美贸易政策冲击消费韧性 伦敦银依旧保持强势

Group 1 - The core viewpoint of the news highlights the uncertainty in the U.S. economy due to the Trump administration's trade policies, which are characterized by a mix of aggressive tariff increases and temporary relaxations, creating a unique policy volatility trajectory [3] - The consensus in the economic community indicates that consumer confidence and spending capacity will be crucial in determining whether the U.S. economy falls into recession, with historical data showing that a year-on-year growth rate of over 3% in consumer spending can help the economy withstand external shocks [3] - The dynamic balance between policy volatility and consumer confidence is becoming a key battleground affecting the U.S. economic outlook [3] Group 2 - The current sentiment in the silver market is optimistic but cautious, with long-term undervaluation driving market enthusiasm for buying, while short-term technical indicators suggest overbought conditions [4] - Despite the U.S. dollar index rebounding near the 99 mark, silver maintains its strength, indicating that its upward momentum is not solely dependent on safe-haven demand or dollar weakness, but has independent driving logic [4] - Structural bullish confidence in silver is expected to provide ongoing financial support for the market [4]