Скачать или смотреть Gold at Records, AI Capital Flows, and Geopolitics | Market Drivers Daily 2026-01-27

This daily market update looks at how geopolitical risk, safe-haven flows, and the evolving AI cycle are shaping multi-asset investing and cross-asset outlooks. We connect moves in gold, sovereign bonds, FX, and equities to shifting political risk and AI-driven capital expenditure so that portfolio management decisions can reflect the latest macro regime shifts.

We also examine how AI is fragmenting tech leadership, what earnings and valuation signals investors are watching, and how safe-haven demand in gold and Treasuries interacts with trade tensions and policy uncertainty. The narrative is designed for investors tracking asset allocation, risk management, and equity sector positioning across global markets.

Key takeaways:
Geopolitical tensions are broadening from headline tariffs to deeper supply chain, travel, and corporate capex effects, particularly around China, North America, and Europe.
Safe-haven demand has pushed gold through the 5,000 level with miners and other precious metals rallying, even as Treasuries and gilts remain relatively stable.
Central bank buying, fiscal concerns, and de-dollarization narratives are supporting a structural bid for gold, but options markets flag rising correction risk.
AI remains a macro growth engine, with heavy investment in chips, cloud, and data centers, while leadership within tech is fragmenting and valuation questions are rising.
Enterprises face pressure to show tangible AI productivity gains and manage labor disruption as regulators increase scrutiny of AI-generated content.

This video is for information only and is not investment advice.

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Chapters:
00:00 Today’s Top Market Drivers
00:24 Geopolitical Tension
03:49 Flight to Safety
07:08 AI Trend
11:44 Key Takeaways