Group 1 - The market is currently facing multiple significant events that could reshape its direction, impacting U.S. stocks, bonds, and precious metals pricing logic [3][4]. - Over 1,000 companies have filed lawsuits against the current tariff policies, seeking refunds totaling up to $100 billion, including major firms like Costco and Goodyear [8][10]. - The U.S. Supreme Court is expected to make a ruling on the legality of the comprehensive tariff plan initiated by former President Trump, with potential implications for corporate profits and government revenue [12][13]. Group 2 - The results of the U.S. "232 clause" investigation regarding key minerals, including silver and platinum, are anticipated to be announced soon, which will directly affect their market dynamics [14]. - If tariffs are imposed, there may be a temporary surge in domestic pricing and futures premiums for these metals, while a lack of tariffs could lead to price corrections as metals flow out of the U.S. [15][18]. - The Bloomberg Commodity Index (BCOM) is undergoing a significant rebalancing, which is expected to exert selling pressure on precious metals, particularly silver, which faces a potential sell-off of up to 9% of total holdings [21][23]. Group 3 - The recent surge in precious metal prices, with gold rising over 70% and silver nearly 150% in 2025, has created a fragile market environment susceptible to liquidity events [29]. - Analysts suggest that the tight inventory situation in London will be a key factor in determining prices, despite the ongoing passive fund rebalancing causing short-term volatility [30].
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华尔街见闻·2026-01-09 09:43