风向变了？黄金ETF五个月来首现资金净流出！

Group 1 - The World Gold Council reported a global outflow of 19.1 tons from gold ETFs, valued at $1.83 billion, primarily driven by North American funds responding to changing tariff threats [1] - North American listed funds experienced an outflow of 15.6 tons of gold, worth $1.5 billion, as investor risk appetite improved due to better-than-expected temporary tariff relief between the US and China [1] - The report warns that the current neutral monetary policy stance of the Federal Reserve may pose headwinds for gold in the summer, although inflation concerns and unsustainable debt levels could mitigate these risks [1] Group 2 - European-listed ETFs saw a modest inflow of 1.6 tons, valued at $224 million, with France leading the inflow as investors sought protection amid economic slowdown and geopolitical uncertainties [2] - In Asia, there was a notable outflow of 4.8 tons from gold ETFs, valued at $489 million, marking the first outflow since November 2024, following a record demand in April [3] - The World Gold Council remains optimistic about gold's potential for appreciation, citing that inflation has not significantly increased due to global trade tensions and rising tariffs [3]