Core Viewpoint - The precious metals market is experiencing increased support due to rising risk aversion driven by geopolitical tensions, economic uncertainties, and challenges to the traditional financial system [1][2][3]. Group 1: Market Dynamics - The U.S. government shutdown and economic uncertainties are contributing to a heightened demand for safe-haven assets like gold and silver [2]. - Geopolitical risks, including tensions in Gaza and border conflicts in Pakistan and Afghanistan, are further supporting the demand for precious metals [2]. - Central banks are continuously increasing their gold reserves, reflecting a growing recognition of gold as a safe-haven and store of value [1]. Group 2: Price Predictions - Analysts from Canadian Imperial Bank of Commerce predict gold prices will rise to $4,500 per ounce in 2026 and 2027, before declining to $4,250 in 2028 and $4,000 in 2029 [3]. - The recent surge in gold prices is attributed to concerns over long-term inflation and currency devaluation, with the Federal Reserve's policies being scrutinized [3]. - The overall outlook for precious metals remains strong, with expectations of continued price support amid ongoing geopolitical and economic challenges [2][3].

Core Viewpoint - The article discusses the increasing political influence on the Federal Reserve, which is raising the risk premium associated with U.S. dollar assets, prompting investors to reassess their exposure to dollar-denominated investments [1] Group 1: Economic Indicators - The U.S. dollar index is currently at 97.99, reflecting a 0.13% increase from an opening price of 97.87 [1] - The expanding budget deficit and government debt are contributing to the uncertainty in policy direction, which is affecting investor sentiment towards dollar assets [1] Group 2: Federal Reserve and Market Reactions - The market's instinctive reaction to the recent events surrounding Federal Reserve Governor Cook has provided slight support to U.S. short-term Treasury yields [1] - However, if the Trump administration continues to pressure the Federal Reserve to lower interest rates amidst high inflation, this support for yields may not be sustainable [1] Group 3: Market Dynamics - The dollar index is currently oscillating within a range of 97.54 to 98.95, entering a rebalancing phase after a previous upward movement [1] - The rapid increase in the dollar index faced selling pressure near 98.8290, leading to a pullback to around 97.5400, indicating a pattern of "volatility expansion—rapid mean reversion" driven by events [1]

Group 1: Gold Market Analysis - The gold market is expected to experience significant fluctuations this week due to geopolitical developments and upcoming non-farm payroll data, with a focus on comments from central bank leaders, including Fed Chair Jerome Powell [1] - Gold prices initially fell but later rose, confirming a key signal with a double bottom at 3245, and a potential test of a double top at 3455 in July [1] - A bullish trend has been established as gold broke above 3300, with targets set at 3370 and 3400, supported by technical indicators showing a clear upward trend [1] Group 2: Employment Data and Economic Indicators - If ADP and non-farm employment data remain weak, coupled with dovish comments from Powell, the dollar is likely to remain under pressure, providing support for gold [3] - Concerns over the U.S. fiscal deficit and rising long-term inflation fears may allow gold to challenge levels above 3450 and potentially reach 3499 [3] Group 3: Domestic Gold Trends - Domestic gold prices have shown significant downward movement, but the long-term bullish trend remains intact, with expectations of a rebound [4] - The focus for domestic gold is on the support level at 755, with potential buying opportunities if prices stabilize above 760 [5] Group 4: Silver Market Analysis - The potential for deeper interest rate cuts by the Fed, along with U.S. fiscal and trade tensions, is expected to support the entire metals sector [7] - Silver prices opened at 36.089, experienced a drop to 35.783, and then rallied to close at 36.015, indicating a possible bullish reversal if the price breaks above 36.84 [7]

Core Viewpoint - The CEO of Apollo, Mark Rowan, emphasizes that all actions taken by the company are driven by long-term inflation factors [1] Group 1 - The company is focusing on strategies that align with the ongoing trends of inflation, indicating a proactive approach to market conditions [1] - Apollo's leadership believes that understanding and adapting to inflationary pressures is crucial for long-term success [1] - The emphasis on long-term inflation suggests that the company is positioning itself to capitalize on future economic conditions [1]

Core Viewpoint - Federal Reserve Chairman Jerome Powell stated that most indicators related to long-term inflation are aligned with the target [1] Group 1 - Powell emphasized that the current inflation indicators suggest stability and consistency with the Federal Reserve's goals [1] - The remarks indicate a positive outlook on inflation management, suggesting that the Fed's policies are effective [1] - The alignment of indicators may influence future monetary policy decisions by the Federal Reserve [1]

Core Viewpoint - The gold market is experiencing a rebound, with prices reaching $3370.50 per ounce, driven by anticipation of the upcoming U.S. non-farm payroll report, which could significantly influence gold's recent trading pattern [1][3] Group 1: Economic Indicators - The U.S. labor market shows signs of cooling, with May non-farm payrolls expected to add 130,000 jobs, a slowdown from April's 177,000 [3] - Initial jobless claims have risen for the second consecutive week, indicating potential inflationary pressures from tariff policies [3] Group 2: Federal Reserve Policy - There is a divergence in market expectations regarding Federal Reserve policy, with President Trump advocating for rate cuts to address economic slowdown, while Fed Chair Powell and FOMC members maintain a "data-dependent" approach [3] Group 3: Technical Analysis - Gold prices have shown signs of weakening momentum, with a recent drop below the 5-day moving average, indicating potential for further declines if the support level at $3333 per ounce is breached [3] - If non-farm data disappoints, gold may struggle to reclaim the 5-day moving average, while a positive report could push prices towards the previous high of $3400 [3] Group 4: Market Sentiment - There is a subtle change in the negative correlation between gold and the U.S. dollar, as gold prices have not declined despite a significant rebound in the S&P 500 index, suggesting ongoing concerns about geopolitical risks and long-term inflation [3]