刚刚，金价大逆转，美联储降息大消息

Core Viewpoint - Federal Reserve Governor Christopher Waller advocates for a rate cut in December, indicating a potential shift in monetary policy due to a softening labor market and manageable inflation levels [2][3]. Group 1: Federal Reserve's Position - Waller emphasizes that existing data shows little change since the last Fed meeting, with inflation not being a significant concern [3]. - He expresses worries about the labor market, noting a lack of signs indicating a hiring surge, and suggests that September employment data may be revised downward [3]. - The probability of a 25 basis point rate cut in December is reported at 69.4%, with a 30.6% chance of maintaining current rates [4]. Group 2: Market Reactions and Predictions - Following Waller's comments, spot gold prices surged nearly $10 per ounce, reaching $4080 per ounce [5]. - Goldman Sachs predicts that the Fed will implement a third consecutive rate cut in December, citing cooling inflation and a weakening labor market as justifications for further easing of monetary policy [7]. - Goldman Sachs also forecasts two additional rate cuts in 2026, bringing the federal funds rate to a range of 3.00% to 3.25% [7]. Group 3: Alternative Perspectives - Generali Investments' economist Paolo Zanghieri argues that market expectations for rate cuts may be overly optimistic, suggesting a 50% chance of a December cut and cautioning against the anticipated four rate cuts next year [8].