別再錯過！匯豐：財政懸崖將令年底金價飆上1900美元

http://news.cnyes.com


匯豐 (HSBC) 發布新報告指出，隨著美國政府距離「財政懸崖」越來越近，國內政治及經濟騷動在所難免，黃金可能會是少數從中獲益的資產種類；且今年稍晚創造出的漲勢，或將金價至年底推上每盎司 1900 美元。
《CNBC》周五 (3 日) 報導，匯豐在報告中寫道，經濟不確定性、地緣政治緊張及美國 11 月大選，理論上都是金市利多因素。該行預估，今年稍晚金價表現應會更好，因屆時「美國經濟成長不佳，加上美元疲軟」。

在此情況下，匯豐預期今年底金價將衝破每盎司 1900 美元。分析師以雙關語提醒：「耐心是最重要的有價資產 (commodity，與大宗商品同字)」。

傳統上，在經濟及金融市場動亂時期，黃金的避險價值會凸顯，價格會走揚；但近期歐債危機持續延燒，美國財政懸崖危險也在前方等待，全球經濟疲軟警報聲隆隆，今年以來黃金價格卻已大跌每盎司 400 美元。

周五紐約期貨金價收在每盎司 1609.30 美元，將較於去年 9 月創造的空前新高達 1920 美元。投資人不禁紛紛懷疑，黃金是否已失去保貴的避險資產光環。

不過匯豐指出，這波金價跌勢，歸咎於黃金供應量增加、金飾需求疲軟，以及歐債危機與美國年底財政懸崖帶來的不確定性。加上全球四大央行為了解救危機，印了 9 兆美元左右的鈔票投入金融體系，破壞了貨幣市場的穩定。

匯豐分析師解釋，間歇性的歐債危機憂慮升溫，引發股市拋售潮，造成市場人士面臨追繳保證金壓力，而拋售黃金籌措現金。此外，歐元也受歐債危機影響走跌，形成強勢美元，導致金價任何避險漲勢被打壓。

然而，匯豐仍相信，黃金理論上依舊保有不受市場風險波動影響的「中立」資產價值地位，而對投資人具吸引力。因各國央行仍將利用量化寬鬆 (QE) 措施，來提振經濟，但這將有損自身貨幣市場。

因此匯豐預料，今年下半金價將反彈。上漲動力來自官方需求，以及預料美元將走貶，原因是隨著美國政府面臨的財政懸崖壓力越來越大，市場焦點將更加鎖定美元價值。

紐約期金價格近月收盤連續線圖

驗金

有線財經資訊台 Money Cafe


 http://www.latimes.com/

洛杉磯時報一篇報道，美國財政部正進行一次史無前例行動!!


極有機會引起黃金戰士興趣既洛杉磯時報近日一篇報道，透露原來財政部一月份開始，派員進駐紐約聯邦儲備銀行總部大樓，當然唔係查數，亦唔係將行長杜德里雙規，而係驗金。


眾所周知，美國係全球最多黃金儲備既國家，秘密金庫集中四個地點，包括最著名既Fort Knox。


至於紐約，二次世界大戰期間，大量國家黃金儲備因為安全起見，存放紐約聯儲銀行八十呎既地庫入面。


有看過Die-Hard 3，就應記得布斯韋利士在紐約搶回被恐怖分子取走的黃金，正是模擬紐約聯儲銀行金庫。


到依家，仍然有大約市值二百一十億美元黃金儲備喺紐約聯儲銀行既地底金庫。


根據報道，今次由財政部牽頭成立既驗金大隊，為數最少十二人，分別嚟自財政部既核查部門、鑄幣局代表，同埋政府審計機關。
驗金大隊成員抵達金庫之後，第一時間係從紐約聯儲銀行金庫合共五十三萬條金條中，抽樣檢查最少三百五十條金條。


話明驗金，除左證明黃金仍在之外，更重要係檢查黃金是真是假。


點樣驗呢？原來好簡單，就係由檢金大隊，從每條經抽樣既金條中，各自鑽取樣本，從而判斷純金度。


咪睇少驗金既成本，除左人力物力外，今次紐約聯儲銀行進行既驗金行動，鑽取樣本就最少價值十一萬美金。


當局唔肯講點解忽發奇想驗金，詳情亦拒絕透露，但檢查結果年底會正式公布。


比起黃金戰士，行將退休既眾議員Ron Paul一定對驗金大行動相當關注。事關老保羅早於三十年前，已經就美國黃金儲備問題窮追猛打。


對於當局遲來的行動，保羅議員不悄咁話，自己人查自己人，有咩意思？夠膽就公開俾人驗。


仲話，佢從來無懷疑美國黃金儲備已經偷龍轉鳳，相反佢只係好懷疑批金，有無被利用進行不法活動。


投資界一向充斥陰謀論，行內一直有一個公開傳聞，就係美國堂堂黃金儲備大國，其實金一早無曬!!當日IMF前總裁卡恩突被酒店陷害，傳聞正係因為對黃金數目存疑。


到依家，財政部高調驗金，陰謀論派，又有新既陰謀論!!


