本月21Starting from today,COMEX黄金再次突破2000美元,至今日最新价2015.7美元,已经维持六个交易日。10月份金价最高达到2019.7美元,本周有望突破该点位。本轮黄金走强的核心驱动力来自于美元指数:10month4日以来,美指累计跌幅达到3.6%,最低价逼近103关口。同期COMEX黄金的涨幅为9.62%,约为美指跌幅的两倍,因为其中还包含巴以问题对避险情绪的提振。
U.S.A10monthCPI年率增速仅为3.2%, much lower than the previous value3.7%,高通胀威胁大幅削弱,美联储重启加息的概率降低。虽然美联储依旧在放出鹰派言论,试图将市场的预期引导到加息上面来。但是,高到5.5%的基准利率,7%以上的按揭利率,令市场对于商业地产、银行业的发展深表担忧。在没有新的因素刺激加息预期增强的情况下,美元指数大概率维持弱势格局,黄金受益。
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