美国九月非农就业数据超预期,强化美联储推迟降息倾向!机构:市场正开始将黄金视为对冲美联储“政策失误”的工具
Sou Hu Cai Jing·2025-11-21 06:36
Group 1 - The core viewpoint of the article is that the unexpected strength of the U.S. non-farm payroll data in September reinforces the Federal Reserve's inclination to delay interest rate cuts, raising questions about how the Fed can make accurate decisions in the absence of data [1] - There are indications that the market is beginning to view gold as a hedge against potential "policy mistakes" by the Federal Reserve, despite a high interest rate environment that typically would be bearish for gold [1] - If the Federal Reserve decides to maintain its current stance in December but later data suggests that not cutting rates was a mistake, it could undermine market confidence in the dollar, making gold a more reliable "safe haven" [1]