Report Industry Investment Rating - Gold and silver are rated ★☆☆, indicating a bullish bias but with limited operability on the trading floor [1] Core View - The US economy remains resilient with the weekly initial jobless claims at a new low since December, and multiple Fed officials oppose short - term interest rate cuts. Short - term risk - aversion sentiment has cooled due to Trump's delay in deciding on a military strike against Iran. However, gold shows resistance to decline. Given the US challenges to the global order, precious metals are expected to stay strong in the medium term, and a long - position strategy remains unchanged [1] Summary by Related Topics South American Situation - The US military has seized the sixth oil tanker related to Venezuela. The US is pressuring Mexico to allow cross - border anti - drug operations. Trump plans to visit Venezuela, and the Venezuelan opposition leader met with Trump, who refused to back his bid for power [2] Federal Reserve - Goolsbee believes the central bank should focus on reducing inflation due to a stable job market. Bostic thinks inflation is too high and tight policies are needed. Paulson supports keeping interest rates unchanged at the next meeting. Schmid sees little reason for a rate cut as monetary policy is not very tight. Daly thinks the policy is in a "good position" and adjustments should be cautious [2] International Monetary Fund (IMF) - IMF President Kristalina Georgieva emphasized the importance of central bank independence and supported Fed Chairman Powell, who is under investigation by the Trump administration [2]
国投期货贵金属日报-20260116
Guo Tou Qi Huo·2026-01-16 13:07