的確，太多事情有巧合。聯儲局寬鬆了結無期，最快九月又會有新宣布。全球印鈔既同時，美國赤字懸崖，到年底又會成為全球聚焦。

如果將所有事情扯埋一齊，現鈔繼續唔值錢，黃金自然價更高，由於財政部寄存聯儲局既黃金，幾十年嚟一直以三十三美元一安士記帳，將批金儲備確認價值，再按現時市值重新入帳，咁美國財赤就少好多。

更重要，咁多金喺手，美國廢除金本位近半個世紀後，又有能力再嚟一次。總之世界大亂，花旗大國趁亂世未有自亂陣腳，反而頻頻部署，難怪惹人猜疑!!

PS:

當黃金按市價入賬,財赤少左, 這樣可以再印多D錢. 印錢多左, 其他實物或資源等等,能否跟得上個價沒有人知, 相對黃金是反映最先的一種

這時再把將黃金按市值入帳, 財赤相對又會少左........這就會無限循環下去.....

美國帶頭重燃黃金貨幣屬性 ...其它國家會點做?

韓國購買黃金

South Korea Adds 16 Tonnes to Gold Reserves in July

 

 

South Korea increased its gold reserves by 16 tonnes in July, a 30% increase in a single month!
The dollar’s death by a thousand cuts is enduring massive flesh wounds as central banks are accumulating gold frantically into price weakness.

Have you stacked the smack and increased your physical holdings of gold and silver into their price weakness??

* S.Korea raises gold reserves by nearly 30 pct to 70.4
tonnes
* S.Korea’s third gold purchase since last June
* Stabilizing markets in July allow it to pursue purchase

SEOUL/SINGAPORE, Aug 2 (Reuters) – South Korea boosted its
gold holdings by nearly a third in July, buying 16 tonnes as
part of the central bank’s efforts to diversify its massive
foreign exchange reserves.
South Korea is Asia’s fourth largest economy and its central
bank said on Thursday that it now holds 70.4 tonnes of gold,
after paying $810 million last month for the purchase.
The increase barely lifted gold prices but supported
expectations that central banks will remain gold’s key buyer as
increased volatility in global markets and waning confidence in
the U.S. dollar fuel a global drive to vary foreign reserves
away from the U.S. currency and government debt securities.
“The markets were stable in July and we judged the
conditions were good for us to make the purchase then,” said Lee
Jung, head of the investment strategy team at the Bank of
Korea’s reserve investment division.

    Like most central bankers, Lee declined to provide the exact
price per ounce the bank paid for the bullion. Reuters
calculations show the Bank of Korea paid about $1,582 per ounce
on average, slightly lower than the average spot gold price
 of about $1,592 for the month.
    Gold prices gained nearly 1 percent in June, and hovered
near $1,620, down about 16 percent from the record high above
$1,920 hit last September. 
    
    
    CENTRAL BANKS TO BUY MORE GOLD
    The latest purchase was the third by the Korean central bank
since June last year, when it started increasing its reserves
after leaving them unchanged for more than a decade. 
  
    In the last 13 months, South Korea's gold reserves have
grown five-fold but remain only a fraction of China's over 1,000
tonnes and Japan 765 tonnes, according to the World Gold Council
(WGC).
    Central banks bought 80.8 tonnes of gold in the first
quarter, adding to 2011 purchase of more than 450 tonnes, the
WGC said. In recent months, a number of countries including
Russia and Kazakhstan also increased their gold reserves, data
from the International Monetary Fund showed. 
    "We have been of the view that we would increasingly see
more diversification of reserves and investments into gold,"
said Chirag Mehta, gold fund manager at Quantum Mutual Fund in
Mumbai, India. "This trend is likely to continue".
    Gold now accounts for 0.9 percent of the value of South
Korea's total foreign reserves at the end of July, up from 0.7
percent a month earlier, the central bank said. The total book
value of its gold holdings was at $3.0 billion, it added.
    South Korea's foreign reserves of more than $300 billion
ranked the seventh in the world and were equivalent to about 30
percent of its annual gross domestic product.
    The South Korean central bank said it now ranked 40th in the
world in gold holdings at the end of July, up from 43rd in June.

 (Additional reporting by Siddesh Mayenkar in MUMBAI; editing by
Miral Fahmy)

http://in.reuters.com