美国零售销售数据亮眼，黄金继续蓄势，多单如何布局？点击观看金十研究员文成直播分析 相关链接 ...

跟踪美国零售销售数据，美联储降息步伐延迟，黄金多头能否吹响反攻号角？点击观看金十研究员文成 直播分析 相关链接 ...

Core Viewpoint - The overall performance of U.S. retail sales data is weak, with slight adjustments in market pricing for Federal Reserve rate cuts by the end of the year [1] Group 1: Retail Sales Data - The market pricing for Federal Reserve rate cuts was initially set at 49 basis points before the release of May retail sales data, which changed slightly to 48.5 basis points post-release [1] - The overall retail sales report showed weakness, but the control group, which is considered the best indicator of consumer conditions, performed slightly better than expected, with upward revisions to previous values [1] - The data series is currently difficult to interpret due to a significant increase in sales in March driven by tariff concerns, followed by two consecutive months of decline [1]

Core Insights - Gold prices opened high but showed signs of weakness, raising questions about the sustainability of the rebound momentum [1] - The release of U.S. retail sales data is a key focus for market participants [1] Group 1 - Gold's initial high opening indicates potential bullish sentiment, but subsequent declines suggest a lack of strong buying support [1] - The market is currently assessing critical price levels to determine future movements in gold [1]

Core Viewpoint - A decline in U.S. retail sales greater than expected may increase bets on interest rate cuts by the Federal Reserve [1] Group 1: Retail Sales Data - Market participants currently expect two interest rate cuts by the Federal Reserve this year [1] - A Wall Street Journal survey anticipates a 0.6% month-over-month decline in U.S. retail sales for May, compared to a previous increase of 0.1% [1]

2/10年期美债收益率利差大致持平，报+48.227个基点，PPI数据发布后显著拉升、并在20:54刷新日高至 +51.942个基点。 周四（5月15日）纽约尾盘，美国10年期国债收益率下跌8.91个基点，报4.4472%，全天持续走低，北京 时间20:30发布美国零售销售等数据后曾短暂转涨，01:13刷新日低至4.4374%。 两年期美债收益率跌8.79个基点，报3.9629%，14:00开始下跌， 03:23刷新日低至3.9587%。 ...