Group 1 - The expectation of the Federal Reserve's interest rate cut is drawing significant attention in the gold market, with a recent report outlining four scenarios for a potential shift to monetary easing and their cross-asset impact pathways [1] - The research indicates that in all scenarios, a decline in U.S. Treasury yields and a weakening dollar will be key market characteristics [1] - Despite an upward revision in economic growth expectations since late April, strong summer employment data and persistent inflationary pressures may challenge the pricing of interest rate cuts [1] Group 2 - If inflation data continues to improve over the next 1-2 months, the market may further strengthen expectations for earlier and larger interest rate cuts, a shift already reflected in recent asset price movements [1] - The rise in rate cut expectations may stem from improving inflation indicators or the Federal Reserve's confirmation of the "transitory" nature of tariff impacts, with the ultimate asset price response depending on synchronized economic growth fundamentals [1]

Group 1 - The core viewpoint of the articles highlights the rising value of gold due to a weakening dollar, increasing uncertainty around U.S. trade agreements, and heightened expectations for interest rate cuts by the Federal Reserve [1][3] - Gold prices reached a three-day high of 3357.88, driven by global economic uncertainties and the market's anticipation of at least two rate cuts by 2025 [1] - The upcoming U.S. employment report is expected to influence U.S. Treasury yields, with potential implications for gold prices [1] Group 2 - Technical analysis indicates a bullish short-term trend for gold, with MACD showing a bottom divergence and prices moving above previous resistance levels [3] - The suggested trading strategy includes buying gold on dips around the 3330-3335 range, with a stop loss at 3327 and a target of 3350-3360 [4] - Market participants are advised to monitor geopolitical risks that may drive safe-haven demand for gold [3]