Macro News - The recent China-U.S. trade talks led by Chinese Vice Premier He Lifeng and U.S. Treasury Secretary Janet Yellen resulted in constructive discussions on key economic issues, including maritime logistics, shipbuilding industry measures, and agricultural trade [1] - The U.S. September CPI data came in below expectations, with the annual rate at 3% compared to the expected 3.10%, which has led traders to bet on two more interest rate cuts by the Federal Reserve this year [1] Institutional Views - The better-than-expected U.S. CPI data has cleared the way for a potential interest rate cut by the Federal Reserve in October, supporting precious metal prices [2] - The recent China-U.S. trade negotiations have improved market risk sentiment, which has exerted some downward pressure on precious metals [2] - The upcoming "super central bank week" is expected to increase market volatility, with the Federal Reserve, European Central Bank, and Bank of Japan all holding meetings amid economic risks from a potential government shutdown in the U.S. [2]
银河期货：本周迎来“超级央行周” 贵金属或持续调整
Jin Tou Wang·2025-10-27 07:13