GUOTAI JUNAN I Zhou Hao: Gold has become a risk asset, priced according to AI logic, and the Federal Reserve chairman that Trump should appoint is surprisingly not Hassett?
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Guotai Junan International's chief economist Zhou Hao stated in a live broadcast that in the coming years, the United States will operate in a new equilibrium of 3% inflation and 2% growth. Gold has shifted from a safe-haven asset to a risk asset, and its pricing logic is now closer to that of AI. Global monetary policy has entered a multipolar era, with the US dollar passively stabilizing and non-US currencies struggling to gain strength. Long-term US Treasury bonds present a high certainty opportunity for 2026
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