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许安鸿:黄金获得支撑继续看涨,原油利空已出还得看空
Sou Hu Cai Jing·2025-08-04 02:56

Group 1: Economic Indicators and Market Reactions - The US dollar index fell sharply by 1.37% to 98.67, marking its largest single-day drop in over four months due to weak non-farm payroll data, which heightened expectations for interest rate cuts [1] - The disappointing non-farm employment data for July significantly underperformed market expectations, leading to a substantial increase in the probability of a 25 basis point rate cut by the Federal Reserve in September [1][3] - Gold prices surged over $70, closing up 2.21% at $3363.03 per ounce, recovering all losses for the week and reaching a new high since July 25, supported by the market's anticipation of a rate cut [1][3] Group 2: Oil Market Dynamics - International crude oil prices continued to decline, with WTI crude oil futures dropping 3.04% to $67.24 per barrel, influenced by concerns over OPEC+ production increases and weaker-than-expected US employment data [4] - OPEC announced a decision to increase production by 547,000 barrels per day starting in September, contributing to a significant shift from a reduction to an increase in production strategy [4][6] - The oil market is expected to remain under pressure as the peak season for refined oil consumption approaches its end, with a potential further decline in prices anticipated [4][6]