两家银行卷入欺诈案！投资者抛售涌入贵金属，白银疯涨却买不到货

Core Insights - The financial markets are experiencing significant volatility, with gold prices surpassing $4,379.96 per ounce and silver reaching $54.3775 per ounce amid a government shutdown that has lasted nearly three weeks [1][3] - The surge in precious metal prices is driven by a mass movement of investor funds from equities and bonds into gold and silver, with gold futures on October 15 hitting a record high of over $4,200 per ounce [1] - The U.S. government shutdown has halted the release of key economic data, leading to uncertainty in the markets, with Goldman Sachs estimating a potential GDP growth loss of 0.45 percentage points if the shutdown extends beyond three weeks [3] Gold Market - The probability of a 25 basis point rate cut by the Federal Reserve at the October 30 meeting has risen to 92.6%, which is favorable for gold as lower interest rates reduce the opportunity cost of holding non-yielding assets [5] - The London spot gold price reached a historic high of $4,040.05 per ounce on October 8, marking a 50% increase within the year [5] - A survey by the World Gold Council indicated that 95% of central banks expect to increase their gold holdings in the next 12 months, the highest percentage since the survey began in 2019 [5] Silver Market - The London silver market is facing liquidity issues, with prices exceeding $51 per ounce, nearing historical peaks from 1980 [3] - The price of silver in London has surged over 12% this month and more than 80% year-to-date, prompting institutions to transport silver bars from New York to London to meet delivery obligations [8] - The London silver inventory has decreased by 75% from 850 million ounces to approximately 200 million ounces between mid-2021 and 2024, driven by industrial demand and increased ETF holdings [10] Market Sentiment - The current market environment is characterized by heightened demand for safe-haven assets, with precious metals benefiting from both short-term panic and long-term trends [12] - Investors are advised to maintain a rational approach to asset allocation in precious metals, avoiding impulsive trading behaviors [12]