저자: TechNetIndia · 외국인
요약 보기
달리오의 미국 부채위기 경고를 인용해 3년 내 글로벌 증시 충격 가능성을 주장. 미국 재정적자(세입 5.5조 달러 vs 지출 7.5조 달러 수준)와 달러 약세, 채권시장 불안을 근거로 제시. 금 가격은 3개월 고점 근처(온스당 약 620달러), 최근 1주 5.57%·1개월 12.85% 상승을 언급. 금 비중 10~15% 편입을 권고하며 달러·금리 흐름을 주시하라고 함.
다듬은 글
Hello. Is your money also dependent on the stock market ? Are you also feeling elated seeing this record-breaking rise in the stock market ? So wait because the world's biggest and legendary investor Dalio has given such a scary warning that it can cause an earthquake in the stock markets around the world.
Yes, such a storm is about to come which can destroy your hard earned money in the blink of an eye. The ground is about to slip from under the feet of stock market investors. Because the American debt crisis is knocking at the door, which will bring the entire world economy to its knees within the next 3 years.
Ray Dalio says that the increasing debt in America, the weakening dollar and the turmoil in the bond market are not minor signs. This is a big red signal for the stock market. Dalio, founder of Bridgewater Associates, has clearly warned investors to reduce their money in long-term government bonds and immediately invest at least 10 to 15% of their portfolio in gold.
If investors do not change their strategy, then within the next 3 years, the US debt crisis will engulf the financial markets of the entire world. Now understand what is going on in America that is making the big giants of the stock market tremble. Listen to the data very carefully. This year, the US government's estimated revenue is estimated to be only $5.5 trillion.
But his government's wasteful expenditure is going to reach Rs 7.5 trillion. That means there is a huge gap of Rs 2 trillion. The extent is such that the US government has to spend one trillion dollars just to pay the interest on its old debt. Just imagine, when this is the condition of the superpower, will the stock market be able to withstand this huge pressure ?
no way. Whenever the debt risk and currency inflation on the government increases, the danger of heavy selling in the stock market looms. That is why gold and silver have picked up pace amidst this dreadful uncertainty. Gold has reached close to a 3-month high in the international market and tremendous strength is being seen in gold in our domestic market as well.
Talking about the data, 1 kg gold with expiry date of 5 October 2026 was trading at around ₹163000 with an increase of about 0.48%. If we look at the past history, then within the last one week only, it has seen a strong rise of 5.57% and in the last one month, gold has jumped by 12.85%. However, it also saw a slight decline of 1.19% over the 3-month period, which shows that the market is still volatile.
Not only this, gold has reached close to $620 per ounce in the international market. Last week itself, it saw a huge rise of more than 5%. The biggest reason behind this stormy rally is the change in the US bond market. Where the US Treasury has decided to increase the buyback of long-term government bonds.
The move followed a softening of bond yields and increased pressure on the US dollar. Whenever the dollar weakens, money flows out of the stock market and into gold. Because it becomes much cheaper for investors with other currencies to buy gold. Not only gold but also digital assets like silver and bitcoin are also witnessing a lot of activity.
Silver has reached around Rs 69.29 per ounce in the international market. While Bitcoin is trading above the historic level of $7000. But if we talk about silver in the Indian market, 1 kg silver with expiry date of 7th September 2026 was trading at around ₹245,000 with a slight decline of 0.34%. However, silver has also shown a rise of 3.47% in the last one week and 3.84% in 1 month.
Now the biggest question is what should our stock market investors do? Remember, in the times to come, the direction of gold and stock markets will not be determined only by US debt. The US dollar, bond yields, treasury policies, fiscal deficit and global economic conditions will play a very important role behind this.
If the dollar remains weak, this explosive rise in gold prices will continue and the stock market will remain under pressure. But if the dollar strengthens and the bond market stabilizes, this rise in gold prices may be halted. Therefore, before taking any hasty decision, keep a close eye on the fluctuations in both gold and stock markets and as per the advice of Red Daily, make gold a part of your portfolio to secure your investment. .
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