2月3日，贵金属市场近期遭遇了历史上罕见的流动性冲击，上周五的暴跌被视为市场情绪的分水岭。 OEXN表示，这场剧烈震荡的催化剂并非基本面的突然恶化，而是由于美联储未来领导层人选的确定， 使得长期困扰金融市场的政治不确定性瞬间消除。当市场预期的靴子落地，此前积累的大量避险溢价开 始快速回吐。 关于美联储主席提名对行情的影响，OEXN认为，具体人选是谁其实并非核心，关键在于"不确定性"这 一变量被移除了方程。虽然凯文·沃什被认为立场强硬，但美联储作为集体决策机构，其政策连续性依 然存在。然而，此前黄金市场已处于严重的投机过热状态。统计数据表示，大量对行业缺乏深度了解的 非专业投资者近期疯狂涌入，导致多头头寸过度拥挤，这也使得黄金在回调时缺乏足够的支撑垫。 白银市场的表现则再次印证了其高风险属性。OEXN表示，白银在此类极端行情中往往会陷入流动性枯 竭的困境，甚至被部分资深分析师视为"死亡陷阱"。随着技术性抛盘的介入，贵金属的跌势被进一步放 大。目前，技术分析的指引意义已远超基本面。斐波那契回撤位表示，黄金的下一个关键技术目标位见 于4225美元，而白银则可能下探至66美元水平。 2月3日，贵金属市场近期遭遇了历史 ...

Group 1 - A CFP Board survey indicates that politics is the top money-related fear for Americans at 46%, surpassing concerns about inflation (39%), market stability (34%), and rising healthcare costs (33%) [1] - Political fears among financial planners are largely driven by uncertainties regarding tax policy changes and the implications of tariffs, particularly related to President Trump's proposed legislation [3] - Consumer confidence has been declining, with the Conference Board's Consumer Confidence Index dropping for the fifth consecutive month, reflecting negative assessments of business and labor market conditions [4] Group 2 - Experts caution that reacting impulsively to political news can harm long-term financial outcomes, emphasizing the importance of avoiding knee-jerk reactions to headlines [5] - Despite increased political stress, 80% of CFPs report that their clients still expect to achieve long-term financial goals, highlighting that financial stability relies on solid planning rather than political forecasts [6] - Successful investors focus on long-term strategies rather than short-term market fluctuations caused by political events, as fundamentals ultimately drive performance over time [7]

Group 1: Market Trends - The average ticket price for jewelry has increased by 15%, while gold prices have risen by 50% and silver and platinum by 60% to 70% over the past year [1][2] - The jewelry industry overall has seen a growth of over 10% this year, with jewelry outperforming other luxury categories like handbags [12][13] - Central banks are currently purchasing approximately 25% of the gold available in the market, indicating strong demand from financial investors and jewelers [5] Group 2: Impact of Lab-Grown Diamonds - The price of natural diamonds has decreased by roughly 45% from their peak in March 2022, largely due to the rise of lab-grown diamonds [7] - Adoption of lab-grown diamonds has surged, with about 60% of engagement rings sold in the U.S. featuring a lab-grown center, up from just 2% in 2018 [8] - The market for lab-grown gemstones is expanding, with expectations that 80% adoption could be reached in the next ten years [9] Group 3: Consumer Preferences - Consumers are increasingly viewing gold as a hedge against economic uncertainty, which is expected to sustain its demand [3][4] - There is a notable difference in consumer preferences between diamonds and colored gemstones; while consumers prefer the perfection of lab-grown diamonds, they often favor the unique imperfections found in natural colored gemstones [10][11]

RT Bloomberg em Português (@BBGEmPortugues)COPOM DEVE MANTER SELIC - Com a expectativa de que o Copom mantenha a Selic em 15%, o mercado estará de olho também no aumento da incerteza política desde sexta-feira #Selic #CopomPor @josueleonel @fe_saturnino @raphaelalmeidx https://t.co/KBstyF7z5X ...

Former Honduran President Juan Orlando Hernández walked out of prison Tuesday following a pardon by President Trump, fueling controversy in the U.S. and Honduras amid rising political uncertainty in the poor Central American nation https://t.co/LQIGxigZot ...

Political uncertainty is making it impossible to invest in the UK’s commercial real estate market, according to the boss of landlord Sirius Real Estate https://t.co/XUKMkWMXC9 ...

Core Insights - Shares in US health insurers faced challenges following the release of third quarter results, which highlighted increasing costs and political uncertainty [2] Group 1: Company Performance - Among the five largest publicly traded US managed care insurers, all except Humana reported struggles in their stock performance [2]

Group 1 - The article discusses the analysis of oil and gas companies, focusing on identifying undervalued names within the sector [1] - It emphasizes the importance of understanding the balance sheet, competitive position, and development prospects of these companies [1] - The author highlights the cyclical nature of the oil and gas industry, indicating that it requires patience and experience to navigate [2] Group 2 - The article mentions that the author has a beneficial long position in JPMorgan Chase shares, indicating a personal investment interest [3] - It notes that the analysis provided is based on the author's own opinions and is not influenced by compensation from any company mentioned [3] - The article does not serve as a recommendation for stock purchases or sales, urging investors to conduct their own research [4]

Turkey’s stocks are close to erasing their year-to-date gains as political uncertainty weighs on sentiment https://t.co/9tm6ywQssU ...

Investors are cautious going into Japan’s 20-year government bond auction on Wednesday as the shock collapse of Japan’s ruling coalition fuels fresh political uncertainty https://t.co/7vqAiZRuYV ...