Group 1 - The Federal Reserve is expected to implement further monetary easing, with an 80.3% probability of a 25 basis point rate cut in September, driven by disappointing employment data and pressure from the Trump administration [1][2] - Gold is positioned to break out of its current trading range due to dual support from rising rate cut expectations and geopolitical uncertainties, with a recommendation to buy on dips [2][3] - Long-term prospects for gold remain positive due to ongoing geopolitical tensions, increasing de-globalization, and a weakening dollar, which are expected to support central banks' continued net purchases of gold [2][3] Group 2 - The demand for gold is anticipated to rise as global trade uncertainties and concerns over the Federal Reserve's independence grow, potentially leading to a significant rebound in gold prices [3] - WisdomTree forecasts that gold could reach $4000 per ounce by Q1 2026, driven by the erosion of the U.S. reputation as a reliable trading partner and the increasing demand for hard assets [3]
机构看金市：8月4日
Xin Hua Cai Jing·2025-08-04 07:19