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金价大跌!美联储降息“板上钉钉”?
Sou Hu Cai Jing·2025-08-18 02:22

Group 1: Economic Indicators and Market Reactions - The US Consumer Price Index (CPI) for July showed a year-on-year increase slightly below expectations, boosting market optimism for potential Federal Reserve interest rate cuts, leading to a rise in the three major US stock indices, with the Dow Jones up 1.74%, S&P 500 up 0.94%, and Nasdaq up 0.81% [1] - The International Energy Agency reported that global oil supply growth is expected to significantly outpace demand over the next two years, potentially causing further market imbalance, with NY oil prices down 1.69% and Brent oil prices down 1.11% last week [3] - Gold prices fell over 3% last week, marking the largest weekly decline since March, as market expectations for a Federal Reserve rate cut in September solidified [5] Group 2: Geopolitical Developments - Investors are focusing on the upcoming meeting between US President Trump and Ukrainian President Zelensky in the White House, which is expected to discuss all details related to ending the Russia-Ukraine conflict, with potential implications for geopolitical tensions [7] - The global central bank meeting in Jackson Hole, Wyoming, is anticipated to be a key event, with Federal Reserve Chairman Powell's speech expected to address aggressive rate cut expectations [9] - Recent comments from two Federal Reserve officials indicate a need for clearer understanding of tariff impacts on inflation before deciding on rate cuts, making Powell's stance on rate cuts and economic outlook a focal point for investors [11]