金十数据8月1日讯，加拿大帝国商业银行资本市场分析师Ali Jaffery评美国非农数据：今天的报告展示 了一个与鲍威尔本周早些时候所描述的就业市场不同的情况，也提高了美联储提前行动的可能性。话虽 如此，这还取决于接下来几份通胀报告是否显示出持续性以及就业市场是否进一步走弱。毕竟，失业率 仍处于合理水平，而且即便报告再糟糕，也不足以让所有鹰派人士完全改变立场。 分析师：美联储提前行动的可能性提高 但还取决于接下来的几份关键报告 ...

美联储主席鲍威尔：在下次会议之前，我们有两份就业和通胀报告，我们将看看这将带我们去哪里。 ...

金十数据7月15日讯，纽约斯巴达资本证券公司首席市场经济学家Peter Cardillo表示，今天的通胀报告 总体而言是个好消息，因为核心通胀月度上涨0.2%符合预期。年度数据略高于预期。我们从整体数据 中能看出，部分关税引发的通胀可能正在逐渐显现。但这份数据能让美联储得以喘息，使他们7月会维 持利率不变。他们需要参考7月和8月的数据，才能在9月做出决定。 经济学家：通胀报告总体而言是个好消息 ...

Core Viewpoint - ANZ Bank suggests that the Federal Reserve is likely to maintain the federal funds target rate unchanged in the upcoming meeting, indicating a patient approach from Chairman Powell amidst economic uncertainties [1] Economic Indicators - Recent macroeconomic data shows a cooling job market, yet it remains relatively resilient, providing the Fed with the opportunity to focus on the forthcoming inflation report [1] Monetary Policy Outlook - ANZ Bank expects Chairman Powell to continue emphasizing patience, stating that monetary policy is in a good position to respond appropriately to developments [1]

Core Viewpoint - The mild inflation report for May has shifted traders' bets towards the possibility of an interest rate cut before October, with a focus on the Federal Reserve's upcoming dot plot for insights on policy considerations for the remainder of the year [1] Group 1 - The price increase in May was milder than expected, influencing market expectations [1] - Traders are adjusting their outlook towards potential interest rate cuts in the near future [1] - Investors are particularly interested in the Federal Reserve's dot plot for indications of future policy direction [1]

【"新美联储通讯社"：4月通胀报告为"A+"，但暗藏两大隐忧】 "新美联储通讯社"NickTimiraos表示， 本次几乎堪称A+的通胀报告仍有两点需要注意：1）预测人士估计，随着关税的影响显现，5月，尤其 是6月，商品价格涨幅将会加快。2）2024年中期通胀已明显降温，因此同比基数本身已不占优势。 ...

Core Insights - The inflation report released today is described as "excellent" but highlights two potential issues that need attention [1] Group 1: Inflation Concerns - Analysts expect an acceleration in commodity price increases in May, particularly in June, due to the implementation of "Liberation Day" tariffs [1] - The year-on-year basis for inflation has become less favorable as inflation has already cooled down by mid-2024 [1] - The April core PCE price index recorded a year-on-year rate of 2.5%, marking the lowest level since March 2021 [1]

金十数据5月30日讯，受美元走强影响，黄金期货价格下跌。尽管年初至今金价仍累计上涨超22%，但 本周整体料将录得跌幅。面对市场波动，美元作为另一种避险资产走强，黄金似乎因此承压。目前市场 焦点转向定于周五晚些时候发布的个人消费支出（PCE）数据。这份通胀报告是美联储青睐的衡量指 标，预计数据将显示上月物价涨幅放缓，为美联储宽松货币政策打开空间。通常来说，利率下降会增强 不产生利息的黄金的吸引力。 黄金本周料走低 市场聚焦今晚PCE ...

Group 1 - The Bank of England's recent policy stance has turned hawkish, significantly reducing expectations for interest rate cuts, with the probability of a June cut dropping from 50% to 4% [1] - Market expectations have shifted towards a greater likelihood of a rate cut in the third quarter, with current bets for an August cut averaging around 16 basis points (64%) [1] - The upcoming inflation reports may influence market expectations, with a potential downward surprise in inflation data possibly shifting sentiment back towards a dovish outlook [1] Group 2 - The short-term impact of the Bank of England's hawkish stance on the British pound is limited, with market focus shifting to the upcoming UK-EU summit, where Prime Minister Starmer aims to promote closer UK-EU relations [1] - The GBP/USD exchange rate has recently fallen below its 50-day exponential moving average (EMA50), indicating a prevailing bearish correction trend despite reaching oversold levels [1] - Any further upward movement in GBP/USD may be capped around 1.3340, with major resistance expected at 1.3405, while current trading is likely to remain within a range of 1.3220 to 1.3320 [2]