货币市场将欧洲央行加息10个基点的押注从10月推迟至12月。欧洲央行管委维勒鲁瓦重申欧洲央行准备尽一切努力将通胀率降至2%左右,需要逐步使货币政策正常化。
全球最大的黄金ETF——SPDR Gold Shares上周五录得其自2004年上市以来最大的美元净流入,为16.3亿美元。该ETF的持有变化量被市场视为投资者对黄金长期押注兴趣的一个衡量指标。周一全球最大白银ETF——iShares Silver Trust持仓较上日增加281.79吨,增幅创去年2月以来新高,当前持仓量为16568.58吨。
巴克莱将2022年布伦特原油价格预估上调至85美元/桶,WTI原油价格预估上调至82美元/桶,两者均上调5美元/桶。预计今年供应过剩情况会略有增加,但库存低于预期,而供应增加主要来自于闲置产能,这意味着价格将继续受到支撑。
市场行情整理:
美元指数向上触及96,创1月11日以来新高,随后有所回落,最终收涨0.257%,报95.91。美国10年期国债收益率先跌后涨,最终收报1.776%。
今日虽是震荡格局,但操作层面仍可寻找一些合适机会布局,结合盘面给予下列建议,酌情参考操作,轻仓。
市场行情整理:
周一现货黄金宽幅震荡,美盘中跌破1830美元关口后反弹,由跌转涨,最终收涨0.46%,报1843.09美元/盎司;现货白银下破24美元/盎司,最终收跌1.26%,报23.98美元/盎司。
油价高位持续震荡,短线失去方向,基本面利多消息基本被消化,油价上涨乏力,但技术面仍然看涨,后市有进一步走高的基础,建议激进者继续逢低买入,保守者观望。
市场行情整理: 国际油价方面,两油亚盘前上涨,随后抹去日内所有涨幅。WTI原油一度跌超3%,创下去年12月20日以来最大的单日跌幅,最终收跌2.01%,报84.65美元/桶;布伦特原油最终收跌1.77%,报87.13美元/桶。
近期避险情绪不断升温,金价吸引力增强,金价短线有望继续上涨,上方重要阻力在1847一线,突破可进一步上涨,但在突破1847之前可能陷入震荡行情。
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Trailer trucks queue to cross into the United States at the Otay Mesa Port of Entry, in Tijuana, Mexico, November 27, 2024. Jorge Duenes/Reuters
New York
CNN
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Since President Donald Trump won the election in November, businesses across the globe have been bracing for higher tariffs — a key Day One promise the president made.
But over a week into his presidency, Trump has yet to enact any new tariffs.
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That could change, come 11:59 p.m. ET on Saturday — the deadline Trump set for when he says he will slap 25% tariffs on all Mexican and Canadian goods and a 10% tariff on all Chinese goods.
The tariffs, he said, will be imposed as a way of punishing the three nations, which Trump claims are responsible for helping people enter the country illegally and supplying fentanyl consumed in the US.
Speaking to reporters from the Oval Office on Thursday, Trump said he meant business, especially with his tariff threats on Mexico and Canada. White House Press Secretary Karoline Leavitt also confirmed on Friday that Trump will levy the 10% tariff on China on Saturday.
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Should these threats be believed? Yes and no, said Trump’s former Commerce Secretary Wilbur Ross.
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The threat of blanket tariffs is likely being overstated, Ross said in an interview with CNN. “There probably will be exclusions, because there are some goods that just are not made here, will not be made here, and therefore, there’s no particular point putting tariffs on.”
Ross, who was one of a handful of initial cabinet members in Trump’s first administration who kept their position for the entire four-year term, said he advocated for such exclusions when he advised Trump on tariff policies.
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Trailer trucks queue to cross into the United States at the Otay Mesa Port of Entry, in Tijuana, Mexico, November 27, 2024. Jorge Duenes/Reuters
New York
CNN
—
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Since President Donald Trump won the election in November, businesses across the globe have been bracing for higher tariffs — a key Day One promise the president made.
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That could change, come 11:59 p.m. ET on Saturday — the deadline Trump set for when he says he will slap 25% tariffs on all Mexican and Canadian goods and a 10% tariff on all Chinese goods.
The tariffs, he said, will be imposed as a way of punishing the three nations, which Trump claims are responsible for helping people enter the country illegally and supplying fentanyl consumed in the US.
Speaking to reporters from the Oval Office on Thursday, Trump said he meant business, especially with his tariff threats on Mexico and Canada. White House Press Secretary Karoline Leavitt also confirmed on Friday that Trump will levy the 10% tariff on China on Saturday.
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Should these threats be believed? Yes and no, said Trump’s former Commerce Secretary Wilbur Ross.
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The threat of blanket tariffs is likely being overstated, Ross said in an interview with CNN. “There probably will be exclusions, because there are some goods that just are not made here, will not be made here, and therefore, there’s no particular point putting tariffs on.”
Ross, who was one of a handful of initial cabinet members in Trump’s first administration who kept their position for the entire four-year term, said he advocated for such exclusions when he advised Trump on tariff policies.
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The short-term pause issued by US District Judge Loren L. AliKhan prevents the administration from carrying through with its plans to freeze funding for “open awards” already granted by the federal government through at least 5 p.m. ET Monday, February 3.
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Trailer trucks queue to cross into the United States at the Otay Mesa Port of Entry, in Tijuana, Mexico, November 27, 2024. Jorge Duenes/Reuters
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CNN
—
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Since President Donald Trump won the election in November, businesses across the globe have been bracing for higher tariffs — a key Day One promise the president made.
But over a week into his presidency, Trump has yet to enact any new tariffs.
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That could change, come 11:59 p.m. ET on Saturday — the deadline Trump set for when he says he will slap 25% tariffs on all Mexican and Canadian goods and a 10% tariff on all Chinese goods.
The tariffs, he said, will be imposed as a way of punishing the three nations, which Trump claims are responsible for helping people enter the country illegally and supplying fentanyl consumed in the US.
Speaking to reporters from the Oval Office on Thursday, Trump said he meant business, especially with his tariff threats on Mexico and Canada. White House Press Secretary Karoline Leavitt also confirmed on Friday that Trump will levy the 10% tariff on China on Saturday.
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Should these threats be believed? Yes and no, said Trump’s former Commerce Secretary Wilbur Ross.
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The threat of blanket tariffs is likely being overstated, Ross said in an interview with CNN. “There probably will be exclusions, because there are some goods that just are not made here, will not be made here, and therefore, there’s no particular point putting tariffs on.”
Ross, who was one of a handful of initial cabinet members in Trump’s first administration who kept their position for the entire four-year term, said he advocated for such exclusions when he advised Trump on tariff policies.
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