Group 1 - The Federal Reserve is expected to lower interest rates by 25 basis points in October with a probability of 98.3%, and a cumulative reduction of 50 basis points by December with a probability of 93.4% [1] - The Consumer Price Index (CPI) report for September has been delayed due to the government shutdown, with expectations of a 0.4% month-on-month increase and a 3.1% year-on-year increase [3] - There are indications that inflation may be cooling faster than anticipated, which could support the Fed's decision to lower rates [3] Group 2 - The U.S. has imposed sanctions on Russia's largest oil producers, Rosneft and Lukoil, which together account for nearly half of Russia's oil exports [5] - The sanctions could significantly impact Russia's military operations in Ukraine, particularly as winter approaches, a period typically advantageous for Russia [5] - Market analysts suggest that geopolitical tensions, combined with expectations of Fed rate cuts, may provide a buying opportunity for gold, with potential price targets of $3900-$4400 [5]
【热点追踪】月底继续降息 黄金必上4400
Sou Hu Cai Jing·2025-10-24 10:09