> Interesante correlación Oro - Decisiones Europeas

[nicdoul]

http://www.cnbc.com/id/48418103

Hablan de 8 factores que se siguen, pero la conclusión sobre el Oro

Gold

First and foremost, Cramer always watches gold. He insists that every investor should not only own gold but also track the precious metal along with him — by using the SPDR Gold Shares Trust [GLD 156.49 -0.94 (-0.6%) ]. Sometimes it’s hard to tell what gold is really measuring, especially when the commodity outperforms every other asset class in both good times and bad. But gold isn’t fickle, he said. At times, gold simply reacts to a given set of stimuli, and right now he’s waiting to see what signals it sends about Europe.

In the past, Cramer said, gold has served as a fairly accurate indicator of when Europe was about to make big moves to solve their problems, either by printing out more money or borrowing funds to buy sovereign debt. Gold prices almost always edge higher ahead of European moves that most investors would consider “positive,” such as bringing down Italian and Spanish bond yields, and they usually fall right before Germany vetoes an operation.

“That makes sense because right now, gold is serving as a barometer for inflation,” he said.

If the precious metal declines on Wednesday, Cramer said that’s a signal that “the era of unity and good feelings in Europe is off,” whereas a rally in gold should mean very good things for the market.