黄金白银翻绿，特朗普将公布下一任美联储主席人选

Core Viewpoint - The article discusses the significant rise in gold prices, which have surpassed historical highs due to disruptions in the international monetary system primarily based on the US dollar, particularly following geopolitical tensions and changes in US monetary policy [1][2]. Group 1: Historical Context and Price Movements - The current international monetary system, established in April 1978, transitioned to a system where gold is traded at market prices, leading to a dollar-centric credit currency system [2]. - Since the outbreak of the Russia-Ukraine conflict in 2022, the world monetary system has undergone major changes, with gold prices reaching new highs in response to three rounds of dollar credit risk [2][3]. - The first round saw gold prices exceed $1800 per ounce in 2022, with a 7.85% increase in London gold prices in 2023 compared to 2022 [2]. - The second round, marked by the introduction of "equivalent tariffs" by the US in 2025, led to gold prices rising to $3439.2 per ounce and $3467.3 per ounce for London gold and COMEX futures, respectively, both showing over 44% year-on-year increases [2]. - By January 29, 2026, gold prices exceeded $5500 per ounce, reflecting a significant upward trend in market expectations for gold [3]. Group 2: Geopolitical and Economic Influences - Geopolitical tensions, such as the US's military threats against Iran and actions in Venezuela, have severely impacted global trust in the US and its dollar assets, further driving up gold prices [3]. - The Federal Reserve's monetary policy, including significant easing and potential interest rate cuts, is expected to contribute to rising gold prices, alongside the growing US fiscal deficit and downgrades of US sovereign debt ratings [3][4]. - The 2025 US government shutdown and unilateral actions regarding US debt have also raised concerns about the credibility of the dollar, leading to a shift in global gold reserves surpassing US debt reserves [4]. Group 3: Market Dynamics and Future Outlook - The recent weakening of the US dollar has intensified the rise in gold prices, with market expectations of coordinated interventions in currency markets adding to the pressure on US debt [5]. - Speculation regarding the next Federal Reserve chair, particularly the potential appointment of Rick Rieder, who favors lowering interest rates, is seen as a bullish factor for gold prices [6]. - The article suggests that the combination of geopolitical risks, monetary policy shifts, and market dynamics will continue to support the upward trajectory of gold prices in the near future [3][5][6].