机构看金市：8月27日

Core Viewpoint - The recent dismissal of Federal Reserve official Lisa Cook by Trump has heightened concerns over the independence of the Federal Reserve, leading to increased demand for gold as a safe-haven asset [1][2][3] Group 1: Market Reactions - Trump's unexpected action has intensified fears regarding the Federal Reserve's independence and has raised expectations for potential interest rate cuts, pushing investors towards gold [1] - Following the dismissal, the gold price rebounded to a two-week high, supported by a decline in the dollar index [2] - The market now anticipates a greater than 87% probability of a 25 basis point rate cut by the Federal Reserve in September [1] Group 2: Economic Indicators - The upcoming U.S. core PCE inflation data is being closely monitored as it may provide insights into the Federal Reserve's policy direction [1][2] - Powell's dovish remarks at the global central bank meeting suggest a shift to a straightforward 2% inflation target, which may further support the case for a rate cut [2] Group 3: Long-term Outlook - The trend of central banks purchasing gold, combined with global monetary expansion and de-dollarization, is expected to support a long-term upward trend in gold prices [2] - Zang Enterprises highlights that physical precious metals may become the only safe haven amid potential financial crises triggered by inflationary policies and vulnerabilities in the U.S. debt market [3] Group 4: Technical Analysis - The next resistance level for gold is identified at $3,409, with subsequent levels at $3,439 and $3,451, while the first support level is at $3,268 [3]