Group 1 - The overall trading pace has slowed due to the Thanksgiving holiday, but market focus on macro policies remains high [1] - The White House has narrowed down the candidates for the next Federal Reserve Chair to Kevin Hassett, who is perceived to favor lower interest rates, aligning with Trump's policy direction [1] - Market expectations for a rate cut in December have significantly increased, with the probability of a 25 basis point cut rising to over 85%, up from 39% a week ago [1] Group 2 - Recent U.S. economic data shows a positive trend, with initial jobless claims dropping to 216,000 and durable goods orders increasing by 0.5%, exceeding market expectations [2] - Despite favorable economic data, the dollar index remains above 99.50, struggling to break out of a weak trend due to dominant rate cut expectations [2] - Major U.S. stock indices closed higher, with the Dow, S&P, and Nasdaq rising by 0.8%, 0.8%, and 0.9% respectively, driven by AI-related sectors [2] Group 3 - Gold prices have remained stable above 4150, supported by a weak dollar and market bets on a December rate cut [2][5] - The performance of U.S. stock futures will be influenced by the momentum in the AI sector and whether policy expectations can sustain [6] - The upcoming ISM manufacturing PMI data is expected to be a key factor for short-term market fluctuations [3]
【UNforex财经事件】降息预期走强带动风险偏好 金价在清淡交投中稳居高位
Sou Hu Cai Jing·2025-11-27 09:43