驱动逻辑已经变换!“川普经济学”如何影响贵金属?

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25 Oct 2024

尽管贵金属还在涨,但黄金交易的主要驱动逻辑已经出现变换。美联储货币政策预期短期内难以出现较大的边际变化,而美国大选背景下的美国联邦政府财政预期成为目前驱动黄金价格上涨的主要逻辑。宽松货币政策预期开始收紧?美联储在九月份议息会议执行五十个基点的降息操作,将联邦基金目标利率区间下调至4.75%-5.00%,鲍威尔货币政策表态总体偏鸽派。而在实质性放宽货币政策之后,美国大选受到飓风以及副总统辩论的影响...

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