Group 1 - International gold prices surpassed $4,000 per ounce on October 8, reaching a high of $4,081, but have since fluctuated around this level, indicating a loss of confidence in dollar assets as multiple central banks sell dollars and buy gold [4][6][18] - The U.S. is highly sensitive to gold prices, with a strong stance against allowing prices to rise to $5,000, reflecting a strategy to maintain the dollar's position [6][17] - The Federal Reserve's recent rate cuts, including the fifth cut on October 29, have been reactive rather than proactive, influenced by economic data and external pressures, highlighting the current economic dilemma faced by the U.S. [3][12][14] Group 2 - The trade war has seen a noticeable slowdown since August 12, with both sides pausing certain tariff measures and seeking negotiation space, which is closely tied to monetary policy adjustments [9][11][18] - The recent easing of trade tensions has contributed to a decline in inflation, with September's CPI dropping from 0.4% to 0.3% month-on-month, and year-on-year inflation at 3%, below the expected 3.1% [11][21] - The interplay between interest rate cuts, trade war dynamics, and gold price movements reflects a delicate balancing act for the U.S. economy, as each adjustment impacts overall economic stability and the international standing of the dollar [17][19][21]
国际金价突破4000美元,美国贸易战突然放缓,美联储降息高达五次
Sou Hu Cai Jing·2025-11-08 15:52