Hibor破3%预警流动性危机 comex黄金期货空头下探3320

Group 1 - The core viewpoint indicates that global stock markets are showing mixed trends, with a generally weak performance as the market approaches historically volatile months of September and October [2] - Hong Kong's interbank lending rate (Hibor) has surged above 3%, reaching a five-month high, raising concerns among analysts about its potential impact on economic recovery [2] - Morgan Stanley warns that sustained high Hibor rates could lead to cautious investor behavior and reduced borrowing demand, negatively affecting Hong Kong's economy [2] Group 2 - The U.S. has imposed a 50% tariff on Indian imports as a punishment for purchasing Russian oil, affecting over 55% of goods exported to the U.S., particularly impacting labor-intensive sectors like textiles and jewelry [3] - This tariff move threatens India's export competitiveness and raises doubts about its ambitions to become a manufacturing hub, with exporters facing reduced orders and potential layoffs [3] - The EU plans to accelerate legislation to eliminate tariffs on U.S. industrial products, acknowledging that the agreement favors the U.S. but emphasizes its importance for EU business stability [3] Group 3 - December gold futures are currently in a bullish position, with the next target for bulls being to push prices above the key resistance level of $3,500 [4] - The first resistance level is identified at the overnight high of $3,444.30, with further resistance at $3,450; the first support level is at $3,400, with additional support at this week's low of $3,396.10 [4]