国际金价上涨 上周公布的美国7月通胀数据显示物价上涨、通胀缓慢上升仍是市场面临的风险之一，加上投资者赶在美股波动较大的9月来临之前获利了结，美股上周集 体下跌，其中道指累计下跌0.19%，标普500指数累计下跌0.10%，纳指下跌0.19%。 贵金属期货方面，上周，市场担忧美联储独立性受到挑战，投资者避险情绪升温，国际金价累计上涨2.86%。 整个8月，国际金价累计涨幅超过5%，创下今年4月 以来的最佳单月表现。 本周美联储将公布经济状况褐皮书 美联储人事动向牵动市场神经 上周国际油价上涨 原油期货方面，上周， 由于投资者密切关注俄乌冲突的进展，加上美国原油库存降幅超预期，市场供应紧张 ，上周国际油价累计小幅上涨，美油价格上涨约 0.55%，布油价格上涨约0.58%。 本周将公布美国8月非农就业数据 当地时间本周一，美国股市因公共假期休市一天。本周美股市场的重头戏，将是于 当地时间本周五公布的美国8月非农就业数据 ，这份报告将成为衡量美国经济健 康状况的重要指标，并检验市场对美联储的降息预期。高盛集团分析认为，因7月非农就业报告已显示出就业市场放缓的迹象，美联储主席鲍威尔虽然为9月降息敞 开大门，但8月非农就 ...

Group 1 - The recent U.S. inflation data for July indicates rising prices and slow inflation, posing risks to the market, leading to a collective decline in U.S. stocks last week, with the Dow down 0.19%, S&P 500 down 0.10%, and Nasdaq down 0.19% [1] - International gold prices rose nearly 3% last week and increased over 5% in August, marking the best monthly performance since April [3] - Concerns over the independence of the Federal Reserve have heightened investor risk aversion, contributing to a 2.86% increase in international gold prices last week [3] Group 2 - International oil prices saw a slight increase last week, with WTI crude up approximately 0.55% and Brent crude up about 0.58%, driven by a decrease in U.S. crude oil inventories and ongoing tensions from the Russia-Ukraine conflict [5] - The upcoming U.S. non-farm payroll data for August is anticipated to be a key indicator of economic health and will test market expectations for Federal Reserve rate cuts [7] - Goldman Sachs suggests that the August non-farm payroll data will be crucial in determining the extent and pace of potential rate cuts by the Federal Reserve, especially if job growth remains weak [7][9] Group 3 - The Federal Reserve's Beige Book will be released this week, with the previous report indicating slight economic activity growth and a record low mention of inflation [9] - The recent dismissal of Federal Reserve Governor Cook by President Trump has raised questions about the Fed's independence, impacting market confidence in dollar assets [9]