Yield, Crypto & Gold Market Outlook Feb 2022 | Ewpple

 

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Ewpple - Yield, Crypto & Gold Market Outlook Feb 2022

Yield Market

• The Fed has signaled more rate increases and less bond buying by March, the ECB and BOJ have put current policy rates on hold, the PBOC implemented small rate cuts, and the RBI will maintain its accommodative stance.
• During an economic recovery, REITs can act as an inflation hedge.
• Growth in earnings, job & consumer spending, plus 2021 stimulus and higher property replacement costs support real estate demand, REIT income, and capital appreciation.
• The top investment opportunities - Industrial facilities in North America, data centers in Asia, the US residential sector, European office REITs, global cell towers, Japanese hotels, and self-storage facilities in Australia.
• Past 1 year returns for AGG: -3.6%
• Past 1 year returns for VNQ: +15%

Crypto Market

• Traders are bracing for more volatility in bitcoin and other cryptocurrencies due to a tightening cycle by central banks.
• Despite frequent price swings, some investors believe that blockchain technology, including the metaverse and NFTs, the built-in supply limit, and the network effect it creates will remain valuable over the long run.
• Cryptocurrencies will remain volatile going forward, but institutional and retail interest is growing.
• Past 1 year returns for BTC: -14%
• Past 1 year returns for ETH: +96%

Gold Market

• Gold is likely to face two key headwinds: higher nominal interest rates and a potentially stronger dollar.
• Nonetheless, the negative impact of these two drivers may be offset by other supporting factors, such as - high, persistent inflation, market volatility linked to COVID, geopolitics, and robust demand from other sectors, such as central banks and jewelry.
• Gold's behavior depends on which factors tip the scale.
• Past 1 year returns for GLD: +4.8%

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