大有期货：市场焦点将转向美联储会议 贵金属价格出现史诗级行情

Macro News - US President Trump announced plans to increase tariffs on imports of cars, timber, and pharmaceuticals from South Korea to 25%, citing the failure of the South Korean legislature to fulfill trade agreements [1] - The South Korean Ministry of Trade is preparing for a visit to the US to discuss countermeasures regarding the potential tariff increase [1] - US officials expressed willingness to engage in dialogue with Iran if they seek to communicate, indicating that Iran is aware of the conditions for negotiations [1] - The White House confirmed that President Trump remains committed to the peace process in Ukraine, with ongoing negotiations expected to resume between Ukrainian and Russian representatives [1] - Core capital goods orders in the US increased more than expected in November, indicating sustained growth in corporate spending on equipment for the fourth quarter, marking the fifth consecutive month of increases [1] Institutional View - Geopolitical uncertainties have driven safe-haven demand, leading to significant price movements in precious metals, particularly gold and silver [2] - Silver prices are more volatile than gold due to its industrial properties, making it more sensitive to global economic growth expectations [2] - The market is closely watching the upcoming Federal Reserve meeting, as any evidence of maintaining higher interest rates for a longer period or a reinforced outlook for an economic "soft landing" could further suppress short-term performance of precious metals [2]