黄金交易提醒：美联储降息预期“急转弯”，金价跌至两周低位

Group 1: Gold Market Overview - Gold prices are currently hovering around $3,333 per ounce, following a significant drop of 0.6% to $3,335.25 per ounce on Thursday, with futures down 0.7% to $3,383.20 [1] - The recent surge in the Producer Price Index (PPI) by 3.3% year-on-year, exceeding market expectations of 2.5%, has dampened hopes for aggressive rate cuts by the Federal Reserve [3] - The resilience of the U.S. labor market is evident, with initial jobless claims decreasing by 3,000 to 224,000, which supports the notion that the economy remains robust [4] Group 2: Economic Indicators Impacting Gold - The rise in inflation expectations and the decline in rate cut expectations have led to a 0.5% increase in the U.S. dollar index, reaching 98.25, marking the largest single-day gain in over two weeks [5] - U.S. Treasury yields have risen across the board, with the 10-year yield up 5.3 basis points to 4.293% and the 2-year yield up 5.4 basis points to 3.741%, further diminishing the appeal of gold as a non-yielding asset [5] - Analysts remain optimistic about gold's long-term prospects, suggesting that the Federal Reserve may face tough choices between combating inflation and supporting the economy [6] Group 3: Geopolitical Factors - The upcoming meeting between U.S. President Trump and Russian President Putin is anticipated to influence the geopolitical landscape, particularly regarding the Ukraine conflict [8][10] - Ukrainian President Zelensky and European allies are actively working to prevent any agreements that could jeopardize Ukraine's security during the U.S.-Russia summit [9] Group 4: Investment Outlook - In the short term, gold prices may continue to face pressure due to technical signals turning slightly bearish and the cooling of aggressive rate cut expectations [11] - However, uncertainties in the global economy and geopolitical situations continue to provide support for gold in the medium to long term [11]