Group 1 - The Federal Reserve has lowered interest rates by 25 basis points, bringing the target range for the federal funds rate to 3.50%-3.75%, marking the third rate cut of the year [2] - The median forecast in the dot plot indicates only one rate cut in 2026, suggesting that the threshold for future cuts may be higher [2] - The Fed will restart its balance sheet expansion by purchasing short-term U.S. Treasury securities starting December 12, 2025, with a plan to buy $40 billion over the next 30 days, injecting liquidity into the market [4] Group 2 - Historical evidence shows that the Fed's easing policies support gold prices, with current international gold spot prices fluctuating around 4200 [4] - Continuous gold purchases by global central banks and geopolitical risks provide long-term structural support for gold, making gold ETFs (518800) and gold stock ETFs (517400) worth monitoring [4]
美联储降息如期落地，关注黄金基金ETF（518800）、黄金股票ETF（517400）
Sou Hu Cai Jing·2025-12-12 01:57