今年以来，黄金价格稳步攀升至历史新高，且目前看来，似乎没有任何因素能在短期内阻止这一贵金属 触及每盎司4000美元的关键心理关口。 Libertas Wealth Management Grou总裁兼高级财务顾问亚当·库斯（Adam Koos）向《市场观察》 （MarketWatch）表示，当前黄金的走势"不像是在为风暴做准备，更像是飞机在飞行途中遇上了强劲的 顺风"。黄金在3月中旬首次突破每盎司3000美元后，迅速向4000美元逼近，这一过程足以说明"当所有 利好因素同时叠加时，涨势动能的积聚速度有多快"。 "当各国央行、基金和个人都纷纷涌向这一古老资产时，它就不再只是一种对冲工具，而是一种集体共 识，"英尼斯称，"在金融武器化与政治表演化的时代，黄金始终保持着它的本质——天平上最后一块诚 实的砝码。" Teucrium董事总经理兼高级投资组合专家杰克·汉利（Jake Hanley）上周末表示，他预计黄金将在本月底 前测试每盎司4000美元关口，各国央行的行动已明确传递出"黄金具有战略意义"的信号。他指出，即便 金价处于历史高位，全球央行仍在持续增持黄金。 周二，数据显示中国9月末黄金储备报7406万盎司（ ...

Ray Sharma-Ong提到，美联储的回应机制正在转变，过去的利率决策主要围绕通胀的影响作讨论，仅管 经济预测摘要和利率点阵图均偏向宽松，但鲍威尔在新闻发布会上淡化了这些潜在信息，暗示对进一步 宽松政策持谨慎态度。市场对2026年初降息的预期过高：2025年剩余时间的每次议息会议仍可能进一步 降息，但该行预计在鲍威尔任期结束前，2026年不会出现提前降息的宽松周期。 美联储将基准利率下调25个基点至4.00%-4.25%，符合市场预期，重启自去年12月以来暂停的降息步 伐。安本投资多元资产客户专属方案全球副主管Ray Sharma-Ong称，美元短期内可能表现出韧性。在今 日(9月18日)的联邦公开市场委员会会议召开前，市场出现超卖，鲍威尔强调"没有无风险路径"，加上 美联储的职能重点是确保劳动力市场稳定，这降低了2026年大幅提前降息的可能性。限制了美元的下行 空间，该行预计黄金的涨势在此期间也将放缓。 Ray Sharma-Ong表示，刚上任美联储理事的Stephan Miran支持降息50个基点是唯一与其他理事不同的意 见，而委员会其他成员的平均降息幅度约为25个基点。由于另一理事Lisa Cook ...

Core Viewpoint - The market is experiencing volatility due to the controversy surrounding a fake resignation letter from Jerome Powell, which has implications for gold prices and investor sentiment [1] Group 1: Market Impact - The fake resignation letter has led to increased uncertainty in the financial markets, causing fluctuations in asset prices, particularly in gold [1] - Gold prices have shown a notable increase as investors seek safe-haven assets amid the market turmoil [1] Group 2: Investor Sentiment - The incident has heightened concerns among investors regarding the stability of monetary policy and the Federal Reserve's future actions [1] - There is a growing demand for gold as a hedge against potential economic instability, reflecting a shift in investor sentiment [1]

Core Viewpoint - The article discusses the potential for gold prices to rise as they approach the $3,400 mark, indicating a new upward trend may be on the horizon [1] Group 1 - Gold prices are currently testing the $3,400 psychological level, which is seen as a significant resistance point [1] - Analysts suggest that a successful breach of this level could lead to a new wave of bullish momentum in the gold market [1] - The article highlights the importance of monitoring market conditions and investor sentiment as gold approaches this critical price point [1]

Group 1 - The Canadian stock market outperformed the US market in the first half of the year, driven by a record surge in gold prices, with the S&P/TSX Composite Index rising 8.6% compared to the S&P 500's 5.5% increase [1][3] - Half of the gains in the S&P/TSX Composite Index were attributed to gold and silver stocks, with significant contributions from companies like Agnico Eagle Mines Ltd. and Wheaton Precious Metals Corp. [4] - Analysts express concerns that the gold-driven rally may not continue in the second half of the year due to reduced geopolitical and trade risks, which have previously contributed to market uncertainty [4] Group 2 - The energy sector is dragging down earnings expectations for the S&P/TSX, with a significant decline in revenue forecasts since April, primarily due to the struggling energy sector [4] - Despite the challenges, there are growth opportunities in Canadian stocks, as global investors are increasingly allocating funds to the Toronto Stock Exchange, attracted by its high weights in materials, energy, and financial sectors [5] - The S&P/TSX Composite Index has a price-to-earnings ratio of 17, significantly lower than the S&P 500's 24, indicating a favorable valuation narrative for Canadian stocks [5]

Group 1 - The core viewpoint indicates that spot gold has continued its upward trend, starting from 3300 and reaching a high of 3335 during the Asian session [1] - There is an increase in sell orders above the 3335 level, particularly notable around 3340, suggesting potential resistance and a possibility of a short-term pullback [1]

Core Insights - The article discusses the recent rebound of the US dollar and its impact on gold prices, questioning why gold is no longer seen as a safe haven asset [1] Group 1 - Gold has experienced a high-level correction and is currently in a consolidation phase [1] - The escalating situation in the Middle East raises questions about the potential for gold to rise again [1]

Core Insights - The article discusses the recent decline in gold prices despite heightened demand for safe-haven assets due to ongoing tensions in the Middle East [1] Group 1 - The geopolitical situation in the Middle East has led to a surge in demand for gold as a safe-haven investment [1] - There is a concern regarding the risks associated with chasing gold prices at their current high levels [1]

Core Insights - The article discusses the interplay between geopolitical situations and policy movements, questioning whether gold can regain its upward momentum [1] - It highlights the importance of monitoring specific signals during the live analysis session conducted by trader Rinly [1] Geopolitical Factors - The current geopolitical landscape is influencing market dynamics, particularly in the gold sector [1] - Traders are advised to stay alert to developments that could impact gold prices [1] Policy Movements - Policy changes are also a significant factor affecting gold's performance [1] - The article suggests that understanding these policy shifts is crucial for predicting gold market trends [1] Trading Signals - The live analysis session aims to identify key signals that traders should focus on for potential trading opportunities in gold [1] - Real-time analysis is emphasized as a valuable tool for making informed trading decisions [1]

Core Viewpoint - The article discusses the recent rise in gold prices, surpassing 3200, and the potential for maintaining this upward trend, with analysts highlighting two key price points to watch in the short term [1] Group 1 - Gold has recently crossed the 3200 mark, indicating a significant price movement in the market [1] - Analysts suggest that the focus will be on two specific price levels to determine the sustainability of this upward trend [1]