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