Macro News - On February 1, Trump announced a 10% tariff on all goods exported to the U.S. from eight European countries (Denmark, Norway, Sweden, France, Germany, the UK, the Netherlands, and Finland), with a 25% tariff to follow on June 1 [1] - In response, the EU is preparing to impose tariffs amounting to €93 billion, as a countermeasure to Trump's threats regarding Greenland [1] Institutional Viewpoints - The precious metals sector is likely to face pressure and adjustments due to the continued strength of the U.S. dollar index and expectations for a delayed first interest rate cut by the Federal Reserve, which diminishes the appeal of holding non-yielding assets like gold [1] - Global macroeconomic data shows resilience, particularly in U.S. manufacturing and employment, which temporarily reduces the safe-haven demand for precious metals [1] - Despite geopolitical risks providing some bottom support, gold prices may enter a phase of high-level fluctuations, while industrial metals like silver, platinum, and palladium may experience more significant adjustment pressures due to slowing global industrial growth and weak demand in the automotive sector [1]
大有期货：美元走强与降息预期延后施压 贵金属板块或迎调整
Jin Tou Wang·2026-01-19 09:32