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ไม่เกิน 3 เดือน ! ขาขึ้นใหญ่ทองคำมาแน่ ?

ทันโลกกับ Trader KP12:56

Transcription

I believe that within 3 months, gold will surge strongly because in 3 months, I interpret that inflation will decrease. In the US, inflation will decrease significantly, and the Fed will show a much clearer stance that we will not raise interest rates. Currently, the weight of investors that can drive gold prices up in the short term is Group 2. Normally, I like to talk about Group 2. Which group is Group 2? It's the group that buys for returns. This means that right now, people are still hesitant, wondering if the Fed will raise interest rates. I just answered that. And if they become confident, say in another month or two, inflation drops to 3%, for example. Wow, gold will surge then. It will surge crazily. The main support, like buy and hold, is central banks. Do they show clarity now? Will they start buying again? I think they have already started. And there are central banks that don't care about anyone, they just buy. China buys and buys all the time, right? But China alone is not enough to make gold surge significantly. Wait for what, do you know? Wait for the market to start interpreting clearly and confidently that okay, inflation is down, interest rates are not rising, the SET is not rising. That's when it will be the golden period of gold again. The annual investor gathering, Follow the Future 2026, the 4th time. A stage that brings together investors, experts, and global perspectives in one event. We are back with the film "Beyond Imagination: Investing in the Next World." Meet us at True Digital Park on Saturday, November 21, 2569. Early bird tickets are now on sale at a special price, limited to only 100 tickets. Khun Moo has been analyzing gold continuously in the past period. And today, I want Khun Moo to update his perspective on gold because the price has been falling all along. During the war, when the war ended, people who expected gold to rise thought that the negative factors were gone. After this, gold should finally rise. How does Khun Moo see the direction of gold prices after the war ends? I think like this. Let's look at the reaction first. Gold initially dropped to 4,000. Then, when the war ended, it rose by about 300, right? Yes, that's quite a lot. But will it go up to 5,000 now? It's currently 4,300. We have to look at it like this. Everyone is now confident that the agreement has been signed. But everyone is still hesitant because these things are slowly leaking out, right? Therefore, for all three groups of gold investors, I must emphasize first that currently, the weight of investors that can drive gold prices up in the short term is Group 2. Normally, I like to talk about Group 2. Which group is Group 2? It's the group that buys for returns. This means that right now, people are still hesitant, wondering if the Fed will raise interest rates. I just answered that. And if they become confident, say in another month or two, inflation drops to 3%, for example. Wow, gold will surge then. It will surge crazily. Because why? Because people are confident that the Fed probably won't raise interest rates anymore. Will it go down? I don't know, but it won't go up. Ah, like this, gold will go up because investors in Group 2 will buy a lot. Now, for investor Group 1, which I often talk about, it's Group 2, buying for returns. It must be compared to interest rates as the main factor. For Group 1, they buy to hedge against risk. This has less weight. How do we know? Because in the past, the war, or even more than the war, gold fell. This means this group not only doesn't have much weight, but it might even be the opposite of the past, I'm still wondering. Is this correct? Because if it still behaves the same way, during the war, gold should rise, not fall. But it was suppressed by Group 2 because at that time, they thought interest rates might rise because inflation was rising. So Group 2 wouldn't buy, they would sell. As for Group 3, which is the main support, like buy and hold, it's central banks. Do they show clarity now? Will they start buying again? I think they have already started. And there are central banks that don't care about anyone, they just buy. China buys and buys all the time, right? But China alone is not enough to make gold surge significantly. Believe it, right? But if everything is aligned, I think Group 3 will start buying again. That means you have to wait about 2 months. Wait for what, do you know? Wait for the market to start interpreting clearly and confidently that okay, inflation is down, interest rates are not rising, the SET is not rising. That's when it will be the golden period of gold. That's it. I'm answering the question like this. We still think that by the end of the year, there's still a chance of 5,000. There still is, but you might have to wait about 2 months, 3 months. And what is the investment advice now? Actually, if you bought at 4,000, 4,100, 4,200, you would be comfortable now, just sitting back. But if you haven't bought yet, for example, I think this period will be around 4,200, 4,300. You can buy around here, buy at a lower price, like 4,200 something, and then sit and wait. I think it's no more than 3 months. Gold will