【光大期货:通胀预期下行,黄金不涨反跌】隔夜黄金震荡走弱,伦敦现货黄金下跌1.34%,SHFE黄金下跌1.24%。美PPI数据公布,能源价格下跌成为PPI降温的主要推动力,通胀压力下行,美股出现走高,风险情绪升温,进一步打压金价。短线黄金震荡,重点关注今晚美销售零售数据、美伊局势进展。美9月甚至年内加息概率接连下降,但金价走势不涨反跌,一是有利多落地获利了结的可能,二是或与日央行加息预期引起的市场流动性恐慌有一定关系。金价走势在关键位置受阻,分歧有所加大,不过整体来看,美联储9月加息预期下降下或整体仍维持高位震荡走势。
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