Group 1 - Oil prices are rising, supported by demand expectations, but the Federal Reserve's inaction limits the extent of the increase [1] - Goldman Sachs has downgraded its oil price forecast, raising questions about market reactions [1]

Group 1 - The April non-farm payroll report in the U.S. shows a mixed labor market picture, with 177,000 jobs added, exceeding the expected 130,000, but with a downward revision of 58,000 jobs in the previous two months [1] - The unemployment rate remains steady at 4.2%, while the annual wage growth is at 3.8%, which is below expectations [1] - The healthcare (+64,000), transportation and warehousing (+29,000), and financial activities (+15,000) sectors are the main contributors to job growth, while manufacturing continues to lose jobs [1] Group 2 - Average hourly earnings increased by 0.2% month-over-month, which is below the expected 0.3%, but the year-over-year growth of 3.8% outpaces the current inflation rate of 3.5%, indicating real income growth [2] - The Federal Reserve is expected to maintain interest rates in May, but traders have adjusted expectations for four rate cuts within the year [2] - The labor force participation rate slightly increased to 62.6%, with the participation rate for the core working age group (25-54 years) reaching a seven-month high, indicating more potential workers returning to the market [2]

近期黄金外汇市场受多因素影响波动明显。川普拟对海外制作电影征100%关税，加剧贸易战担忧，避 险情绪升温，投资者涌入金市推高金价，贸易政策不确定性也致各类指数波动剧烈。随后因中美贸易谈 判乐观情绪及对美联储政策声明的预期，避险需求降低，金价从高位回落。此前，现货黄金曾触及4月 22日以来最高水平。凌晨美联储维持利率不变影响较小。鉴于国际贸易消息持续影响市场，投资者需密 切关注并调整策略。 周三黄金市场表现疲软，以大阴柱收盘。亚盘时段，黄金短线高开于3438后暴跌70点，随后回调至 3360，并对3350进行测试。日内黄金一直在3400 - 3360区间震荡。凌晨美联储维持利率不变，市场受此 影响较小，但黄金下行趋势有所增强，尾盘收于3364。对于日内行情可关注3350一线的支撑位以及3395 一线的压力位。王召金建议在3390点位做空，目标看向3375 - 3360。 白银行情走势分析： 昨日白银行情以一根下影线很长的大阴线收线，而这样的形态收尾后，日线阴包阳；从1 - 4小时级别走 势来看，昨日白银在33.30处受到压制，拉升至33.232上方后便开始回撤，成功回撤至32.22附近，尾盘 收于32.43附近 ...

Group 1: Market Overview - Gold prices opened higher around 3438 but quickly fell, reaching a low of approximately 3360 before rebounding, ultimately closing within the 3360-3398 range, forming a bearish candlestick [2] - The market exhibited strong bullish momentum at the beginning of the week, but the sudden downturn on Wednesday disrupted the previous upward trend [4] Group 2: Economic Factors - The Federal Reserve maintained interest rates, indicating rising risks of inflation and unemployment, which adds uncertainty to the economic outlook amid ongoing trade tensions [3] - The Trump administration is in negotiations with major trade partners, but no significant progress has been reported, with Trump unwilling to retract the announced 145% tariffs [3] - The EU plans to announce further retaliatory measures against U.S. tariffs if trade negotiations fail [3] Group 3: Technical Analysis - The 5-day and 10-day moving averages have formed a golden cross, suggesting potential upward momentum in the short term, with key support levels at 3349, 3325, and 3310 [4] - The upper resistance level is identified at 3438; failure to break this level may lead to a consolidation phase or a potential downward adjustment [4] - In a four-hour analysis, the current upward movement from 3222 is likely in the third wave of a five-wave structure, with critical support levels at 3222 and 3202 [5]

金十数据5月8日讯，美国宾夕法尼亚州马歇尔金融公司首席投资官Adam Reinert表示，虽然鲍威尔及其 同僚或许能从近期的劳动力市场数据中获得些许安慰，但关税进一步影响的威胁切实存在，这可能促使 他们在未来的会议中采取行动。从宏观层面来看，我们认为一个关键考量因素将是，实际数据是否开始 证实消费者信心走弱，或者消费者是否会像2022年那样继续展现出韧性。 如果2018年的关税谈判能提 供什么借鉴的话，那便是美联储可能需要采取不那么强硬、更为宽松的政策，才能让市场和经济摆脱任 何与关税相关的潜在困境。 分析师：消费者信心成关键变量 ...

