美元走强压制金价！美联储“变脸”杀机尽显？

Group 1 - The US dollar index has risen above the 100 mark, reaching a three-month high, while international spot gold has experienced a decline, briefly falling below $3930 per ounce before rebounding above $3950 per ounce [1] - Silver prices saw a daily drop of nearly 2%, approaching $47 per ounce, but the decline has since moderated [1] Group 2 - Analyst Rhona O'Connell from StoneX indicated that gold is losing some of its bubble, reflecting concerns over the independence of the Federal Reserve, the possibility of stagflation, and potential geopolitical risks [3] - The US government shutdown may become the longest in history, leading to a pause in the release of official economic data, prompting investors to focus on unofficial reports, including the upcoming ADP national employment data [3] - Federal Reserve officials have differing views on how to address the current data gap, with some suggesting that the risk of a weakening labor market outweighs the risk of rising inflation, while others advocate for significant rate cuts [3] Group 3 - Traders are assessing whether the upward trend in gold prices will resume, with Federal Reserve policy being a key factor influencing the outlook [4] - There is a risk that the Federal Reserve may attempt to downplay expectations for rate cuts, as the probability of a December rate cut has decreased since last week [4] - The recent comments from Federal Reserve Chairman Jerome Powell cautioning against assuming further rate cuts in December aim to temper market expectations for monetary easing [4] - Uncertainty surrounding the implementation details of China's new gold tax policy may cast a shadow over the demand outlook for gold [4]