Société Générale maintains overweight positions in equities and commodities, particularly gold and copper, citing ongoing central bank gold purchases and supply shortages in copper. The bank forecasts gold prices to reach $5,250 an ounce by Q3 2027, driven by geopolitical risks, lower real interest rates, and a weaker U.S. dollar. Copper demand is expected to grow due to AI data center expansion, while supply remains limited due to underinvestment. The bank also reduces exposure to government bonds amid concerns over U.S. debt sustainability and rising borrowing costs, favoring a diversified portfolio with equities, commodities, and bonds.
Société Générale's outlook on gold and commodities provides context for market activity. For readers following US stocks on Pluang, here is the market snapshot as of Sep 18, 2026 23:51 WIB: out of 150 priced stocks, 44 rose and 105 fell. Notable movers include IBM at USD 230.03 with a 1-day change of -3.25% and a typical hold time of 86 days, FuelCell Energy Inc at USD 18.27 up 3.16%, and Plug Power Inc at USD 2.06 down 3.07%.
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Hon Hai Precision Industry Co., Ltd. is set to benefit from the rising complexity in AI-driven computing systems by leveraging its strengths in integration and large-scale manufacturing. The company reported a 41% increase in Q2 net sales and a 68% r...
On Holding, a Swiss athletic shoe company, is expanding into the global football market by partnering with soccer star Kylian Mbappé, who leaves Nike after nearly 20 years. This marks On Holding's first venture into football cleats and apparel, lever...
UnitedHealth Group is demonstrating a solid recovery with its Medical Cost Ratio (MCR) improving from 89.4% to 86.7%, and its earnings per share (EPS) guidance for 2026 has been raised twice. The company is strategically shedding lower-quality member...
