COMEX白银大幅下挫 花旗称沃什或谨慎缩表

Group 1 - COMEX silver is currently trading above $81.80, with an opening price of $83.22 per ounce and a current price of $82.27 per ounce, reflecting a decrease of 0.95% [1] - The highest price reached today was $83.75 per ounce, while the lowest was $80.42 per ounce, indicating a short-term bullish trend in the market [1] Group 2 - Citigroup strategists suggest that the Fed chair nominee, Waller, is likely to adopt a gradual approach to reduce the Fed's $6.6 trillion asset portfolio to avoid renewed tensions in the money market [3] - Any attempt to restart balance sheet reduction (QT) could put pressure on the $12.6 trillion repo market, making the threshold for restarting QT quite high [3] - The Fed under Waller may consider various methods to reduce asset size, including converting maturing long-term Treasuries into short-term debt and potentially lowering or halting the current $40 billion monthly Treasury bill purchases [3] Group 3 - The analysis indicates that after reclaiming the $80 level, COMEX silver needs to effectively break through and stabilize around $85 per ounce [4] - The broader trend remains wide-ranging, with short-term prices expected to continue rebounding, focusing on support levels at $80.30 or $79.00 and resistance levels at $86.20 or $87.70 [4]