Group 1 - The Federal Reserve has lowered the federal funds rate target range by 25 basis points to 3.75%-4%, marking the second rate cut of the year, totaling a 50 basis point reduction [1][3] - The Federal Open Market Committee (FOMC) will end the balance sheet reduction starting December 1 and will continue to monitor economic indicators for potential adjustments to monetary policy [2][3] - There is a notable division within the FOMC, with some members advocating for a larger rate cut of 50 basis points, indicating increasing internal disagreements [4][5] Group 2 - Major U.S. stock indices showed mixed performance after reaching new highs, reflecting cautious market sentiment regarding the Fed's future rate cuts [6][8] - Nvidia's market capitalization has surpassed $5 trillion, making it the first company to achieve this milestone, while other tech giants also saw gains [6][8] - The Nasdaq China Golden Dragon Index experienced fluctuations, with individual Chinese stocks showing varied performance [8] Group 3 - International gold prices have declined, while oil prices have seen a slight increase, indicating a divergence in commodity market trends [9][10] - Analysts suggest that gold prices may continue to experience high volatility due to a combination of reduced risk appetite and speculative sentiment [10] - Oil prices are expected to remain under pressure due to the nearing end of the Northern Hemisphere's consumption peak and OPEC+ production increases [11]
25个基点!美联储降息
Zhong Guo Zheng Quan Bao·2025-10-29 22:30