华安基金：美国通胀温和上涨，本周关注美联储利率决议

Group 1 - Gold prices continued to rise, reaching a historical high with London spot gold closing at $3,643 per ounce, a week-on-week increase of 1.6%, while domestic AU9999 gold closed at 830 yuan per gram, up 2.3% week-on-week [1] - The U.S. inflation rate for August showed a mild increase, with the CPI year-on-year at 2.9%, matching expectations and slightly up from the previous value of 2.7%. The month-on-month CPI rose by 0.4%, slightly above the expected 0.3% [1] - The U.S. job market is showing signs of cooling, with initial jobless claims rising to 263,000, the highest in nearly four years, indicating pressure on consumer spending due to weak wage growth of only 0.7% year-on-year [1] Group 2 - The Federal Reserve is expected to restart interest rate cuts in September, which may benefit gold prices. Additionally, global geopolitical conflicts and high debt levels are raising concerns about U.S. government debt interest costs and the independence of the Federal Reserve [2] - Key signals to watch for gold ETFs include the Federal Reserve's interest rate decision and Powell's statements, as well as U.S. retail data [2]