百利好晚盘分析：降息预期升温 金价偏强运行

Group 1: Federal Reserve and Economic Impact - The current situation of the Federal Reserve is expected to boost expectations for interest rate cuts, which is favorable for gold prices [2] - Federal Reserve Governor Waller indicated that waiting another six weeks for a rate cut is acceptable, suggesting a potential move towards easing monetary policy [2] - President Trump’s desire to appoint a new Federal Reserve chair may be progressing, with Waller expressing willingness to accept the position if nominated [2] Group 2: Oil Market Dynamics - As of July 18, the number of active U.S. oil rigs was recorded at 422, slightly down from 424, indicating that U.S. oil production is likely to remain at relatively high levels [3] - OPEC+ plans to complete the final phase of restoring 2.2 million barrels of supply by September, with a monthly increase of 550,000 barrels [3] - The U.S. gasoline inventory has unexpectedly increased despite a decline in refinery utilization, suggesting that the peak of U.S. oil demand may be approaching [3] Group 3: Japanese Market Overview - The Nikkei 225 index is currently experiencing high-level range-bound adjustments, with a potential continuation of this trend [4] - The 20-day moving average is beginning to turn downward, indicating a risk of further declines in the market [4] Group 4: Gold Market Focus - Recent actions by the Federal Reserve have become a focal point for the market, with challenges to its independence arising from criminal charges against Chairman Powell for alleged false statements [6] - Congressional investigations are ongoing regarding the expansion of the Federal Reserve building project, which may impact market perceptions [6]