Economic Data - The upcoming week will see the release of significant economic data, including the non-farm payroll (NFP) and Consumer Price Index (CPI) reports, which will be published simultaneously for the first time in history [3] - The NFP report, set to be released on Tuesday, is expected to show a decrease of 10,000 jobs for October due to many former federal employees delaying their departure, but a strong rebound of 130,000 jobs is anticipated for November [3] - The CPI report will be released on Thursday, with expectations of a 0.3% month-on-month increase for both overall and core CPI, leading to year-on-year rates of 3.1% and 3.2% respectively, driven by tariff cost transmission [3] Federal Reserve Insights - New York Fed President John Williams will speak tonight, marking his first statement since November and the first after the December Fed meeting, which is crucial for market sentiment [5] - The market is currently in a delicate position, where slight negative data could lead to a forced rate cut, while slightly positive data could result in a pause in rate cuts [5] - According to CME FedWatch, the probability of a 25 basis point rate cut in January 2026 is 24.4%, while the probability of maintaining the current rate is 75.69% [5] Market Predictions - Robert Edwards, CIO of Edwards Asset Management, predicts that the S&P 500 index will reach 7,000 points by the end of this year and continue to rise in 2026 [7] - Goldman Sachs has reaffirmed its forecast for the S&P 500 to reach 7,600 points in 2026, indicating approximately 10% upside potential from current levels [7] - Multiple institutions, including Morgan Stanley and Deutsche Bank, also project over 10% upside for the U.S. stock market [7] International Affairs - Significant progress has been made in U.S.-Ukraine talks regarding a "peace plan," with Ukraine's President Zelensky indicating a willingness to accept bilateral security guarantees instead of NATO membership [9] - In the Middle East, tensions have escalated following an attack by ISIS on U.S. troops in Syria, leading to a response from President Trump, and Israeli airstrikes in Gaza have further complicated the situation [11]
超级周,黄金强势暴涨!
Jin Tou Wang·2025-12-15 10:27