Group 1: Gold Market - Spot gold surged last week, reaching a high of $3446.71, the highest in nearly two months, and opened strong today, breaking the $3450 mark with an intraday increase of nearly $20 before retracing to around $3415 [1] Group 2: Central Bank Meetings - This week is termed "Super Central Bank Week," with the market anticipating critical monetary policy meetings from the Federal Reserve, Bank of Japan, Switzerland, and the UK [2][6] - The Federal Reserve is expected to maintain its current interest rates for the fourth consecutive time, with focus on the policy statement, Chairman Powell's press conference, and the dot plot [5] - The market currently sees a 95% chance of a rate cut in September and another potential cut in December, with Citigroup predicting a total reduction of 75 basis points this year [5] Group 3: Inflation and Economic Indicators - The U.S. inflation rate rose to 2.4% in May, with core CPI at 2.8%, which is above the Fed's 2% target, supporting the Fed's "patience" stance [5] - Concerns about potential recession are heightened by signs of weakness in the job market, adding uncertainty to the Fed's rate cut outlook [5] Group 4: International Conflicts - The situation in the Middle East is escalating, with Israeli airstrikes targeting Iranian military infrastructure, leading to significant casualties on both sides, particularly for Iran [10][11] - U.S. President Trump indicated a possibility of a future agreement between Israel and Iran but acknowledged the likelihood of military conflict [13] - In the Democratic Republic of the Congo, a recent armed attack resulted in at least 318 deaths, highlighting ongoing security issues in the region [13][14]
中东杀红眼,黄金却怂了!
Sou Hu Cai Jing·2025-06-16 09:35