与此同时，受关税和供应商成本全面上涨影响，投入价格通胀攀升至七个月高位，劳动力成本增幅扩大，导致产出价格 涨至四个月高点。但企业对利率下调预期和业务扩张计划仍保持乐观信心。 交易员们为周三的美国ISM服务业採购经理人指数(PMI)报告做好准备。所有目光都将集中在周五的美国12月就业数据 上。 【最新国际白银行情解析】 白银价格在早盘中价格波动，以收回之前上涨的涨幅，试图在相对强弱指标上抛售部分明显的超买状况，尤其是在负面 信号出现时，以积累正面力量，可能帮助其在短期内恢复涨幅。由于交易在EMA50上方，持续保持正面支撑，进一步 强化了主看涨趋势在短期内的强势和主导地位，其交易与该趋势的支撑趋势线并行。 今日周三(1月7日)欧盘时段，国际白银目前交投于79.04一线下方，今日开盘于81.26美元/盎司，截至发稿，国际白银暂 报78.72美元/盎司，下跌3.06%，最高触及82.73美元/盎司，最低下探78.28美元/盎司，目前来看，国际白银盘内短线偏 向看跌走势。 【要闻速递】 12月标普全球美国服务业PMI指数从11月的54.1点降至52.5点，较初值52.9点进一步下修，且低于市场预期的54点，创八 个月来 ...

2025年全年，印尼盾下跌约4%，位列亚洲表现最疲软的货币之一。 市场焦点现在转向将于下周公布的12月通胀数据，此前尽管通胀率维持在央行1.5%至3.5%的目标区间 内，但近期数据徘徊在18个月高位附近。 周五（1月2日）印尼盾走弱，印尼盾兑美元汇率报约16720印尼盾，为2026年首个交易日，逆转了此前 三个交易日的涨势。 在国内利率可能下调的预期重燃下，市场情绪承压，因印尼央行此前暗示，在通胀温和以及为支持11月 末苏门答腊灾害后的经济增长而采取行动的背景下，今年有进一步宽松的空间。 印尼央行在去年12月连续第三次会议将关键利率维持在4.75%不变，此前在2024年9月至2025年9月期间 累计降息150个基点。 全球方面，美元指数下跌至98.2附近，此前在2025年累计下跌9%，主要受到关税政策不确定性、美联 储降息预期以及财政担忧的压力。 ...

Wall Street futures ticked higher on Tuesday as investors awaited the year's final batch of key economic data for clues that could reshape expectations for potential interest rate cuts next year. ...

Key Takeaways Gold and silver are on track for their strongest annual gains since 1979, powered by demand for safe-haven assets amid tariff turmoil, falling interest rates, and major buying by central banks.Copper's record run reflects surging demand worldwide from EV, AI infrastructure, and renewable energy construction projects. Investors continue to buy up metals, driving the prices of gold and silver to new highs. Gold hit $4,460 per ounce Monday, an all-time high in a year that's already seen it s ...

Core Viewpoint - The USD/CAD currency pair is experiencing fluctuations near a three-month low, influenced by the recent weak performance of the USD and ongoing assessments of the US interest rate outlook for 2026 [1] Group 1: USD Performance - The US Dollar Index, which measures the dollar against six major currencies, is trading cautiously near an eight-week low of 98.13, with limited overall volatility [3] - Market expectations indicate a 64.3% probability of at least two interest rate cuts by US authorities by the end of 2026, although the dot plot suggests a decline in the federal funds rate to 3.4% by that time [4] - Current market sentiment towards a more accommodative US interest rate policy is linked to a weak labor market, with investors awaiting the November non-farm payroll data for insights into the employment situation [4] Group 2: CAD Performance - The Canadian dollar has shown strong performance against major trading partners in recent days, attributed to market expectations regarding the Bank of Canada's policy [4] - The Bank of Canada is not expected to implement further interest rate cuts in the short term, as indicated in its recent monetary policy statement, which suggests current rates are appropriate for maintaining inflation near the 2% target [4] - Key economic data, specifically the November Canadian Consumer Price Index (CPI), is set to be released, with market predictions indicating a core CPI year-on-year increase of 2.4%, up from 2.2% in October, which will significantly impact CAD exchange rate movements [5]

