Economic incentives for the next wave of growth:
1. Reduction of the Fed's QT program – decrease in bond sales and liquidity withdrawal from $25 billion to $5 billion per month.
2. Decrease in global tensions – achieving a certain level of stability and cessation of hostilities between Russia and Ukraine, as well as in Gaza.
3. Liquidity of gold – approaching historical highs for gold amid easing military conflicts, which could lead to a partial outflow of capital from gold and a shift to financial markets.
4. Decline in oil prices → decrease in inflation.
5. Increase in demand for copper → increase in production volumes → growth in company profits → rise in their stock prices.
6. Fed's decision to lower interest rates – two rate cuts in 2025, each by 25 basis points.
7. Quantitative easing in China – economic incentives to support the economy, assist businesses, and restore industrial capacities.
1. Reduction of the Fed's QT program – decrease in bond sales and liquidity withdrawal from $25 billion to $5 billion per month.
2. Decrease in global tensions – achieving a certain level of stability and cessation of hostilities between Russia and Ukraine, as well as in Gaza.
3. Liquidity of gold – approaching historical highs for gold amid easing military conflicts, which could lead to a partial outflow of capital from gold and a shift to financial markets.
4. Decline in oil prices → decrease in inflation.
5. Increase in demand for copper → increase in production volumes → growth in company profits → rise in their stock prices.
6. Fed's decision to lower interest rates – two rate cuts in 2025, each by 25 basis points.
7. Quantitative easing in China – economic incentives to support the economy, assist businesses, and restore industrial capacities.