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美联储最新表态,对提前大幅降息持谨慎态度
Zhong Guo Ji Jin Bao·2025-10-03 14:33

Group 1: Economic Impact of U.S. Government Shutdown - The U.S. government shutdown has led to the delay in the release of key economic data, including the September non-farm payroll and unemployment rate, which were scheduled for October 3 [2][3] - The shutdown affects the publication of the Consumer Price Index, which is crucial for determining the cost-of-living adjustments for Social Security in 2026 [3] - Fitch Ratings indicated that a prolonged government shutdown could slightly slow economic growth, but the short-term impact is expected to be limited [2] Group 2: Federal Reserve and Interest Rate Expectations - Federal Reserve official Goolsbee expressed caution regarding premature significant interest rate cuts, emphasizing that current data suggests a stable labor market [5] - The Chicago Fed estimated that the unemployment rate for September should have been 4.3%, highlighting the uncertainty due to the lack of official data [5] - Bank of America has revised its forecast for the timing of Fed rate cuts from December to October, reflecting rising expectations for a rate reduction [5] Group 3: Precious Metals Market Response - Expectations of interest rate cuts and a weakening dollar have supported a rise in precious metals, with silver prices increasing over 3% to $47.66 per ounce [6] - COMEX silver prices showed a significant increase, with a closing price of $47.711, reflecting a 1.60% rise [8]