Key Trades:
Rationale:Anticipated US Fed rate cuts.Increased demand driven by US policy uncertainty and geopolitical tensions.Outlook:Strong demand from financial institutions, investors, and central banks makes gold an attractive entry point.
Crude Oil (Brent Crude Spreads):
Strategy:Long May/June 2025 spreads, short May/June 2026 spreads.Rationale:Near-term upside due to low valuation and Iranian supply risks.Medium-term downside due to increased spare capacity and risks of tariff escalation.Rationale:Anticipation of a global LNG supply surge.Prices likely to fall below lignite economics to manage storage levels.
Conclusion:
MUFG’s top trades reflect strategic positioning for key dynamics in 2025, with bullish sentiment on gold, tactical oil spreads, and bearish bets on long-dated natural gas prices.
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This article was written by Adam Button at www.forexlive.com. Read More Details
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