Episode Details
| Title | The recession question |
|---|---|
| Date | 4/11/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $GOLD - Gold is seen as a popular and effective hedge in the current uncertain environment, with continued strong performance.
- “Long positions in safe haven currencies, so not the dollar anymore, but yen and Swiss franc, and I would say gold, which has also been a very popular hedge. Those are things that continue to perform quite well and have have been right.” - Dominic (19:54)
- 🟢 $JPYUSD - 🔒
Bearish:
- 🔻 $USD - 🔒
- 🔻 $TREASURIES - 🔒
- 🔻 $CHINAGROWTH - 🔒
- 🔻 $EQUITIES - 🔒