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Group 1: Gold Market Insights - Spot gold closed up $19.30, nearly 0.6%, reaching $3416.78, the highest since July 13 [1] - Current trading shows gold slightly down, hovering around $3410 [1] - Wall Street banks predict significant increases in gold prices, with Goldman Sachs forecasting $3700 by the end of 2025 and $4000 by mid-2026 [15] Group 2: U.S. Economic Indicators - U.S. stock indices saw slight gains, with the Dow Jones up 0.16% to 45636.9 points, and both the Dow and S&P 500 reaching new closing highs [2] - The U.S. Labor Department reported first-time unemployment claims at 229,000, slightly below the expected 230,000 [2] - The second quarter U.S. GDP annualized revision shows a growth of 3.3%, exceeding the expected 3.1% [4] Group 3: Federal Reserve's Monetary Policy - Federal Reserve Governor Waller supports a 25 basis point rate cut in September, with an 89% market probability for this action [5] - Morgan Stanley suggests that while the market anticipates a high probability of a rate cut, the actual likelihood may be closer to 50% due to strong economic indicators [8] - Waller's comments are seen as politically motivated, potentially indicating a shift in future monetary policy [7] Group 4: U.S.-EU Trade Relations - The European Commission proposed two legislative measures to implement tariff reductions on U.S. goods, aiming to stabilize transatlantic trade relations [10] - The proposals include the cancellation of certain U.S. industrial tariffs and a reduction of U.S. tariffs on EU automobiles from 27.5% to 15% [10] Group 5: Inflation Indicators - The upcoming U.S. core PCE inflation report is highly anticipated, with expectations of a 0.3% month-over-month increase and a year-over-year rise from 2.8% to 2.9% [11]