Far too much demand from the east and far too much fiat out there that will need shelter from inflation..plus the Phys/ spot + west/east arbitrage will not allow it.. in my opinion
Airlines will struggle as will hospitality . Retail and commercial real estate will continue to struggle and fall. More of the masses will jump into crypto causing opportunities in commodities to be smaller as less liquidity .
I think they’ll be a real push in ESG/ net zero space by governments .
that’ll create opportunities in fossil fuels , drilling companies long term .but that’s just me.
I'm rooting for the Starmer prediction though.. I am A-political but that creature is particularly repugnant !!
Agreed. Something just indicates to me that he won't be there (one way or another) at the end of 2025
I do not see Au selling off to $2,200.
Far too much demand from the east and far too much fiat out there that will need shelter from inflation..plus the Phys/ spot + west/east arbitrage will not allow it.. in my opinion
It's a bit of a 'bold prediction' that I've made but all we can do is see what happens
Airlines will struggle as will hospitality . Retail and commercial real estate will continue to struggle and fall. More of the masses will jump into crypto causing opportunities in commodities to be smaller as less liquidity .
I think they’ll be a real push in ESG/ net zero space by governments .
that’ll create opportunities in fossil fuels , drilling companies long term .but that’s just me.
Good points well made. There will always be opportunities in the markets and oil/gas/drilling could be some very good plays moving forwards
seeing a lot of really cheap airfares globally for 2025. wonder why?
All plausible, but not too contrarian, I m thinking…👍😁 All the best for the year ahead!
Thanks for the feedback and I'll make sure that 2026 predictions are more Contrarian :-)
I’m satisfied to know the views are offered with conviction…😁let’s see how the year plays out! 👍
I could see a recession due to the global liquidity cycles but I would say more likely to hit in 2026
My kingdom for a positive contrarian