Group 1 - Recent economic data has been leaning dovish, paving the way for the Federal Reserve to initiate a rate cut cycle, with significant signals from Powell and a historic downward revision of non-farm employment by 910,000 [1] - The expectation of rate cuts is enhancing the attractiveness of precious metals by suppressing the dollar and real interest rates, leading to a strong performance in silver, which has seen a notable increase due to both gold's rise and a correction in the gold-silver ratio [1] - As of September 12, gold futures rose by 0.58% to $3,694.8 per ounce, while silver increased by 1.37% to $42.730 per ounce, with domestic silver prices breaking the 10,000 yuan per kilogram mark, reaching a historical high [1] Group 2 - The latest data shows that the U.S. August CPI rose by 2.9% year-on-year and 0.4% month-on-month, with core CPI at 3.1% year-on-year and 0.3% month-on-month, indicating persistent inflation without deterioration [2] - Initial jobless claims surged to 263,000, the highest in nearly four years, signaling a slowdown in the labor market, which reinforces expectations for a 25 basis point rate cut by the Federal Reserve next week and supports the potential for three cumulative cuts by year-end [2] - Treasury Secretary Becerra is engaging with potential Federal Reserve chair candidates and is advocating for a "organic" approach to reducing the balance sheet, aiming to carefully cut the Fed's substantial bond holdings and lessen economic intervention [2] Group 3 - Precious metals are expected to continue a volatile upward trend in the medium to long term, with short-term gold prices projected to fluctuate between $3,550 and $3,730 per ounce, corresponding to domestic gold prices between 790 and 845 yuan per gram [3] - Silver prices are closely monitored around the $43 per ounce resistance level, with a potential target of $45 per ounce if a breakthrough occurs, translating to approximately 10,150 yuan per kilogram domestically [3] - The suggested strategy is to gradually accumulate positions on dips in the market [3]
沪银破万创记录 沪金震荡蓄新能
Jin Shi Shu Ju·2025-09-12 06:28