
大老师Bugsbunny|Sep 02, 2025 12:59
Simply put, no matter what happens, it's bullish for gold.
In the short term, it might create selling pressure on the crypto market, but it could also lead to further positioning in Bitcoin.
There are many measures that can be taken after the UK bond market crash, but without exception, they will benefit safe-haven assets. The real estate economy is likely under pressure.
Here are four possible scenarios:
• Fiscal tightening (austerity policies) → Short-term bullish for the bond market, bearish for the economy & stock market.
• Central bank bond-buying (liquidity injection) → Stabilizes the market short-term but drives inflation higher → Bullish for gold & $BTC.
• High interest rates to protect the exchange rate → Stabilizes the pound but hurts real estate & domestic demand, potentially leading to a recession.
• Failure of fiscal and monetary coordination → Worsening credit crisis, possibly evolving into a 'UK-style debt spiral.'
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