美国总统特朗普在白宫椭圆形办公室的一场活动中表示，其政府已达成一项协议，将为消费者降低牛肉 价格。特朗普没有提供联邦政府采取了哪些措施的细节，但承认牛肉是其抗击通胀行动中收效不足的一 个领域。 （文章来源：第一财经） 特朗普说："我们正在处理牛肉问题，我认为我们已经有一项协议，将把牛肉价格降下来。牛肉是唯一 一个我们会说价格比我们期望的稍高、甚至过高的产品，而它的价格很快也会降下来。我们做了一些事 情，我们施展了魔法。" 几天前，特朗普在白宫接待了阿根廷总统米莱，讨论了贸易和融资。美国是阿根廷牛肉的重要进口国， 但进口量受到年度配额限制，超过配额后将加征关税。由于干旱和高成本，美国牧场主不得不宰杀更多 牛群。截至7月，美国牛群数量降至自1973年有记录以来的年中最低水平。根据美国劳工统计局数据，8 月美国消费者购买碎牛肉的平均价格创下每磅6.318美元的纪录。 ...

Core Viewpoint - The Governor of the Bank of Japan, Kazuo Ueda, acknowledges progress made by G7 colleagues in combating inflation but highlights new challenges such as increased uncertainty in trade policies and more frequent supply-side shocks [1] Group 1 - The G7 colleagues feel relieved about the progress against inflation [1] - New challenges include heightened uncertainty in trade policies [1] - There is a need to address more frequent supply-side shocks [1]

Core Viewpoint - The battle against inflation in Poland is not over, according to the central bank governor, indicating ongoing challenges in managing price stability [1] Group 1: Inflation Management - The central bank is actively engaged in efforts to combat inflation, suggesting that current measures may not be sufficient to stabilize prices [1] - The governor emphasized the need for continued vigilance and potential adjustments in monetary policy to address persistent inflationary pressures [1] Group 2: Economic Outlook - The statement reflects concerns about the broader economic environment, where inflation remains a critical issue for policymakers [1] - The central bank's stance may influence investor sentiment and market expectations regarding future interest rate movements and economic growth [1]

Group 1 - The core factor influencing the recent volatility in gold prices is the ongoing trade tensions and unpredictable statements from the U.S. administration, particularly regarding tariffs on China [1][3][5] - Gold prices recently peaked at $3,400 per ounce and are expected to reach $3,500 per ounce this year, despite fluctuations [1][3] - The correlation between gold prices and U.S. stock market movements indicates that both are affected by the same external uncertainties, particularly those stemming from U.S. political dynamics [3][5] Group 2 - The current geopolitical landscape is marked by significant uncertainty, with the U.S. facing internal conflicts and external negotiations that could impact global markets [5][6] - Gold is viewed as a hedge against inflation, primarily purchased by central banks and wealthy individuals seeking to preserve asset value amid currency devaluation [6] - Long-term investment in gold is recommended for those with a stable financial situation, while short-term speculative investments are discouraged due to unpredictable price movements [5][6]