期貨交易商多頭平倉乏力，金價下跌
週二美國午盤，黃金和白銀價格走低。夏季交易氛圍較為清淡，短期期貨交易者多頭平倉乏力。黃金和白銀市場多頭需要新的基本面火花來激發新的上行價格趨勢。 8 月黃金價格最新下跌 34.50 美元，至 3,308.10 美元。 9 月白銀價格最新下跌 0.299 美元，至 36.605 美元。
週二，川普總統宣布對日本和韓國加徵關稅後，風險偏好略有回落。川普也致函十多個國家，威脅將徵收25%至40%的關稅。川普也將各國與美國達成貿易協議的最後期限延後至8月1日。
今日關鍵外部市場美元指數小漲。紐約商品交易所原油期貨價格走強，交易價格約每桶68.50美元。基準10年期美國公債殖利率目前為4.421%。
從技術面來看，8月黃金期貨多頭擁有整體近期技術優勢。多頭的下一個上行價格目標是收盤價高於3,400.00美元的堅固阻力位。
川普關稅信函後日圓走勢疲軟
美國總統唐納德·特朗普重申將對日本和韓國商品徵收 25% 的關稅，這是他難以預測的貿易戰的最新進展，日元週二受到打擊。
澳洲央行不顧市場預期，維持現金利率穩定在 3.85%，澳元隨即走高。
川普週一開始告訴貿易夥伴——從日本和韓國等主要供應國到小型貿易國——美國將從 8 月 1 日起大幅提高關稅，但他後來表示，如果各國提出建議，他願意延長關稅期限。
日圓週二走弱，美元上漲 0.38%，至 146.625。
日本首相石破茂週二表示，他將繼續與美國進行談判，尋求達成互利的貿易協議。
Corpay 首席市場策略師 Karl Schamotta 在一份研究報告中表示：“市場參與者普遍預計政府將繼續拖延問題。”
“儘管不確定性水平的提高無疑將在短期內對商業投資造成重大影響，但川普將逐步提高有效關稅稅率,同時避免對美國經濟造成毀滅性的供應衝擊。”
知情的歐盟消息人士週一向路透社表示，歐盟將不會收到關稅信函，並可獲得美國 10% 基準稅率的豁免。
歐元兌日圓匯率創一年新高，最新上漲 0.58%，至 171.980，反映出兩位貿易夥伴截然不同的命運。
歐元兌美元也上漲，上漲 0.17%，至 1.1729 美元。
Spot gold holds near $3,220/oz after New York manufacturing index
Manufacturing activity in the New York region improved this month following last month’s dramatic decline into contractionary territory, according to the latest figures published by the New York Federal Reserve.
The regional central bank announced on Tuesday that its Empire State manufacturing survey came in at -8.1 in April, after posting a -20 print in March. The data was better than expectations, as consensus forecasts called for a smaller improvement to -12.4.
“Business activity declined modestly in New York State in April,” the report said. “New orders fell modestly, and shipments edged lower. Delivery times held steady, and supply availability worsened. Inventories continued to expand. Employment was little changed, while the average workweek moved lower.”
“Input price increases and selling price increases picked up to the fastest pace in more than two years,” the Fed noted. “Firms turned pessimistic about the outlook, with the future general business conditions index falling to its second lowest reading in the more than twenty-year history of the survey.”
Gold prices saw some volatility in the moments after the 8:30 am EST release, but quickly returned close to the $3,220 level they were trading at beforehand. Spot gold last traded at $3,220.22 per ounce for a gain of 0.30% on the session.
The components of the report showed conditions improved in most areas of the region’s manufacturing sector.
“The new orders and shipments indexes also held below zero at -8.8 and -2.9, respectively, pointing to ongoing declines in both orders and shipments,” the report said. “Unfilled orders edged up slightly. The inventories index came in at 7.4, signaling that business inventories continued to expand. Delivery times were unchanged, while the supply availability index fell to -5.7, suggesting supply availability was somewhat lower.”
“The index for number of employees came in at -2.6, while the average workweek index fell to -9.1, pointing to little change in employment levels but a decline in hours worked,” they added.
Both price indexes rose for the fourth consecutive month, however, to their highest levels in more than two years. “[T]he prices paid index rose six points to 50.8, and the prices received index rose six points to 28.7,” the report said.
And manufacturers also turned sharply pessimistic in April. “Firms expect conditions to worsen in the months ahead, a level of pessimism that has only occurred a handful of times in the history of the survey,” they wrote. “The index for future general business conditions fell twenty points to -7.4; the index has fallen a cumulative forty-four points over the past three months. New orders and shipments are expected to fall slightly in the months ahead. Capital spending plans were flat. Input and selling price increases are expected to pick up, and supply availability is expected to worsen over the next six months.”
