交易员略微减少了英国央行降息的押注，预计到年底将降息41个基点。 ...

Report Industry Investment Rating No relevant information provided. Core View of the Report Tariff policies have not pushed up inflation at the production and consumption ends, leading to an increase in the market's expectation of a Fed rate cut. Coupled with continuous gold purchases by central banks around the world and persistent geopolitical risks, precious metal prices are likely to rise and difficult to fall. Investors are advised to go long on dips [1]. Summary by Related Catalogs 1. Market Data - **Shanghai Gold**: The closing price was 780.36 yuan/gram, with a change of 10.50 yuan compared to the previous day. The trading volume was 21,494.00, and the open interest was 223,738.00 [1]. - **Shanghai Silver**: The closing price was 8,793.00 yuan/kg, with a change of 23.00 yuan compared to the previous day. The trading volume was 805,092.00, and the open interest was 3,525,006.00 [1]. - **COMEX Gold Futures**: The closing price was 3,452.60 US dollars/ounce, with a change of 46.20 US dollars compared to the previous day. The trading volume was 224,107.00, and the open interest was 322,266.00 [1]. - **COMEX Silver Futures**: The closing price was 36.37 US dollars/ounce, with a change of 0.57 US dollars compared to the previous day. The trading volume was 72,692.00, and the open interest was 93,632.00 [1]. 2. Important Information - **Geopolitical Tensions**: Iran and Israel have engaged in continuous mutual attacks, with the conflict expanding to oil and gas facilities. Iran is considering whether to block the Strait of Hormuz [1]. - **Trade Agreements**: The UK Prime Minister said there are no "obstacles" to finalizing a US-UK trade agreement. The US and Japan agreed to accelerate ministerial consultations to reach a mutually beneficial agreement, and the US and Vietnam are close to reaching a framework trade agreement [1]. - **Economic Data**: In May, the US added 139,000 non-farm payrolls, higher than expected but lower than the previous value. The annual average hourly wage rate was 3.9%, higher than expected and the previous value. In June, the US consumer inflation rate was 2.4%, lower than expected but higher than the previous value [1]. 3. Central Bank Policies - **Federal Reserve**: The market expects the Fed to cut interest rates in September or December due to the lack of inflation rebound caused by tariff policies [1]. - **European Central Bank**: In June, the ECB cut interest rates by 25 basis points, and the market expects one more rate cut by the end of 2025 [1]. - **Bank of England**: In May, the BoE cut the key interest rate by 25 basis points, and the market expects two more rate cuts by the end of 2025 [1]. - **Bank of Japan**: In January, the BoJ raised interest rates by 25 basis points, and the market expects a rate hike around July [1]. 4. Trading Strategies Investors are advised to go long on dips. For London gold, focus on the support level around 3,000 - 3,200 and the resistance level around 3,500 - 3,700. For Shanghai gold, focus on the support level around 730 - 750 and the resistance level around 840 - 900. For London silver, focus on the support level around 31 - 34 and the resistance level around 38 - 40. For Shanghai silver, focus on the support level around 8,300 - 8,500 and the resistance level around 9,500 - 10,000 [1].

英国GDP数据公布后，交易员增加了对英国央行降息的押注，预计今年将降息52个基点。 ...

Group 1 - Traders have increased bets on a rate cut by the Bank of England, expecting a reduction of 52 basis points this year [1] - The UK GDP contracted by 0.3% month-on-month in April, marking the first contraction in six months, against an expected contraction of 0.1% and a previous growth of 0.2% [1]

| CHEHING | 贵金属日评20250611:美国商务部长日与中国谈判顺利,就业下降促英国央行降息升温 | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 较昨日变化 | 交易日期 | 较上周变化 | 2025-06-10 | 2025-06-09 | 2025-06-04 | 收盘价 | 774.72 | -7.36 | 775. 06 | 782. 42 | 0. 34 | | | | | 成交量 | -76.031.00 | 179960.00 | 255991.00 | 191944.00 | -11, 984. 00 | 期货活跃合约 | 持仓量 | 173184.00 | -3, 021. 00 | 170163.00 | 180310.00 | -10,147.00 | | | | 库存(十克) | 17817.00 | 17847.00 | 17247.00 | -30. 00 | 570. 00 ...

交易员已完全定价英国央行今年将再降息两次。 ...

智通财经6月10日电，交易员完全消化英国央行年内再有两次降息的情景。 ...

Group 1 - European government bonds opened mostly flat, with the 2-year German government bond yield unchanged at 1.87% [1] - The 10-year and 30-year government bond yields fell by 1 basis point to 2.56% and 3% respectively [1] - Traders are awaiting the German 2030 bond auction and comments from European Central Bank officials Villeroy and Rehn [1] Group 2 - Traders have increased bets on a rate cut by the Bank of England, now expecting a 45 basis point cut by the end of the year, up from 41 basis points on Monday [1] - Data shows that the number of employed individuals in the UK has seen its largest decline since 2020, with wage growth slowing [1]

英国利率期货定价2025年剩余时间内英国央行将降息46个基点，而劳动力市场数据公布前的预期为39个 基点。 ...

俄罗斯6月关键利率 20%，预期 20%，前值 21%。 ...