1212黄金点评：美联储靴子落地，贵金属集体拉升

Core Viewpoint - The recent movements in the gold and silver markets are influenced by the Federal Reserve's interest rate decisions and its actions to maintain liquidity in the financial markets, leading to a positive macro sentiment towards gold in the short term [2][5]. Group 1: Market Movements - London spot gold experienced fluctuations and rose, with COMEX gold futures increasing by 2.01% and SHFE gold rising by 1.24% [2][5]. - Spot silver reached a historical high, indicating strong demand and market confidence [2][5]. Group 2: Federal Reserve Actions - The Federal Reserve's decision to lower interest rates and restart short-term debt purchases (Reserve Management Purchases, RMP) aims to replenish reserves to adequate levels, which has positively impacted market sentiment [2][5]. - Despite some hawkish signals and internal disagreements during the December meeting, the Fed's overall stance remains accommodative, supporting the bullish outlook for gold [2][5]. Group 3: Employment Data - Initial jobless claims in the U.S. increased by 44,000, marking the largest rise since 2020, while continuing claims dropped to an eight-month low [2][5]. - The upcoming non-farm payroll report on December 16 is anticipated to provide further insights into employment trends, including data from October [2][5].