Macro News - The latest US initial jobless claims recorded 198,000, lower than the previous value of 208,000 and the expected 215,000, leading to an increased probability of delaying the next Federal Reserve rate cut to June [1] - The strong US dollar index reached a six-week high of 99.49, closing at 99.35, with a rise of 0.28%, putting pressure on gold prices [1] - Recent easing of tensions regarding Iran, as indicated by Trump's comments, has reduced market expectations for an escalation in Middle Eastern conflicts, further impacting gold's safe-haven demand [1] Institutional Views - The recent US jobless claims data is not sufficient to alter the Federal Reserve's rate cut path, with market expectations leaning towards a potential rate cut in June 2026, with two cuts anticipated throughout the year [3] - The gold bullish trend remains intact, with a recommendation to hold long positions in the April contract and to enter new positions on pullbacks, relying on the 10-day moving average [3]
兴业期货：黄金多头格局未变 等待新动能酝酿
Jin Tou Wang·2026-01-16 09:37