美联储下调基准利率25bp 国际油价结束三连涨

Group 1 - The Federal Reserve announced a 25 basis point reduction in the federal funds rate target range to 4.00%-4.25%, marking the first rate cut of the year, aligning with market expectations [1] - Following the announcement, crude oil prices experienced a decline, with October delivery light crude oil futures falling by $0.47 to $64.05 per barrel, a decrease of 0.73%, and November delivery Brent crude oil futures dropping by $0.52 to $67.95 per barrel, a decline of 0.76% [1] Group 2 - Jeffrey Gundlach, often referred to as the "bond king," stated that the Fed's 25 basis point rate cut was the "right move," but cautioned against aggressive easing policies that could lead to inflation, highlighting the risk of excessive loosening [3] - East China Futures noted that while lower interest rates typically boost energy demand, investors are more concerned about warnings regarding a weakening labor market, which could overshadow the benefits of the rate cut [3] - The market had largely priced in the 25 basis point rate cut, leading to the unwinding of some hedging positions for larger cuts, which contributed to a stronger dollar and reduced overall attractiveness of commodities [3]