贵金属日报-20250827

Group 1: Report Industry Investment Rating - Gold investment rating: ☆☆☆, indicating a clearer long - term trend with relatively appropriate investment opportunities currently [1] - Silver investment rating: ☆☆☆, indicating a clearer long - term trend with relatively appropriate investment opportunities currently [1] Group 2: Core Viewpoints of the Report - The precious metals market is oscillating. The market has priced in that the Fed will cut interest rates in September, but the subsequent economic outlook remains uncertain [1] - Trump's dismissal of Fed officials has brought back the issue of the Fed's independence, which may further weaken the US dollar's credit [1] - International gold and silver are in an oscillating trend, continuing to test the upper key resistance levels. It is recommended to maintain the idea of buying on dips and holding long positions [1] Group 3: Summary by Related Catalogs Fed - related - The Trump administration is weighing plans to influence regional Feds and strengthening the review of the selection method of regional Fed presidents [2] - Cook's lawyer has sought a judicial ruling on Trump's dismissal. Both the Fed and Trump said they will follow the court's ruling. Trump has a candidate to replace Cook and may transfer Milan to other long - term positions in the Fed. Trump said he will soon have a majority on the Fed [2] - Former White House Economic Council Director Brainard said that Trump's dismissal of Fed Governor Cook is an unprecedented attack on the Fed, which may lead to rising inflation and long - term interest rates [2] - Barkin predicted that interest rates will be moderately adjusted [2] Tariff War - related - Trump said that furniture tariffs will be introduced soon and the tariffs will be very high. He will implement export restrictions and tariff measures against foreign digital taxes [2] - Indonesian officials said that the US has in principle agreed to exempt Indonesian palm oil, cocoa, and rubber from 19% tariffs [2] - German media reported that Trump has called Modi at least four times recently but was rejected each time [2]