一周热榜精选：黄金成关税新目标？美联储迎来鸽派新理事

Market Overview - The US dollar index fell this week, reaching a 10-day low, primarily due to Trump's nomination of a dovish Federal Reserve governor, which increased market expectations for future rate cuts [1] - Spot gold recorded its second consecutive week of gains, driven by rising expectations for Fed rate cuts and new tariffs on 1 kg gold bars, pushing prices to a historical high of $3534 per ounce [1] - The international oil price is expected to decline for seven consecutive days as OPEC+ significantly increased production, alleviating concerns over potential supply shortages due to sanctions on Russian oil [1] Investment Bank Insights - Citigroup raised its short-term gold price forecast from $3300 to $3500 per ounce, adjusting the three-month price range from $3100-$3500 to $3300-$3600 [4] - Goldman Sachs expects the Fed to begin a series of rate cuts starting in September, with potential cuts of 25 basis points, and possibly 50 basis points if unemployment rises further [4] - Morgan Stanley has moved its forecast for the first rate cut from December to September, now anticipating three cuts this year [4] Trade Developments - The US government implemented "reciprocal tariffs" on various trade partners, with Japan and India facing significant tariff adjustments [5][6] - The US has imposed a 39% tariff on Swiss gold exports, which could significantly impact the market dynamics for gold trading [7] Geopolitical Events - A meeting between Presidents Trump and Putin is anticipated, marking a significant moment in the ongoing Russia-Ukraine conflict [8] - Trump's nomination of a dovish Federal Reserve governor is expected to reinforce market expectations for rate cuts [9] Corporate Developments - Apple announced a $100 billion investment in the US, which includes a new manufacturing project, following Trump's announcement of a 100% tariff on imported semiconductor chips [12] - The Federal Reserve's potential policy changes could open new funding sources for alternative asset managers, benefiting firms like Blackstone and KKR [14]