Possible scenario
Domestic Market Reform
20% Chance
The shift to net selling leads officials to revisit the 2022 requirement that the central bank buy local gold. The policy outcome matters most for domestic producers and refiners rather than global central-bank reserve trends.
Secondary impacts
- Non-Energy Materials -0.1%
Portfolio impact
S&P 500-0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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