富格林：牵制冻结筑起出金得当防线

Group 1: Market Reactions - Spot gold rose by 1.16% to $5083.98 per ounce, supported by central bank buying and geopolitical factors despite a drop after strong non-farm payroll data [1] - Spot silver increased by 4.34%, closing at $84.3 per ounce, surpassing the $86 mark during trading [1] - WTI crude oil rose by 1.09% to $64.77 per barrel, while Brent crude oil increased by 0.9% to $69.3 per barrel, influenced by ongoing US-Iran tensions and unexpected increases in US EIA crude oil inventories [1] Group 2: US Employment Data - The US non-farm payroll report for January showed an increase of 130,000 jobs, significantly exceeding market expectations and marking the largest increase since April 2025 [1] - The unemployment rate unexpectedly dropped to 4.3%, the lowest level since August 2025 [1] - Following the non-farm report, traders adjusted their expectations for Federal Reserve interest rate cuts [1] Group 3: Federal Reserve Insights - Fed official Schneider expressed support for maintaining interest rates at a "somewhat restrictive" level, cautioning that further rate cuts could lead to persistent inflation [1] - Fed official Milan indicated willingness to remain at the Federal Reserve if nominated [1] Group 4: OPEC Forecasts - OPEC maintained its forecasts for global oil demand growth for 2026 and 2027 at 1.38 million barrels per day and 1.34 million barrels per day, respectively [1]