道富投资管理：沃什提名致贵金属崩盘，月末再平衡进一步加剧抛售

Core Viewpoint - Trump's nomination of Waller as the next Federal Reserve Chair is seen as a positive for the dollar and negative for precious metals [1] Group 1 - The nomination may lead to increased market volatility due to month-end portfolio rebalancing [1] - There has been a consensus in the market over the past two to three weeks to short the dollar and go long on precious metals [1]