Group 1: EU-US Trade Relations - The EU is considering imposing tariffs on €93 billion worth of goods imported from the US as a retaliation against US tariffs on eight European countries [3] - A joint statement from eight European countries highlighted that the threat of tariffs undermines transatlantic relations and could lead to a dangerous cycle of retaliation [5] Group 2: US Federal Reserve Leadership - The nomination for the next Federal Reserve Chair is expected to be announced this week, with speculation that Kevin Warsh is the likely candidate [6] - The decision may be influenced by President Trump's loyalty test, which has affected other candidates like Rick Reed and Kevin Hassett [6] Group 3: Platinum and Palladium Market - Platinum and palladium prices have experienced a downward trend, with platinum futures down 3.17% and palladium futures down 9.04% as of January 16 [8] - The recent price adjustments are attributed to the market's disappointment over tariff expectations on key minerals, as the US has opted for a negotiation window rather than immediate tariffs [9] - The prices of platinum and palladium have seen significant increases since 2025, with platinum rising over 155% and palladium over 100% [10] Group 4: Market Dynamics and Future Outlook - The core issue for platinum and palladium lies in their heavy industrial usage and unique fundamental challenges, with the transition to electric vehicles posing a threat to palladium demand [11] - Current inventory trends show a slight increase in platinum stocks while palladium stocks are decreasing, indicating differing market dynamics [11] - Analysts suggest that while the market is currently in a consolidation phase, long-term demand for platinum remains stable due to hydrogen energy prospects, while palladium's price is supported by short-term supply constraints [12]
反制 欧盟多国考虑对美商品加征关税！预期落空 铂、钯期价震荡下跌
Qi Huo Ri Bao·2026-01-19 00:27