Group 1 - The overall market sentiment is cautious as investors await the Federal Reserve's latest interest rate decision, with expectations for a third consecutive rate cut of 25 basis points, priced at approximately 87.6% probability according to the CME FedWatch tool [1][2] - There are internal divisions within the Federal Open Market Committee (FOMC), with some members supporting further rate cuts to mitigate potential labor market weaknesses, while others express concerns about inflationary pressures from additional cuts [2] - The market is closely monitoring the upcoming Oracle's Q2 earnings report, focusing on its debt-driven AI infrastructure expansion plans and reliance on OpenAI, with the company's stock showing a slight pre-market increase of 0.4% [7] Group 2 - Silver prices have surged nearly 110% this year, significantly outperforming gold's 60% increase, leading to a gold-silver ratio dropping below 70 for the first time since July 2021 [10] - Silver's recent price increase is attributed to global supply tightness and expectations of further monetary easing from the Federal Reserve, with retail and speculative interest driving additional capital inflows [9] - Brent crude oil prices have stabilized after a previous decline, rising over 0.2% to $62.07 per barrel, as investors keep a close watch on the progress of peace talks between Russia and Ukraine [13]
静待美联储决议!美股持平,美债收益率高位震荡,现货白银续刷新高,原油企稳
Hua Er Jie Jian Wen·2025-12-10 08:11