贵金属日报-20250701

Report Summary Investment Ratings - Gold: Not clearly indicated [1] - Silver: ★★★, representing a clearer long trend with a relatively appropriate investment opportunity currently [1] Core Views - Overnight, precious metals rebounded slightly. With the cease - fire between Israel and Iran, market risk appetite improved, and the gold price has given back the war premium. Market focus has shifted to tariff negotiations and the Fed [1]. - Trump criticized the Fed again, and there are speculations about Powell's successor. Fed official Bostic still expects one rate cut this year and three next year, and Goldman Sachs advanced its Fed rate - cut forecast to September [1]. - Trump will meet with the trade team this week to determine national tariff rates. There are expectations of tariff exemptions for certain agricultural products. Canada cancelled the digital service tax, and the EU will go to the US for trade negotiations on July 1st, with the EU seeking exemptions for key industries. US Treasury Secretary believes there will be a wave of trade - agreement signings in the last week before the July 9th deadline [1][2] Other Summaries - Tonight, the US ISM manufacturing PMI and JOLTs job openings will be released [1] - The White House said Trump will meet with the trade team this week to set national tariff rates, and the US Agriculture Secretary expects possible tariff exemptions for hard - to - grow agricultural products in the US [2] - Canada cancelled the digital service tax, and the White House will restart negotiations with Canada. EU officials will go to the US for trade talks on July 1st, and the EU may accept general tariffs but seek exemptions for key industries [2] - US Treasury Secretary Bostic thinks there will be a flurry of trade - agreement signings in the last week before July 9th [2]