Gold Sector - President Trump indicated a 25% chance of failure in the upcoming meeting with President Putin, while suggesting that both leaders are open to negotiations to end the Russia-Ukraine conflict [2] - July PPI data showed a significant increase of 3.3%, the highest since February, exceeding market expectations and indicating new inflation pressures in the U.S. supply chain [2][11] - Market analysts believe that the recent data has not changed the volatile pattern of gold prices, with traders advised to monitor developments from the U.S.-Russia negotiations [2] Oil Sector - API reported a weekly increase of 1.5 million barrels in U.S. crude oil inventories, while EIA data showed an increase of 3.036 million barrels, indicating weak demand relative to production [3] - OPEC+ has raised production levels to stabilize oil prices, but signs of weakness in global manufacturing, particularly in the U.S., may further negatively impact oil demand [3] - Political developments surrounding the U.S.-Russia meeting suggest potential negotiations regarding Ukraine, but the White House has downplayed expectations of significant outcomes [3] Dollar Index - The unexpected rise in PPI has led to a reassessment of the Federal Reserve's interest rate cut expectations for September, with some officials indicating that a significant cut may not be appropriate [4] - Officials have expressed that the impact of tariffs on inflation may take longer to dissipate, and the labor market remains at full employment but with potential downside risks [4] Nasdaq Index - The Nasdaq index faced resistance at 23,900, resulting in a high-level consolidation, with caution advised for potential pullbacks [6] Copper Sector - Copper prices faced downward pressure at $4.50, with a short-term downward trend observed, suggesting a focus on short positions [7] Market Overview - Treasury Secretary Mnuchin stated that gold will remain a store of value and will not reassess U.S. gold reserves [11] - The IEA forecasts a record oversupply of global oil next year [11]
百利好晚盘分析：美俄消息频出 市场静待结果
Sou Hu Cai Jing·2025-08-15 09:47