【黄金期货收评】贵金属整体将继续维持强劲走势 沪金涨1.35%

Group 1: Gold Market Overview - On September 29, the Shanghai gold futures closed at 866.52 yuan per gram, with a daily increase of 1.35% and a trading volume of 333,591 lots [1] - The spot price of gold in Shanghai on the same day was quoted at 857.03 yuan per gram, indicating a discount of 9.49 yuan per gram compared to the futures price [1] Group 2: Economic Indicators - The U.S. core PCE price index for August showed a year-on-year increase of 2.9%, matching expectations, while the month-on-month change was revised to 0.2% from a previous 0.3% [1] - Personal spending in the U.S. for August rose by 0.6%, exceeding the expected 0.5% [1] - The final consumer confidence index from the University of Michigan for September was reported at 55.1, slightly below the expected 55.4 [1] Group 3: U.S. Government and Monetary Policy - The U.S. federal government is facing a funding crisis as Congress has not reached an agreement on fiscal appropriations ahead of the October 1 start of the 2026 fiscal year [2] - Richmond Fed President Barkin indicated that upcoming data will influence whether the Federal Reserve should consider further rate cuts [2] - A senior U.S. official mentioned that Trump is open to relaxing restrictions on Ukraine's use of U.S. weapons against targets in Russia, although no specific commitments were made [2] Group 4: Market Sentiment and Predictions - According to Galaxy Futures, the recent U.S. PCE data aligns with market expectations, reducing barriers for a potential rate cut in October, while the dollar index and 10-year U.S. Treasury yields have declined [3] - The looming government shutdown may impact the release of subsequent non-farm payroll and CPI reports, increasing market uncertainty [3] - The rising geopolitical tensions, particularly in the Russia-Ukraine conflict, are expected to elevate market risk aversion, leading to a strong performance in precious metals [3]