Group 1 - The current market environment shows that gold has benefited from loose monetary policies, but the potential easing of geopolitical tensions is suppressing demand for gold as a safe-haven asset [2][3] - President Trump is scheduled to meet with President Putin to discuss ending the Ukraine war, which has generated optimism in the market regarding a potential de-escalation of conflict [2] - The extension of the tariff truce between China and the U.S. for 90 days has alleviated tensions from global trade disputes, leading investors to reduce their safe-haven allocations in gold and favor riskier assets [2] Group 2 - The Atlanta Fed President stated that the U.S. economy is close to full employment, providing the Federal Reserve with flexibility in policy adjustments [3] - Traders have fully priced in a 25 basis point rate cut by the Federal Reserve in September [4] - Recent gold price movements showed a volatile upward trend, with potential for further increases if support levels are maintained [5]
地缘风险降温 黄金避险溢价消
Jin Tou Wang·2025-08-14 02:13