美联储危急，黄金又变脸！

Group 1: Federal Reserve Insights - The Federal Reserve's July meeting minutes indicate that nearly all decision-makers support not lowering interest rates, with only two dissenters [4] - The overall tone of the July meeting was described as "hawkish," emphasizing reliance on upcoming economic data [4] - Market expectations suggest a 25 basis point rate cut in September, with ongoing debates about future rate cuts [8][11] Group 2: Market Reactions - U.S. stock indices showed mixed results, with the Dow Jones up 0.04% and the S&P 500 down 0.24%, marking its fourth consecutive day of decline [2] - Investors are closely monitoring the upcoming speech by Fed Chair Powell at the Jackson Hole Economic Symposium, which is expected to influence market sentiment [8][19] Group 3: Economic Indicators - The S&P Global is set to release the preliminary PMI data for August, with manufacturing PMI expected at 49.5 and services PMI at 54.2, indicating potential impacts on the dollar and gold prices [10][11] - A significant drop in the services PMI could negatively affect the dollar, while a rebound in manufacturing PMI above 50 could support the dollar's strength [11] Group 4: Geopolitical Developments - Russia reported significant military actions against Ukrainian forces, claiming over 1,300 casualties and the destruction of various military assets [13] - NATO confirmed its support for Ukraine during a recent defense ministers' meeting, highlighting ongoing geopolitical tensions [14][15] - In the Israel-Palestine conflict, Israel's military operations have resulted in substantial casualties, with over 62,000 reported deaths since the conflict's escalation [18]