美联储定于12月9日和10日举行议息会议，市场普遍认为，美联储很可能再次降息25个基点。

Core Viewpoint - The Federal Reserve is expected to lower interest rates by 25 basis points in December, influenced by multiple factors including inflation, employment, and economic data [1][3][9] Inflation and Employment - Inflation data shows a "moderate decline" with core inflation remaining sticky, which keeps the Fed cautious despite the November CPI rising 2.7% year-on-year [5][9] - The labor market shows "job growth but rising unemployment," with November non-farm payrolls increasing by 227,000, indicating resilience but also necessitating rate cuts to stabilize employment [4][10] Economic Data and Growth - The U.S. economy remains robust with a projected GDP growth of 2.8% in Q3 2024, but growth expectations have been downgraded, prompting the Fed to consider rate cuts to "stabilize growth" [8][9] Internal Fed Dynamics - There are internal divisions within the Fed regarding the decision to cut rates, with dovish officials advocating for action to prevent worsening employment conditions, while hawkish officials express caution [7][10] External Influences - Trump's policies, including tariffs and potential fiscal stimulus, introduce uncertainty and inflationary risks, influencing the Fed's decision to act cautiously [6][10]