日本加息，黄金慌了！

Group 1: Gold Market - Gold prices surged to a near two-month high of $4,374 before retracting, closing at $4,332.31, with current trading around $4,326 [1] - Technical analysis indicates that gold maintains a strong bullish trend, with prices above key moving averages and higher highs and lows, suggesting potential testing of historical highs at $4,381 and targeting $4,400 [18] Group 2: U.S. Economic Indicators - The U.S. Consumer Price Index (CPI) for November rose by 2.7% year-on-year, with the core CPI increasing by 2.6%, marking a significant inflation data release since the end of the government shutdown [5] - Market skepticism regarding the reliability of economic data has increased, particularly following the dismissal of the U.S. Labor Secretary, with concerns about data manipulation for favorable market outcomes [5] - Following the CPI release, the probability of a Federal Reserve rate cut in January increased from 26.6% to 28.8%, with traders anticipating a potential cut of 62 basis points [5] Group 3: Japanese Monetary Policy - The Bank of Japan raised its policy interest rate by 0.25 percentage points to 0.75%, the highest level since September 1995, signaling the end of an era of ultra-loose monetary policy [7] - This decision aims to combat inflation that has exceeded the central bank's target for 44 consecutive months, amidst concerns of a policy mismatch between tightening monetary policy and expansive fiscal measures [7] - Japan's ruling party plans to increase income tax rates by 1 percentage point starting January 2027 to fund defense needs, highlighting ongoing fiscal challenges [9] Group 4: U.S. Military Actions - The U.S. military conducted a strike against a vessel identified as linked to a terrorist organization in the Eastern Pacific, resulting in four fatalities, amid ongoing anti-drug operations [14] - The U.S. Embassy in Ecuador announced a joint operation with the Ecuadorian Air Force to enhance capabilities against drug-related terrorism [15]