, hhayi njalo ngonyaka, kodwa ngokuhamba kwesikhathi, igolide lingasiza ekwandiseni imbuyiselo yephothifoliyo yokutshalwa kwezimali elinganiswe kahle. Noma nini, igolide lizonciphisa ubungozi kanye nokuguquguquka kwephothifoliyo yokutshalwa kwezimali elinganiswe kahle.” “Ngilindele ukuthi lokhu kuzibophezela okukabili kwembuyiselo kanye nokuvikela kuzoheha abatshalizimali abasha ngo-2024.”