Core Viewpoint - The article discusses the significant decline in gold prices and the market's reaction to potential U.S. tariffs on gold bars, alongside the focus on upcoming U.S. inflation data that may influence Federal Reserve interest rate decisions [1][3]. Group 1: Gold Market Reaction - On August 11, gold prices fell sharply, with London gold down over 1.5% and COMEX gold down over 2.6% [1]. - The decline followed rumors of a new tariff on imported gold bars, which had previously driven COMEX gold to a new high on August 8 [2]. - Reports indicated that the U.S. government planned to classify gold bars for taxation, causing market turmoil, but subsequent clarifications from the White House aimed to stabilize the situation [2]. Group 2: U.S. Economic Indicators - Market attention is shifting towards U.S. inflation data, with the upcoming CPI and PPI reports expected to provide insights into the Federal Reserve's interest rate strategy [3]. - As of August 11, the probability of the Federal Reserve maintaining interest rates in September is 9.3%, while the probability of a 25 basis point cut is 90.7% [3]. - If inflation data exceeds expectations, it may hinder the recent upward trend in U.S. stock markets and reignite concerns about stagflation; conversely, lower-than-expected CPI could bolster expectations for rate cuts, potentially pushing gold prices above the psychological level of $3,400 [3]. Group 3: U.S. Stock Market Performance - As of the latest update, U.S. stock indices showed mixed results, with the Dow Jones down 0.34%, the Nasdaq up 0.09%, and the S&P 500 down 0.06% [4][5].

黄金价格在亚洲早盘小幅走高，这可能是技术性反弹。现货黄金上涨0.2%，至每盎司3,347.81美元。金 价在周一创下三个月来最大跌幅。此前，美国总统特朗普在社交媒体Truth Social的账号上发帖澄清，黄 金将不会被加征关税。上周五，有报道称金条可能被加征关税，金价随之飙升至历史新高。与此同时， 交易员可能会密切关注今日晚些时候公布的美国7月CPI数据，以寻找有关美联储利率路径的线索。 ...

Core Viewpoint - Gold prices have significantly declined, with both spot and futures prices dropping sharply, leading to increased attention on social media platforms [1][2]. Price Movements - As of the latest update, London gold has decreased by over 1.5%, while COMEX gold has fallen by more than 2.6% [2]. - Specific price changes include: - London gold: 3346.170, down 52.409, a decrease of 1.54% [3] - London silver: 37.743, down 0.574, a decrease of 1.50% [3] - COMEX gold: 3399.9, down 91.4, a decrease of 2.62% [3] - COMEX silver: 37.820, down 0.722, a decrease of 1.87% [3] Market Influences - The recent drop in gold prices was influenced by rumors regarding "gold bar tariffs," which initially caused COMEX gold to reach a new high on August 8. Reports indicated that the U.S. government planned to impose tariffs on imported gold bars [4]. - Following these rumors, the White House is expected to clarify the situation, which may help stabilize the market and reduce confusion regarding gold import tariffs [4]. Economic Indicators - Market focus has shifted to U.S. inflation data, which is crucial for determining the Federal Reserve's interest rate path. As of August 11, the probability of the Fed maintaining rates in September is 9.3%, while the probability of a 25 basis point cut is 90.7% [5]. - Upcoming U.S. CPI and PPI data releases are anticipated to impact market sentiment. Higher-than-expected inflation could hinder the recent upward trend in U.S. equities, while lower-than-expected CPI could reinforce expectations for rate cuts, potentially pushing gold prices above the psychological level of $3400 [5]. Stock Market Performance - As of the latest update, U.S. stock indices showed mixed performance, with the Dow Jones down 0.34%, while the Nasdaq gained 0.09% [6]. - Specific index performances include: - Dow Jones Industrial Average: 44023.73, down 151.88, a decrease of 0.34% [7] - Nasdaq Composite: 21469.93, up 19.91, an increase of 0.09% [7] - S&P 500: 6385.81, down 3.64, a decrease of 0.06% [7]

Core Viewpoint - The article discusses the significant drop in gold prices, influenced by rumors of new tariffs on gold bars imported into the U.S. and the upcoming U.S. inflation data that could impact Federal Reserve interest rate decisions [2][5]. Group 1: Gold Market Reaction - On August 11, both gold futures and spot prices fell sharply, with London gold down over 1.5% and COMEX gold down over 2.6% [3][4]. - The price of London gold was reported at 3346.170, down 52.409, or -1.54%, while COMEX gold was at 3399.9, down 91.4, or -2.62% [4]. Group 2: Tariff Rumors and Market Impact - The drop in gold prices followed reports of the U.S. government imposing tariffs on imported gold bars, which initially caused COMEX gold to reach a new high on August 8 [4]. - A subsequent report from Bloomberg indicated that the White House planned to clarify the tariff situation, which could help stabilize the market and reduce confusion regarding gold import tariffs [4]. Group 3: U.S. Economic Indicators - Market focus has shifted to upcoming U.S. inflation data, with expectations that higher-than-expected inflation could hinder the recent upward trend in U.S. stock markets [5]. - The CME "FedWatch" tool indicated a 90.7% probability of a 25 basis point rate cut by the Federal Reserve in September, with various probabilities for future rate cuts [5].

