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本周外盘看点丨美联储官员密集发声,美最高法院举行关税案听证
Di Yi Cai Jing·2025-11-02 03:30

Core Viewpoint - The article discusses the recent monetary policy decisions by various central banks, particularly the Federal Reserve's interest rate cut, and the implications for markets, including gold and oil prices, as well as upcoming economic data releases and corporate earnings reports. Group 1: Central Bank Decisions - The Federal Reserve announced a 25 basis point interest rate cut, leading to mixed reactions in the stock market, with the Dow Jones up 0.75%, Nasdaq up 1.97%, and S&P 500 up 0.71% for the week [1] - The focus is on whether the Fed will cut rates again in December, with significant attention on the potential resolution of the government shutdown affecting key economic data releases [2][3] - Other central banks, including those in the UK, Australia, Brazil, Mexico, Sweden, Norway, and Malaysia, are also expected to announce their interest rate decisions this week [1] Group 2: Employment Indicators - Despite the Fed's rate cut, the dovish tone was less than expected, with Chairman Powell indicating that further cuts are not guaranteed, raising concerns about the labor market [2] - The government shutdown has delayed the release of critical employment data, including the non-farm payrolls, which may impact market expectations for future rate cuts [2][3] Group 3: Commodity Prices - Oil prices have declined due to concerns over increased global supply overshadowing the impact of U.S. sanctions on Russian oil exports, with WTI crude down 0.85% to $60.98 per barrel [4] - Gold prices fell 3.41% to $3982.20 per ounce, influenced by a strong dollar and expectations of future interest rate cuts, with Morgan Stanley projecting an average gold price of $4300 per ounce in the first half of 2026 [5] Group 4: Economic Data and Corporate Earnings - Upcoming economic data releases include the ISM Purchasing Managers' Index (PMI) and ADP employment report, which will be closely watched for signs of economic weakness that could reignite rate cut expectations [3] - The earnings season continues with notable companies reporting, including AMD, Qualcomm, Uber, and Pfizer, which may influence market sentiment [3][8]