【贵金属】宏观扰动 贵金属震荡偏强

国元期货研究
Nov 11

策略观点当前贵金属市场受多重宏观与产业因素交织影响,整体呈现震荡偏强格局。宏观层面,美国政府停摆危机持续发酵,逼近历史最长纪录,民生保障资金中断引发社会经济担忧,叠加企业裁员人数创下疫情后新高,就业市场降温强化避险情绪,为贵金属提供支撑;而美联储内部对 12 月降息路径分歧显著,部分官员支持进一步降息,另一部分则担忧通胀黏性,叠加德银、摩根大通警告通胀持久性与关税政策滞后影响,政策不确定性加剧市场...

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