【黄金技术分析】 现货黄金可能测试每盎司 3342 美元的支撑位，跌破该水平后可能跌至 3311 美元至 3328 美元的区间。 市场密切关注自 3283 美元开启的 C 浪的一系列投射位。在未能突破 3374 美元的阻力位后，一度跌破 了 3357 美元的支撑位。下一个支撑位将在 3342 美元。如果向上突破 3374 美元，可能确认上涨趋势将 延续至 3386 美元至 3402 美元区间。 周一（7月14日）欧洲时段，美元指数位于97.86附近；国际黄金位于3374.63美元/盎司左右。投资者目 前正在等待周二公布的美国6月份通胀数据，以获得更多有关美联储利率路径的线索。 【要闻速递】 欧盟贸易执委谢夫乔维奇表示，30%关税将重创欧盟对美贸易，基本消除双方贸易往来。意大利副总理 塔亚尼称，欧盟已准备对美商品征收210亿欧元报复性关税清单。 市场正密切关注本周英国国家统计局将公布的就业和通胀数据。全球贸易紧张局势因特朗普宣布自8月1 日起对欧盟和墨西哥商品征收30%关税而显著升级。不过分析认为，受益于现有英美贸易协定，英国有 望豁免此轮关税。这可能使英国成为欧洲出口商更具吸引力的枢纽，企业或通过英国获取免关 ...

Core Viewpoint - The Federal Reserve's meeting minutes reveal a division among officials into three main camps regarding interest rate policy, indicating a complex outlook for future monetary policy decisions [1] Group 1: Interest Rate Camps - Officials are divided into three primary factions: one advocating for rate cuts later in the year but excluding July, another favoring a hold on rates throughout the year, and a third group pushing for immediate action in the next meeting [1] - The mainstream faction supports a rate cut later in the year, while only a minority of participants, including Fed governors Waller and Bowman, support immediate action [1] Group 2: Economic Outlook - Several participants indicated that the current target range for the federal funds rate may not be significantly above neutral levels, suggesting limited room for further cuts unless there is a substantial economic slowdown [1] - The minutes imply that even if rate cuts are resumed, the subsequent reduction potential will be quite constrained [1]

金价为美国就业数据的剧烈波动做好准备 金价在经历了三天的强劲反弹后，因买方疲软而面临新的卖压。 今日Ultima Markets为您带来了 2025年7 月 3 日的黄金深入分析。 ·金价在周四早盘暂停了三天的上涨，所有目光仍然集中在美国非农就业数据上。 ·由于鸽派美联储预期的影响，美元回落至红色区域，贸易协议的担忧浮现。 ·23.6%的斐波那契水平对金价来说似乎是一个难以突破的关口，日线相对强弱指数保持在中线附近。 金价从周四亚洲时段早些时候达到的每周高点$3,366回落。现在所有目光都集中在高影响力的美国非农就业数据发布上，以便为金价提供明确的方向性动 力。 对美元需求的持续下降帮助金价在周三的反弹基础上继续上涨。 在关税担忧和鸽派美联储预期的背景下，周四的美国劳动力数据对于预测美联储未来的利率路径至关重要。 预计6月份美国非农就业人数将增加110,000，而失业率在同一时期略微上升至4.3%，相比5月份的4.2%。 如果非农就业人数低于100,000，将会加大对美元的卖压，增加7月份美联储降息的可能性，从而有利于金价。 美元（USD）似乎暂停了其隔夜的下跌，对以美元计价的金价施加了看跌压力。 市场正在重 ...

Core Points - The U.S. 10-year Treasury yield fell by 5.30 basis points to 4.2945% during trading on June 24, with a daily high of 4.3692% reached before a sharp decline [1] - The 2-year Treasury yield decreased by 3.81 basis points to 3.8251%, also experiencing a downward trend throughout the day [1] - The decline in yields followed signals from Federal Reserve Chairman Jerome Powell regarding potential interest rate cuts later in the year [1]

新华财经上海6月1日电（葛佳明） 本周（5月26日至31日），美国关税政策不确定性加剧，美联储主席杰罗姆·鲍威尔与美国总统特朗普会面时重申，美联储 政策将完全取决于即将发布的经济数据。英伟达财报超预期，一定程度提振市场对科技股信心。美国通胀持续放缓，但市场普遍认为关税对通胀的影响尚未 显现，后续美联储利率路径仍具有不确定性。全球风险资产多数上行，美元小幅收涨，美债收益率下行，黄金、白银震荡走低。 美股市场方面，三大股指全周均累计上涨，其中，标普500指数全周累计涨1.88%，5月涨幅6.15%，为2023年11月以来最佳单月表现；纳指全周累计涨 2.01%，5月全月累计涨9.56%；道指全周累计涨1.60%，全月累计涨幅为3.94%；罗素2000指数全周累计上涨1.3%，5月累计涨幅达到5.2%。 科技股"七巨头"本周多数反弹收涨，其中，英伟达累计涨幅为1.73%，Meta累计涨幅为1.72%，特斯拉累计涨幅为1.59%，微软累计涨幅为1.21%，亚马逊累 计涨幅为0.94%，谷歌A累计涨幅为0.51%，苹果则累计收跌0.25%。 欧洲股市方面，欧洲STOXX 600指数本周累计上涨0.65%，5月累计上涨4 ...