聚焦KCM Trade分析师兼福布斯顾问委员会成员Tim最新汇评！

Group 1: US-China Trade Developments - Risk assets have shown signs of recovery due to progress in US-China trade discussions, with a potential opportunity to reduce the current high tariffs (145% from the US and 125% from China) as officials meet in Switzerland [1] - Traders are closely monitoring the trade tensions between the two economic giants, as any clarity on tariff reductions could benefit risk assets [1] Group 2: Federal Reserve Meeting Insights - The Federal Reserve meeting this week is a major focus, with no rate adjustments expected this month, but traders are looking for clues about potential rate cuts in June [3] - Recent strong US employment data has reduced the urgency for a dovish tone from the Fed, making the likelihood of a June rate cut appear smaller [3] - Uncertainties surrounding trade agreements during the current 90-day tariff suspension period are crucial for the US and global GDP, influencing the Fed's future decisions [3] Group 3: Gold Market Trends - Gold prices have risen due to increased safe-haven demand amid geopolitical tensions, surpassing resistance at $3350 and reaching above $3400 [4] - However, headlines regarding US-China negotiations have somewhat suppressed gold prices, causing a retreat below $3400 [4] - Long-term bullish prospects for gold remain intact, but progress in trade agreements could challenge the demand for precious metals in the short term [4] Group 4: Oil Market Volatility - Oil market volatility has increased, with prices initially dropping due to OPEC+'s decision to increase production next month [6] - Geopolitical tensions and a slightly weaker dollar have allowed oil prices to rebound from weekly lows, with WTI crude trading around $59.27 [6] - Short-term optimism from potential trade agreements could support oil prices, although increased supply from OPEC+ may limit upward potential [6] Group 5: Economic Data Releases - The remainder of the week will see relatively few economic data releases, with the Bank of England expected to announce a 25 basis point rate cut and Chinese inflation data due over the weekend [8] - Developments in tariffs will continue to be a major driver for stock, commodity, and currency markets [8]