Core Viewpoint - The Federal Reserve may be confused about how to proceed with its policies, but the risk of making significant policy errors is relatively low [1] Group 1 - Bob Michele, the global head of fixed income at JPMorgan, suggests that there is a crowded trade in the dollar [1] - Many large institutions have not identified a trend of "selling U.S. assets" as a trading strategy [1]

摩根大通全球固定收益负责人米歇尔：美联储在重要政策上出错的风险相当低。 ...

Group 1: Macroeconomic News - The U.S. Department of Commerce reported a 14% increase in the trade deficit for March, reaching a record $140.5 billion, attributed to businesses increasing imports ahead of tariffs imposed by Trump [3] - Chinese Vice Premier He Lifeng is scheduled to visit Switzerland from May 9 to 12 for talks with U.S. Treasury Secretary Steven Mnuchin, indicating ongoing trade discussions between China and the U.S. [3] - The Chinese Ministry of Commerce emphasized that any dialogue must be based on mutual respect and benefit, warning against U.S. coercion [3] Group 2: Gold Futures Analysis - Gold futures prices are currently rising, with the latest price at 802.84 yuan per gram, reflecting a 0.79% increase, and a trading range between 795.60 and 809.36 yuan per gram [5] - Short-term resistance levels for gold are identified between 820-825 yuan, while support levels are noted between 760-765 yuan [5] Group 3: Geopolitical Factors - Recent conflicts between Israel and Houthi forces, as well as tensions between India and Pakistan, are contributing to increased safe-haven buying in gold [4]

【要闻速递】 今日周三（5月7日）亚市盘中，COMEX黄金在前一日大涨后大跌，截至发稿暂报3392.30美元/盎司， 跌幅1.44%，今日开盘于3448.10美元/盎司，最高上探3448.20美元/盎司，最低触及3367.00美元/盎司。 打开APP，查看更多高清行情>> 【COMEX黄金行情解析】 市场关注美联储周三公布的政策决定，预计联储将在会上维持利率不变，但这次会议可能是最后一次结 果如此明朗的会议。 短线来看，COMEX黄金价格下跌，目前交投于3392.30美元/盎司，跌幅1.44%，最高上探3448.20美元/ 盎司，最低触及3367.00美元/盎司。今日上方阻力位为3455-3460，下方支撑位为3215-3220. 面对特朗普总统的关税问题尚未解决，以及美国经济同时显示出明显的优势和弱点，央行政策制定者目 前除了坐等事态发展之外无能为力。 曾长期担任美联储官员、现为纽约银行投资的首席经济学家的Vincent Reinhart表示："这次会议将会很 尴尬，美联储没有对未来几次会议做出任何预测。美联储必须等待两件事：一是看到政策真正到位…… 但当它显示出来时，必须看到通胀预期的反应。这就是美联储要 ...

Core Viewpoint - The potential imposition of tariffs on imported drugs by the U.S. has led to a significant increase in gold prices, with spot gold rising nearly $100 on May 6, closing at $3431.11 per ounce, before experiencing a slight decline the following day [1][2]. Market Overview - On May 6, spot gold surged by 2.85%, while spot silver increased by 2.33%, closing at $33.22 per ounce [1][2]. - The initial trading on May 7 saw gold prices drop nearly 1%, falling close to $3400 per ounce [1][2]. Economic Indicators - The U.S. supply chain pressure has eased, with the New York Fed reporting a global supply chain pressure index of -0.29 for April, indicating no significant supply chain stress [3]. - Analysts suggest that if the Federal Reserve downplays market expectations for interest rate cuts in its upcoming meeting, the U.S. dollar may strengthen [3]. - Despite high inflation and a stable labor market, the Fed has limited options for action, primarily focusing on delaying market easing expectations [3]. Trading Strategy - For international gold, support levels are noted at $3382 or $3366, with resistance levels at $3450 or $3500 [4]. - For spot silver, support is identified at $32.95 or $32.75, with resistance at $33.40 or $33.65 [4].