富格林投资：关税贸易战或现转机 联储利率走向引关注

Group 1 - The core viewpoint of the articles highlights the fluctuations in gold prices influenced by geopolitical tensions and trade negotiations between the US and China, with a notable drop in gold prices due to reduced demand for safe-haven assets as trade talks progress [1][3][4] - Gold prices experienced a significant drop of nearly 2% in early Asian trading on May 7, following a two-week high, attributed to optimism surrounding US-China trade discussions [1][3] - Despite the recent decline, gold prices have increased by over 4% for the week, indicating underlying support from geopolitical risks and inflation concerns [1][4] Group 2 - The US Treasury Secretary's comments on the potential for progress in US-China trade negotiations have contributed to a more optimistic market sentiment, impacting gold's safe-haven demand [3][4] - The ongoing geopolitical risks, including the Russia-Ukraine conflict and tensions in the Middle East, continue to drive safe-haven investments into gold [4][5] - The upcoming Federal Open Market Committee (FOMC) meeting is anticipated to influence gold prices, with expectations that the Fed will maintain interest rates, which could further support gold if a dovish stance is indicated [5][6] Group 3 - Oil prices have surged due to increased demand from Asia and a decrease in US production, with WTI crude oil rising by 3.18% to $58.97 per barrel [7][8] - The OPEC+ decision to increase production significantly in June may create downward pressure on oil prices in the medium term, despite current upward momentum driven by easing trade tensions [8][10] - The market is closely monitoring US inventory data and trade negotiations, as these factors are crucial for understanding future oil price movements [8][10]