Group 1: Tariff War and Economic Implications - President Trump announced plans to significantly increase tariffs on Indian goods due to India's purchase of Russian oil and weapons, which he claims is for profit [1][3] - Trump threatened additional punitive tariffs on India, stating that if India continues its current purchasing behavior, a 25% import tariff would be imposed [3] - India's government responded by emphasizing that its oil imports from Russia are part of long-term contracts and are necessary for stabilizing energy costs for consumers [4] Group 2: Employment Data and Market Reactions - Trump accused the U.S. Labor Department of manipulating employment data to favor Democrats, leading to his decision to dismiss the head of the Bureau of Labor Statistics [5] - The recent non-farm payroll report showed only a 73,000 increase in jobs, significantly below the expected 110,000, and the unemployment rate rose to 4.2% [8][9] - The disappointing employment data has raised concerns about the U.S. economy, leading to a spike in market volatility and increased expectations for Federal Reserve interest rate cuts [9][10] Group 3: Precious Metals Market Trends - Following the employment report, gold and silver prices increased, with COMEX gold futures rising by 0.85% to $3428.6 per ounce [8] - The market anticipates a high probability of interest rate cuts by the Federal Reserve, with a 94.4% chance of a 25 basis point cut in September [8] - Analysts predict that if the U.S. economy continues to weaken, it could lead to a favorable environment for precious metals, with gold prices potentially breaking above $3500 per ounce in the second half of the year [10][11]
突发!特朗普:将大幅提高对印度关税!印度回应“关税威胁”!美股、贵金属价格上涨
Qi Huo Ri Bao·2025-08-04 23:51