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受美国通胀持续高企的报告提振,美元走软,收益率下跌,金价上涨。

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-- 周四早盘,美元走软,金价上涨。此前公布的数据显示,美国一项关键通胀指标上月上升,而第一季度国内生产总值(GDP)增幅低于预期。 6月交割的黄金期货价格上涨85.70美元,至每盎司4647.20美元,维持在过去一个月200美元的区间内。 美国经济分析局(BEA)公布的数据显示,3月份个人消费支出(PCE)指数环比增长0.7%,高于2月份的0.4%,但与Marketwatch的预期相符。PCE是美联储首选的通胀指标。剔除波动较大的食品和能源价格后的核心PCE年化增长率为3.2%,高于2月份的3.0%,同样符合预期。 美国联邦储备委员会还发布了第一季度美国GDP增速的初步估值,报告显示该指标增速为2.0%,高于上一季度的0.5%,低于市场预期的2.2%。 尽管市场预期伊朗战争推高通胀,利率即将上调,但黄金价格依然上涨。美联储政策委员会周三结束了为期两天的会议,维持利率不变,但暗示随着通胀攀升,未来可能加息。 盛宝银行写道:“尽管周三的联邦公开市场委员会(FOMC)会议维持利率不变,但债券收益率上升,美元走强,黄金仍吸引了新的需求。不过,由于伊朗战争持续影响经济前景,几位委员表示希望消除宽松倾向。” 尽管如此,受经济数据的影响,美元早盘大幅走低,ICE美元指数最新下跌0.5点至98.46。美国国债收益率也出现下跌,两年期美国国债收益率最新下跌 6.5 个基点至 3.9%,十年期国债收益率下跌 4.4 个基点至 4.39%。

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