Group 1 - Gold prices remain strong around $4230, supported by weak U.S. economic indicators and expectations of further Federal Reserve policy easing in December [1] - The U.S. ISM Manufacturing PMI has been in contraction for nine consecutive months, dropping to 48.2, which diminishes market confidence in the U.S. economy [1] - The probability of a 25 basis point rate cut this month has increased to 87%, contributing to an upward trend in gold prices [1] Group 2 - The U.S. government shutdown has delayed the release of official data, leading to limited information for investors [2] - Key upcoming data, including ADP employment figures and ISM Services Index, will be crucial for short-term policy direction, with mixed expectations regarding the Federal Reserve's actions in December [2] - The market is also monitoring discussions around potential changes in the Federal Reserve chair position, which could introduce further uncertainty in interest rate expectations [2] Group 3 - Weak data and expectations of monetary easing continue to support gold, but cooling physical demand at high price levels and a potential rebound in the dollar may lead to increased volatility [3] - The upcoming U.S. data releases will be central to market performance, with the Federal Reserve's policy decisions under uncertainty due to incomplete data [3]
【UNFX财经事件】弱数据主导短线节奏 黄金靠稳高位 市场在12月利率路径上仍存分歧
Sou Hu Cai Jing·2025-12-02 03:46