Report Industry Investment Rating - Gold: ★★★, indicating a clearer long trend and relatively appropriate investment opportunities currently [1] - Silver: ★★★, indicating a clearer long trend and relatively appropriate investment opportunities currently [1] Core View of the Report - Overnight precious metals showed a volatile performance. The US announced that the annual CPI rate in July remained flat at 2.7%, lower than expected, but the annual core CPI rate reached 3.1%, a five - month high and higher than expected. After the data release, the market maintained bets on the Fed to restart rate cuts in September. Trump urged rate cuts again. Focusing on the upcoming US - Russia leadership talks, market sentiment is facing fluctuations. In the volatile trend of precious metals, patiently wait for callback opportunities to lay out [1]. Other Summaries Statements from Different Figures on Interest Rate Cuts - Trump: Urged Fed Chairman Powell to cut interest rates immediately and considered filing a major lawsuit against Powell. Stated that tariffs did not cause inflation or other problems for the country, and consumers did not even pay these tariffs [2]. - US Treasury Secretary Bessent: Suggested that the Fed should consider cutting interest rates by 50 basis points in September [2]. - Fed nominee Milan: Pleased with the good inflation performance. Whether the nomination can be approved before the September meeting depends on the Senate [2]. - Richmond Fed President Barkin: There may be pressures on inflation and unemployment, and the balance between the two is unclear [2]. - Kansas Fed President Schmid: Tariffs have limited impact on inflation, which is a reason to keep policy unchanged rather than an opportunity to cut interest rates [2]. Expectations for the US - Russia Summit - The White House has downplayed expectations of a peace agreement being reached at the US - Russia presidential summit on Friday and stated that any agreement must involve Ukraine. White House Press Secretary Leavitt said that the meeting between US President Trump and Russian President Putin will be a "listening tour", and Washington cannot predict any specific results. The goal of the meeting is to better understand how to end the conflict after the meeting [2].
贵金属日报-20250813
Guo Tou Qi Huo·2025-08-13 10:54