Core Viewpoint - The recent firing of a Federal Reserve governor by Trump has raised questions about the independence of the Federal Reserve, increasing demand for safe-haven assets like gold [1] Group 1: Market Reactions - Gold prices initially fell but later rose, with COMEX gold futures closing up 0.55% at $3,451.80 per ounce [1] - The China Gold ETF (518850) decreased by 0.04%, while the gold stock ETF (159562) dropped by 4.15% [1] Group 2: Federal Reserve Insights - New York Fed President Williams indicated uncertainty regarding interest rate cuts, stating that any decision will depend on upcoming data before the September 16-17 meeting [1] - Recent weak employment data and dovish comments from Powell suggest that the PCE data will be crucial in determining the Fed's direction [1] Group 3: Implications for Gold - The pressure on the Federal Reserve from Trump's actions may amplify the impact of inflation data, potentially increasing market volatility [1] - If legal disputes escalate, market risk aversion could rise, boosting demand for gold as a hedging tool, especially if PCE data is dovish, which may lead to a new wave of gold price increases [1]
美联储鸽派表态,金价延续强势,PCE数据或成美联储政策转向关键
Mei Ri Jing Ji Xin Wen·2025-08-28 01:40