Group 1: Precious Metals Market - Gold climbed to its highest level in six weeks, with spot prices exceeding $4,240 an ounce as investors increased bets on a US interest-rate cut [2][3] - Silver reached a record near $57.86, now up more than 100% this year, driven by rate-cut expectations, a weaker dollar, and stronger industrial demand [2][3][8] - The anticipation of looser monetary policy and recent soft US economic data have contributed to the rally in precious metals [3] Group 2: Cryptocurrency Market - Bitcoin has dropped over 30% from its October peak of approximately $126,000, currently trading around $86,000, marking the worst late-year performance since the 2022 bear market [4][8] - The wider crypto market has lost about $1 trillion in value over the past six weeks, with Bitcoin accounting for over $400 billion of that decline [5] - US spot Bitcoin ETFs experienced roughly $3.5 billion in net outflows in November, the heaviest monthly withdrawal since approvals early last year, indicating rising macro risks [5][8] Group 3: Market Sentiment and Trends - Analysts highlight stronger industrial demand for silver as a supportive factor, alongside its role as a hedge against declining confidence in paper assets [4] - Despite the challenges in the crypto market, there are signs that ETF outflows may be slowing, with a modest return to net inflows of about $70 million late in November [7]

Gold (GC=F) futures opened at $4,128.60 per ounce on Wednesday, down 0.3% from Tuesday’s close of $4,140. The price of gold rose above $4,170 in early trading. Gold’s strength followed two important data releases Tuesday, and reports that Kevin Hassett is the favorite to be the next U.S. Federal Reserve chair. U.S. retail sales rose 0.2% in September, slower than the 0.6% gain in August. And the Producer Price Index for final demand, a measure of wholesale prices, gained 0.3%, in line with expectations. ...

Core Viewpoint - Gold prices have been increasing since the beginning of the week, with analysts suggesting that the upward trend may continue [1] Group 1 - Gold prices on COMEX have risen for five consecutive sessions [1]

Group 1: Market Sentiment and Valuations - Hedge fund manager Michael Bur has targeted Nvidia and Palantir by purchasing put options, indicating a bet on price declines for these stocks [1] - Palantir's stock has surged 170% year-to-date, trading at approximately 250 times earnings, raising concerns about lofty valuations in the tech sector [3][27] - The market is experiencing a "risk-off" sentiment, with investors wary of high valuations, particularly in AI-related stocks [58] Group 2: Investment Strategies and Recommendations - Investors are advised to scale back on large-cap tech stocks due to high valuations and potential downside risks, suggesting a cautious approach rather than outright selling [5][7] - Diversification is emphasized, with recommendations to invest in sectors like healthcare and consumer staples, which are less reliant on tech momentum [9][10] - The current market environment suggests that any hiccup in growth rates could lead to significant corrections in tech stocks, with potential declines of 20-30% not uncommon [14][37] Group 3: Company-Specific Insights - Palantir reported strong earnings, exceeding expectations with a 63% growth rate and a 50% increase in government business, yet the stock still faced selling pressure [46][47] - Despite Palantir's impressive fundamentals, its valuation remains a concern, with a price-to-sales ratio of around 85, making it difficult to justify its high multiple [49][50] - The company is positioned well in the AI space, with a significant total addressable market and unique capabilities that set it apart from competitors [52][55] Group 4: Broader Market Trends - The tech sector is experiencing volatility, with major companies like Amazon, Google, and Meta showing strong earnings but still facing sell-offs due to broader market concerns [66][70] - The market's reaction to earnings reports indicates a potential shift in investor sentiment, with a focus on sustainable growth rather than speculative valuations [62][63] - The ongoing discussions about interest rates and their impact on tech valuations highlight the uncertainty in the market, with expectations for further volatility [32][34]

Group 1: Precious Metals Market - Gold and silver prices experienced a significant decline for the second consecutive day, halting a rally that had seen gold prices rise over 60% since the beginning of the year, reaching a peak of $4,381.51 before dropping to a low of $4,000 [1][3] - The rally in precious metals was driven by factors such as a weaker dollar, expectations of interest rate cuts, falling bond yields, and increased central bank buying, alongside heightened demand for safe-haven assets due to global economic concerns [2][5] - The recent sell-off was attributed to profit-taking, improved prospects for easing tensions between China and the US, and a stronger dollar, leading to a drop in gold miners' stocks, with Northern Star Resources and Perseus Mining seeing declines of over 8% and 6% respectively [3][4] Group 2: Market Reactions - The decline in gold prices coincided with a broader downturn in Asian equity markets, following two days of strong gains, as investors reacted to comments from US President Donald Trump regarding the uncertainty of a meeting with Chinese President Xi Jinping [5][6] - Major Asian stock indices, including the Nikkei 225, Hang Seng Index, and Shanghai Composite, all recorded losses, reflecting a general trend of profit-taking after previous rallies [7] - Despite the volatility in gold prices, analysts suggest that structural demand for gold as a form of insurance remains strong, with central banks likely to continue accumulating reserves amid concerns over fiat currency stability and high levels of debt [4][5]