Recently, Trump is not only in tradeYIEngaging in fierce battles with other countries during the war, and also being extremely busy domestically, can be described as a domestic and foreign diplomatic crisis! Trump complained about the recent interest rate increase by the Federal Reserve. He said that he expected the current Federal Reserve Chairman Powell to implement cheap monetary policy, but now it seems that the Federal Reserve refused to yield to Trump. Powell did not make any public response to Trump's remarks, while Federal Reserve officials such as Dallas Federal Reserve Chairman Kaplan and Kansas City Federal Reserve Chairman George said at last week's Jackson Hole annual meeting of the global central bank that Trump's recent comments on the Federal Reserve would not affect any of their decisions.
消息面上,隔夜的美国消费者信心指数创下近18年高位,令美元得到提振,进而打压了金价的升势,进而造成昨日黄金并未如期上涨。展望今日,本周第一个重磅经济数据即将登场,今晚周三20:30US Q2 actual will be releasedGDP年化季率修正值,预期为4%, previous value is4.1%。预期上是利空美元,利好黄金的。若表现亮眼,有望令加息预期回温,助美元反弹。不过邓鑫缘个人还是看好一个震荡的波动,因上周公布的多项经济数据表现不佳,让不少投资者担心美国经济开始出现裂缝。美国旧金山联储周一发布研究称,短期和长期借贷成本之间的差距缩小可能预示着美国经济衰退的风险增加。这可能会强化美联储预期的鸽派转变,一些美联储官员已经将收益率曲线趋平视作不加息的理由。
原油方面,关注好今晚的油EIA库存数据即可。如果EIA原油库存继续下降,那么油价将有继续上涨的空间。不过,今日凌晨公布的美国至8month24Day and WeekAPIUnexpected increase in crude oil inventory3.8Ten thousand barrels, both oil and crude oil in the US and Brazil experienced a slight decline in the short term. In addition, US refineries will operate in9Seasonal maintenance will be carried out after Labor Day at the beginning of the month, and gasoline demand will also experience a seasonal decline due to the end of summer, which are all factors that will affect oil prices in the future.