沃什“新约”撼动美债 黄金修正关键支撑4964

Group 1 - The current spot gold price is 1120.96 CNY per gram, reflecting an increase of 15.30 CNY, or 1.38%, compared to the previous trading day, indicating a rebound trend [1] - The opening price for the day was 1110.53 CNY per gram, with a daily high of 1124.59 CNY and a low of 1106.41 CNY, showing volatility within the trading session [1] Group 2 - Kevin Warsh, nominated by Trump as the new Federal Reserve Chair candidate, proposes a new version of the 1951 Agreement to redefine the relationship between the Federal Reserve and the Treasury [2] - The original 1951 Agreement ended the Fed's intervention in the bond market to lower government borrowing costs, establishing its monetary policy independence, which has been challenged by the Fed's significant bond holdings post-financial crisis and pandemic [2] - Warsh's proposal could potentially link the Fed's large-scale bond purchases to Treasury issuance, raising concerns about the Fed's independence and the implications for inflation control and the status of the US dollar and Treasury bonds [2] Group 3 - Following a low point of 4665, gold prices have shown a strong recovery, maintaining a bullish outlook despite a recent pullback [3] - The recent price drop was minor, only a few dozen dollars, and does not significantly alter the prevailing upward trend, although a period of consolidation is expected [3] - Key support levels are identified at 4964 and 4936; maintaining these levels is crucial for sustaining the bullish trend, while a breach could signal a shift in market dynamics [3]