夏莹莹（投资咨询证号：Z0016569） 投资咨询业务资格:证监许可【2011】1290号 2025年6月20日 南华贵金属日报: 金震银调 【行情回顾】 周四贵金属市场金震银调，最终COMEX黄金2508合约收报3387.4美元/盎司，-0.61%；美白银2507合约 收报于36.36美元/盎司，-1.5%。 SHFE黄金2508主力合约收报781.24元/克，-0.49%；SHFE白银2508合约 收8819元/千克，-1.91%。目前市场聚焦于中东局势进展，美国接下来是否可能直接军事介入以伊冲突。 【降息预期与基金持仓】 据CME"美联储观察"数据显示，美联储7月维持利率不变的概率为89.7%，降息25个基点的概率为 10.3%；美联储9月维持利率不变的概率为31.7%，累计降息25个基点的概率为61.7%，累计降息50个基点的 概率为6.7%；美联储10月维持利率不变的概率15.4%，累计降息25个基点的概率为46.3%，累计降息50个基 点的概率为34.9%，累计降息75个基点的概率为3.4%。长线基金看，SPDR黄金ETF持仓维持在947.37吨； iShares白银ETF持仓维持在14763吨。 ...

18 June 2025 | 8:32PM EDT US Daily: June FOMC Recap: Taking Higher Tariffs on Board, Cautiously (Mericle) Jan Hatzius +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC Alec Phillips +1(202)637-3746 | alec.phillips@gs.com Goldman Sachs & Co. LLC David Mericle +1(212)357-2619 | david.mericle@gs.com Goldman Sachs & Co. LLC Ronnie Walker +1(917)343-4543 | ronnie.walker@gs.com Goldman Sachs & Co. LLC Manuel Abecasis n FOMC participants raised their inflation forecasts and lowered their GDP growth fore ...

All right, let's start with the Fed, but we've got a lot of ground to cover. Um, what are your expectations when it comes to the outlook. I think we all know there's not going to be a cut, but when we're talking about the outlook, what are you expecting and how do you see that impacting the markets in the near term.Yeah, it's a good question. I think um the focus will really be on the number of uh cuts that going to be pencileled in. Our expectation is going to be that it's going to be around two cuts still ...

贵金属日报: 金震银涨 聚焦周四凌晨美联储FOMC 夏莹莹（投资咨询证号：Z0016569） 投资咨询业务资格:证监许可【2011】1290号 2025年6月18日 【行情回顾】 周二贵金属市场金震银涨，周边美指回升，10Y美债收益率回落，美股下跌，反映为美元避险资产需求回 升。中东地缘局势的波动是短期影响金价主因，建议密切关注局势进展。最终COMEX黄金2508合约收报 3406.5美元/盎司，-0.32%；美白银2507合约收报于37.18美元/盎司，+2.01%。 SHFE黄金2508主力合约 收报785.08元/克，-1.46%；SHFE白银2508合约收8864元/千克，+0.45%。 【降息预期与基金持仓】 据CME"美联储观察"数据显示，美联储6月维持利率不变的概率为97.3%，降息25个基点的概率为 2.7%；美联储7月维持利率不变的概率为85.3%，累计降息25个基点的概率为14.4%，累计降息50个基点的 概率为0.3%；美联储9月维持利率不变的概率36.7%，累计降息25个基点的概率为54.8%，累计降息50个基 点的概率为8.3%，累计降息75个基点的概率为0.2%。长线基金看，SPD ...

16 June 2025 | 2:29AM EDT US Economics Analyst June FOMC Preview: A Cautious Take on Tariffs (Mericle) Jan Hatzius +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC Alec Phillips +1(202)637-3746 | alec.phillips@gs.com Goldman Sachs & Co. LLC David Mericle +1(212)357-2619 | david.mericle@gs.com Goldman Sachs & Co. LLC Ronnie Walker +1(917)343-4543 | ronnie.walker@gs.com Goldman Sachs & Co. LLC Manuel Abecasis +1(212)902-8357 | manuel.abecasis@gs.com Goldman Sachs & Co. LLC Elsie Peng +1(212)357-31 ...

V i e w p o i n t | Limited signs of tariff impact in PPI prices CITI'S TAKE Producer prices rose a modest 0.1%MoM in May after declining (although with upward revisions) in April, suggesting still very limited signs of abnormally strong price increases due to tariffs. Of course, May could still be too soon to see much tariff impact on prices and we still expect to see higher goods prices by late-summer/early-fall. Goods prices in PPI could be even stronger than in CPI, reflecting a wider range of goods rat ...

If we cut our interest by one point for years, we save 300 billion. If we cut it by two points, we save because it's pretty equivalent. We're going to save we're going to spend 600 billion a year. 600 billion because of one numpkull that sits here. I don't see enough reason to cut the rates now. And the the problem he's got is that and I explained to him, look, if inflation went up, cut your rates now. There's no inflation. We got it down. We got prices down. We got gasoline down. And you you'll keep it goi ...

On today's episode of Catalysts, host Madison Mills speaks with Yahoo Finance Senior Washington Correspondent Jennifer Schonberger on Treasury Secretary Scott Bessent's upcoming testimony and President Trump's latest comments on a China trade deal. Bob Lang, Explosive Options technical analyst, joins the show to explain how cooling inflation could open the door to Federal Reserve interest rate cuts. Yahoo Finance Markets and Data Editor Jared Blikre analyzes ARK Innovation ETF's Tesla-driven moves ahead of ...

M Morgan Stanley Research: Key Forecasts Next 12 Months Outlook: Our High-Conviction Calls Skewed to the Downside: The broad imposition of tariffs by the US is a structural shock to the global trading order. The tariffs themselves and the associated uncertainty will weigh notably on growth, but given the strong starting point coming into the year, we do not expect a global recession. Despite recent tariff announcements, we still expect baseline tariff rates to remain the same as our outlook, and we expect t ...

Key Takeaways Both MDU and SWX benefit from rising natural gas demand and interest rate cuts. MDU posts a higher ROE at 9.86% vs. SWX's 6.76%, and maintains a lower debt-to-capital ratio than its peer. In the past three months, MDU stock has lost 0.5% compared with SWX's 2.3% decline.Natural gas distribution pipelines play a vital role in delivering natural gas from intrastate and interstate transmission pipelines to consumers through small-diameter pipelines. The natural gas network in the United States ...