Es ist schon selten genug daß GS den Kauf von Gold empfiehlt. Der Clou: GS hatte selbst zuvor 1280 als Ziel Ende 2016 vorher gesagt.
Gleichzeitig weist GS auf stärkere Goldnachfrage, die Erhöhung der Comex Bestände und den scharfen Fall der spekulativen Gold Positionen hin, sh.Grafiken.
“Indeed, we would view a gold selloff substantially below $1,250/oz as a strategic buying opportunity, given substantial downside risks to global growth remain, and given that the market is likely to remain concerned about the ability of monetary policy to respond to any potential shocks to growth,” said the Goldman team....
And while they still think U.S. real rates will rise into the year-end, they say gold has a couple of things going for it that will limit the selling: stronger exchange-traded fund buying and demand for gold bars, which will both likely remain intact, along with strong physical demand. Add the potential for a pickup in Chinese investment demand for gold to the mix, too, they said....“
http://www.marketwatch.com/sto…buying-goldman-2016-10-07
Grüsse
Edel
[Blockierte Grafik: http://ei.marketwatch.com//Multimedia/2016/10/07/Photos/NS/MW-EX333_goldma_20161007060203_NS.jpg?uuid=189ea91a-8c75-11e6-8b34-00137241c023]