Group 1 - Gold prices showed a slight increase, closing at $3332.02, up 0.27%, after hitting a two-week low [1] - In the European market, gold is trading around $3340 [1] Group 2 - U.S. stock indices had mixed results, with the Dow Jones down 0.25% at 42982.43, the Nasdaq up 0.31% at 19973.55, and the S&P 500 at 6092.16 [2] - President Trump is considering undermining Fed Chairman Powell, expressing frustration over the Fed's slow rate cuts [5] Group 3 - Potential candidates to replace Powell include Kevin Walsh, Kevin Hassett, Treasury Secretary Mnuchin, and Fed Governor Christopher Waller [6] - The market's future direction will depend on who is appointed as the next Fed Chair, with varying implications for market performance [6] Group 4 - Morgan Stanley predicts the Fed will cut rates seven times by 2026, starting in March, with a final rate of 2.5% to 2.75% [7] - Swap markets have increased the probability of a July rate cut to 40%, with total expected cuts for the remaining meetings of the year rising from 45 basis points to 60 basis points [7] Group 5 - Deutsche Bank reports that internal divisions within the Fed are at a ten-year high, complicating the future rate cut path [9] Group 6 - Investors are focusing on key economic data releases, including Q1 GDP, durable goods orders, and initial jobless claims, which could influence the dollar and gold prices [10] - If GDP data falls short of expectations, it may lead to a weaker dollar, benefiting non-dollar currencies and gold [10] Group 7 - There is a notable shift in investment focus, with firms rapidly selling European assets and reallocating to U.S. markets, particularly large tech stocks [12] - Major U.S. exchanges are in discussions with the SEC to relax listing regulations to attract more high-valuation startups [12]
关键数据，黄金箭在弦上！
Sou Hu Cai Jing·2025-06-26 09:38