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WSJ
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A New Wall Street Trade Is Powering Gold and Hitting Currencies

1. Investors are turning to gold, bitcoin as alternatives to the USD. 2. Record $33B influx into gold ETFs indicates increased demand for safe assets. 3. BlackRock readjusted portfolios to include gold as a hedge against volatility. 4. Macroeconomic instability fuels interest in gold, raising prices to record levels. 5. Federal Reserve's potential rate cuts may encourage further investment in gold.

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FAQ

Why Bullish?

The shift towards gold and other hedges signals increased investor demand. BlackRock's portfolio adjustments show institutional confidence in gold as a hedge.

How important is it?

The article highlights a significant shift in investment strategy that impacts BLK. As a major institutional player, BlackRock's actions and market insights are crucial indicators.

Why Long Term?

Long-term inflation expectations and monetary policy are reshaping asset allocation trends. If central banks continue to purchase gold, prices could remain buoyed over the long term.

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