6月CPI成市场风向标金价回落即多

Group 1 - The London gold market is currently experiencing a slight upward trend, with prices hovering around $3356.02 per ounce, marking a 0.01% increase from previous levels [1] - The highest price reached during the session was $3373.69 per ounce, while the lowest dipped to $3354.86 per ounce, indicating a short-term oscillating trend in gold prices [1] Group 2 - The upcoming release of the June Consumer Price Index (CPI) is a focal point for the market, with Barclays strategists noting that historical data shows this month typically has the highest deviation from expectations [2] - The interpretation of current data should consider the impact of the Trump administration's tariff policies, which could significantly influence inflation readings and market expectations for Federal Reserve rate cuts [2] - Brandywine Global Investment Management highlights that future inflation reports will reflect the effects of the trade war, suggesting that the Federal Reserve may lack the impetus to cut rates in September due to resilient employment and asset valuation concerns [2]