Group 1 - The U.S. Treasury Secretary, Yellen, indicated a potential for a 50 basis point rate cut by the Federal Reserve, suggesting that current rates should be lowered by 150-175 basis points [1] - Atlanta Fed President Bostic stated that if the labor market remains strong, a rate cut in 2025 would be appropriate [1] - The recent comments from U.S. officials, including former President Trump, have provided support for gold prices, with spot gold closing up 0.31% at 778.7 yuan per gram [1] Group 2 - According to Guangfa Futures, the market sentiment has weakened following trade agreements between multiple countries and the U.S., with tariff revenues potentially offsetting inflationary pressures, thus supporting dollar assets [3] - The deterioration of U.S. economic data in July has increased the likelihood of a rate cut by the Fed in September, while ongoing trade frictions continue to elevate market risk aversion [3] - The future influence of Fed officials' attitudes and U.S. inflation data on the market is expected to increase, leading to potential volatility [3] Group 3 - Technically, international gold prices are forming a triangle pattern, facing resistance at the previous high of $3450, indicating a need for stronger breakout drivers [4] - Despite macroeconomic news increasing gold price volatility, there remains potential for a price surge, suggesting a bullish strategy through low-cost call options during price pullbacks [4]
吹风降息,黄金要大涨?
Sou Hu Cai Jing·2025-08-14 08:56