Group 1: Gold Market Performance - On September 30, the Shanghai gold futures contract reported a price of 879.06 CNY per gram, with an increase of 2.01% [1] - The opening price for the day was 866.88 CNY per gram, reaching a high of 880.00 CNY and a low of 865.08 CNY [1] Group 2: Macroeconomic News - President Trump announced new import tariffs, including a 100% tariff on patented drugs and a 25% tariff on heavy trucks, creating new uncertainties in trade [2] - Consumer spending in the U.S. increased by 0.6% in August, surpassing the forecast of 0.5%, while personal income rose by 0.4% and wages by only 0.3% [2] - The savings rate fell to a low of 4.6%, the lowest in eight months [2] - The Personal Consumption Expenditures (PCE) price index rose by 0.3% month-on-month, with a year-on-year increase of 2.7%, the largest in two months [2] - Core PCE price index increased by 0.2% month-on-month and 2.9% year-on-year [2] Group 3: Federal Reserve Insights - Richmond Fed President Barkin indicated limited risks of rising unemployment or inflation, allowing the Fed to balance its dual objectives when discussing further rate cuts [3] - He noted that consumer spending is likely to remain robust unless there is a significant rise in unemployment [3] Group 4: Institutional Perspectives - The global economic environment is turbulent, with a weak U.S. economy and threats to the independence of the Federal Reserve, which supports positive sentiment for precious metals [4] - Market sentiment remains bullish, with a low likelihood of significant pullbacks in the short term [4] - Upcoming important data releases, such as non-farm payrolls and PMI, may cause volatility in the market [4]
大有期货： 贵金属做多情绪不减 节假日警惕数据波动
Jin Tou Wang·2025-09-30 07:06