Group 1 - Silver market showed a rebound on Monday morning, with a focus on long positions due to the recent rise in U.S. Treasury yields, which increased from a five-month low of 3.994% to 4.06%, marking a rise of approximately 1.12% [1] - The upcoming retail sales report is expected to be a key indicator that will impact consumer demand and the yield curve, especially ahead of the Federal Reserve meeting [3] - The dollar index experienced a slight increase of 0.08% to 97.60, but remains near a one-and-a-half-month low, with a weekly decline of 0.12% [3] Group 2 - The geopolitical tensions are rising, particularly with U.S. President Trump's reaffirmation of sanctions against Russia, which may further strain transatlantic relations [3] - The Ukrainian drone forces have targeted a major Russian refinery, which could impact oil production and prices, as the refinery has an annual output of 20 million tons [4] - Gold is seen as a safe haven amid uncertainty, with expectations that if the Federal Reserve signals a dovish stance, gold prices could easily surpass the $3,700 mark, aiming for a mid-term target of $3,900 set by UBS [4]
黄金冲刺3900美元需过美联储关卡，降息预期叠加地缘风暴催化
Sou Hu Cai Jing·2025-09-15 08:10