贵金属日报-20250715

Group 1: Report Industry Investment Ratings - Gold investment rating: ★☆☆, indicating a bullish bias but limited operability on the trading floor [1] - Silver investment rating: ★★★, suggesting a clearer bullish trend and relatively appropriate investment opportunities currently [1] Group 2: Core Views of the Report - Overnight precious metals showed a volatile performance. Due to the release of US tariff policies with high tax rates and the EU's response to impose additional counter - tariff measures on $72 billion worth of US imported goods if trade negotiations fail, there is still high uncertainty as of the current date. Risk sentiment may fluctuate, and precious metals will mainly trade in a volatile range. Attention should be paid to US CPI data tonight [1] Group 3: Summary of Related Content Tariff - related Information - Trump stated that if Russia fails to reach an agreement on the Russia - Ukraine conflict within 50 days, 100% secondary tariffs will be imposed on Russia. US officials clarified that in addition to the 100% tariff, secondary sanctions will also be imposed on countries purchasing Russian goods [2] - The Brazilian vice - president denied the news that Brazil requested the US to reduce tariffs to 30% and postpone the tariff deadline by 90 days. Brazil will announce a reciprocal counter - tariff decree regarding US tariffs [2] - The EU is preparing to impose counter - tariffs on $72 billion worth of US goods [1][2] - The Thai Ministry of Finance is considering implementing zero - tariff policies on more US imported products [2] - The US Department of Commerce has launched a 232 investigation into the import of drones and polysilicon [2] Interest Rate - related Information - Trump believes that the Fed should lower interest rates below 1%. US White House National Economic Council Director Hasset thinks the Fed should remain independent but is "very wrong" on the tariff issue. Fed's Harker believes there is no urgent need to cut interest rates currently [2]