Group 1 - The Federal Reserve officials expressed limited reasons for further interest rate cuts, with expectations of only one cut this year [1][2] - There is a significant divergence in opinions among officials regarding the appropriate interest rate levels and inflation targets [4][8] - The market is closely watching Fed Chair Powell's upcoming comments on the economic outlook, which may influence future monetary policy [6][8] Group 2 - Following the recent interest rate cut, there was a notable increase in gold ETF holdings, with SPDR Gold Trust's holdings rising to 1000.57 tons, the highest since August 2022 [7] - Gold prices have surged, reaching a record high of $3791 per ounce, with a year-to-date increase of 44%, driven by geopolitical uncertainties, inflation concerns, and rate cut expectations [10][11] - The current market conditions are described as a "perfect storm" for gold prices, despite rising concerns about potential bubbles [11]
0923：黄金逼近3800，各位期盼的公开课又来啦！
Sou Hu Cai Jing·2025-09-23 14:18