联储鸽派化,金铜有望保持强势

东证有色研究
Aug 11

东北证券有色组核心观点金:联储鸽派化,金价易涨难跌。1)美国非农下修之后,本周联储发言鸽派化:本周FOMC票委普遍转鸽,如丽莎库克表示“7月非农报告令人担忧,该数据可能标志着美国经济与美联储政策的一个重要拐点”;鲍曼表示“劳动力市场的明显疲软超过了未来通胀上升的风险”,支持降息3次。而在非票委中,戴利显著鸽派,支持2次以上降息,卡什卡利中性偏鸽,博斯蒂克则维持鹰派,仅支持1次降息。总体看,联储...

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