surge strongly because in 3 months, I interpret that inflation will decrease. In the US, inflation will decrease significantly, and the Fed will show a much clearer stance that we will not raise interest rates. That is a very positive signal for F1 gold to continue to surge. This signal is like when F1, boom, it reduces. But you have to wait a bit, 2-3 months. This war did not cause the US empire to collapse completely, not to that extent. But it did cause them to lose a lot. So, in summary, it means I think China is not coming in to replace. I ask, does China want to come in to replace? Honestly, it's better to ask the question again. Where in the world do you think China wants to replace the US? Let's use this term. Or does China just want to do what it wants to do, without caring if the US is there or not? Is it fairer to say it like this? The reason for entering is because China has its own goals. That is, I will go in, I will do my One Belt, One Road. I will go in to trade. So, it results in China's exports remaining strong every day, right? And it makes the Chinese economy prosperous, making Chinese people better off. That is their goal. But they don't have the goal of overthrowing the US. Do you know why? Because if the US collapses, China will also suffer. Because the dollar remains the best currency in the world, even if it depreciates. But it's still like that. And if there is no dollar, the world will be chaotic. What will be used as a medium? Today, gold cannot be used. Crypto cannot be used. The dollar must still exist. The US must still maintain its greatness. I believe it's like that. But they just have to allow others to rise. There is space for them. That's all. And China is satisfied with that. Actually, if you ask me, if China is considered second, they don't mind. But in reality, they are first in terms of trade and many other aspects. But they might be second in many things as well. And if you ask me, I think it's normal. So, in summary, it will happen. It's the Chinese philosophy. We have to talk about philosophy, right? We are not talking about policy. Philosophy is more important than policy. So, in summary, China probably doesn't want to replace the US. China just wants to have benefits or influence in the areas it desires. Yes. Finally, Khun Moo, regarding assets from now on, during the war, oil prices surged. The world feared inflation, feared interest rate hikes. Now we see oil prices falling continuously, even below $80. Does Khun Moo think the energy crisis, the fear of shortages, or the fear of stagflation, inflation, is completely over? After the war ends? I think it's over. You can think of it this way. In the last 3 months, you were stuck with the Hamas conflict. Oil could only rise this much. And you think today it's not closed, it's over. Where do you think oil will be? At most, I give it $70-80. $70-80. What kind of trade will it be with the world? And one thing I don't understand, this is my personal opinion, finally. Yesterday, when Khun Kevin came, and people panicked, thinking, oh, they will raise interest rates, how can they raise them? I was confused. Do you know why? Let me ask everyone. What do you think inflation will be in June? Not how much it will rise, but how much will it be? Because what did I start the program with? 4.2%. The 2% is based on oil at $102. Khun Nong Guitar just said it. What is the oil price today? WTI is below 80. Yes. I ask, it has almost come down to the level before the war. Before the war, what was inflation? At the beginning of the program, we said over 2%. Of course, it might not drop directly to over 2%. It's not like that. But 4.2 might drop to, well, 3.5, 3.7. And next month, it will definitely drop again. It might drop to 3, or it might drop to over 2 in the next 3-4 months. So, if that's the case, why would the Fed raise interest rates? I'm still confused. Give me a reason. Why raise interest rates if you are sure, or if you see that inflation will definitely go down? Yes. I ask, it's already exceeded the target for how many years? Let's use the word years, not months. Yes. When it was 2.6, it was still exceeding. The Fed still lowered interest rates. It's irrelevant. I see a clear trend, and it's happening. I think it's 99%. That 4.2 will drop to over 3, and there's a chance it will touch 3, and might be below 2. Below, sorry, might be below 3% in the next 3-4-5 months. The only thing I'm not sure about is whether it will drop to below 2. Do you know what it is? It's Trump. I don't know if after this, next month, Trump will come up with something else. I don't know. That will make inflation not fall quickly. Yes. I, Khun Suwat, cannot answer this. I don't know. But I, Suwat, think it will definitely happen. I think Trump is thinking about it or has already prepared it. After this, in another month or two, it will come again. I don't know what it is. Something. Which, which, Khun Moo also doesn't know what it is. Thank you everyone for following us all along. Our goal is to take this channel to 1 million subscribers to create a wider society of learning in economics, business, and investment. We now have YouTube Membership. By simply subscribing, you will receive exclusive content and seminars from PRP and Team Business Tomorrow. Please subscribe.