百利好晚盘分析：议息会议临近 继续敦促降息

Gold Sector - The U.S. Office of Management and Budget Director Russell Vought indicated that President Trump has clearly stated that the Federal Reserve should lower interest rates, amidst accusations of lavish spending by Powell on building renovations [1] - Bridgewater founder Ray Dalio warned that the escalating U.S. debt crisis is akin to an economic heart attack, with interest payments rapidly consuming government spending [1] - Key upcoming events include tariff negotiations before the August 1 deadline, the Federal Reserve's meeting, and non-farm payroll data, which may increase market volatility [1] - Technically, gold prices surged to a high of $3438 but experienced a significant decline, closing the week with a bearish candle; a potential rebound is possible if prices surpass the $3348 mark [1] Oil Sector - OPEC+ is set to hold a market oversight committee meeting on August 4, with expectations of adjustments to production plans, aiming to gradually reclaim lost market share with an increase of 548,000 barrels per day in August [2] - JP Morgan's analysis shows a year-on-year increase in global oil demand of 700,000 barrels per day in July, while global oil inventories rose by 1.6 million barrels, raising concerns about oversupply [2] - The recent trade framework agreement between the EU and the U.S. has reduced tariffs on European goods to 15%, alleviating some investor concerns, but the overall impact of tariff policies remains significant for oil demand [2] - Technically, oil prices have been in a weak consolidation phase, with a higher probability of further declines; resistance is noted at $66.50 and support at $64, with a potential drop to $60 if support is breached [2] Nikkei 225 - The Nikkei 225 index saw a significant rise starting last Wednesday, reaching a high of 42063, surpassing the peak from July 12, 2024, but began to retreat on Friday [3] - Short-term resistance is observed at 41300, while support is noted at 40400 [3] Copper Sector - Copper prices continued to rise last week, reaching a high of $5.88, indicating strong bullish momentum with potential for further increases [4] - Short-term focus is on the support level at $5.66 and resistance at $5.86 [4]