特朗普一再对格陵兰口出狂言 地缘政治不确定性升温叠加降息预期 金价站上4500美元关口

Group 1 - The U.S. President Trump's strong statements regarding Greenland have heightened geopolitical tensions, which resonate with the market's expectations for a Federal Reserve rate cut, leading to a sustained increase in gold prices [1] - Trump emphasized the strategic importance of Greenland for national security and mentioned various options being evaluated by his administration, including direct purchase and military presence expansion [1] - Analysts noted that rising geopolitical uncertainties have reinforced market risk aversion, providing additional support for safe-haven assets like gold [1] Group 2 - The latest U.S. employment data showed a non-farm payroll increase of only 50,000 in December, below the market expectation of 66,000, while the unemployment rate fell to 4.4% with a month-on-month wage growth of 0.3% [2] - This combination of data is perceived to provide policy space for the Federal Reserve to initiate rate cuts in early 2026, reinforcing market expectations for a cooling labor market [2] - Analysts indicated that the slowdown in employment growth, a slight drop in unemployment, and a weaker dollar collectively support gold prices, although inflation persistence may slow the rate cut pace [2] Group 3 - Despite short-term risks, the market remains optimistic about gold's mid-term outlook, with expectations that weaker-than-expected non-farm data strengthens bullish logic for gold [3] - Analysts predict that gold prices may trade in the range of $4,550 to $4,600 in the short term, with a breakthrough above $4,500 potentially opening up space to challenge historical highs [3] - As of the last close, spot gold rose by 0.72% to $4,509.73 [3]