【百利好黄金专题】强化降息预期 黄金剑指4000
Sou Hu Cai Jing·2025-10-09 03:00

Group 1 - Gold prices have been rising since August 22, closing September with a strong bullish trend, indicating robust market momentum [1] - The Federal Reserve lowered interest rates by 25 basis points during the September meeting, with expectations for further rate cuts increasing due to ongoing labor market weakness [1][4] - As of late October, the probability of a rate cut has risen to nearly 100%, with a 99.4% chance of a 25 basis point cut in October [4] Group 2 - The labor market is showing signs of weakness, with non-farm payrolls increasing by only 22,000 in August and a decrease of 32,000 in September's ADP data [3] - Revised data from the Labor Department indicates a reduction of 911,000 in actual non-farm employment over the past year, with an average monthly increase of only 71,000 [3] - Job openings rose to 7.23 million in August, but hiring plans have dropped to the lowest level since June of the previous year, indicating fewer opportunities for job seekers [3] Group 3 - The recent government shutdown on October 1 has raised concerns about delayed data releases, further increasing the likelihood of a dovish shift from the Federal Reserve [4] - Analysts suggest that if unemployment rates rise significantly, the Federal Reserve may need to adopt more aggressive rate cuts, potentially leading to market volatility [4] - Technically, gold is showing a bullish trend on both weekly and monthly charts, with expectations of reaching around $4,000 in the short term [4]