世界黄金协会：2024年黄金市场展望报告（英文版）（9页）.pdf

1、Gold Outlook 2024 Where do we land from here?Gold Outlook 2024|Where do we land from here?01 About the World Gold Council We are a membership organisation that champions the role gold plays as a strategic asset,shaping the future of a responsible and accessible gold supply chain.Our team of experts

2、builds understanding of the use case and possibilities of gold through trusted research,analysis,commentary and insights.We drive industry progress,shaping policy and setting the standards for a perpetual and sustainable gold market.For more information Research Jeremy De Pessemier,CFA jeremy.depess

3、emiergold.org+44 20 7826 4789Johan Palmberg johan.palmberggold.org+44 20 7826 4786Kavita Chacko kavita.chackogold.org+91 22 6157 9135Krishan Gopaul krishan.gopaulgold.org+44 20 7826 4704Louise Street louise.streetgold.org+44 20 7826 4765Ray Jia ray.jiagold.org+86 21 2226 1107Taylor Burnette taylor.b

4、urnettegold.org+1 212 317 3825Juan Carlos Artigas Global Head of Research juancarlos.artigasgold.org+1 212 317 3826Strategy John Reade Market Strategist,Europe and Asia john.readegold.org+44 20 7826 4760Joseph Cavatoni Market Strategist,North America joseph.cavatonigold.org+1 212 317 3844Contents Wh

5、ere do we land from here?2 All eyes on the Fed 3 A recession is not off the table yet 3 A(less likely)third option 4 Can gold break away?5 Sidewinding in a soft landing 5 Consistent recessionary outperformer 5 Higher rates may spook 6 History may not have the last word 6 Gold Outlook 2024|Where do w

6、e land from here?02 1 The LBMA Gold Price PM was nearly 13%higher y-t-d as of 1 December,performing better than the Bloomberg Commodity Index,Bloomberg Global Bond Aggregate,and the MSCI All Country Index excluding the US.Where do we land from here?Gold had a strong 2023,defying expectations amid a