“涨”声一片！金银再创新高，集运欧线强势拉升，原油大反弹！美联储官员最新警告

Market Overview - Silver prices increased by 2.79%, reaching $69.0304 per ounce, with an intraday high of $69.4549, marking a historical peak [3][17] - Gold prices rose by 2.48%, hitting a new high of $4449.18 per ounce, while COMEX gold futures increased by 2.16% to $4482.30 per ounce, also a historical high [3][17] - Light crude oil futures for February 2026 rose by $1.49 per barrel to $58.01, a 2.64% increase, while Brent crude oil futures increased by $1.60 per barrel to $62.07, a 2.65% rise [3][17] Influencing Factors - The rise in international precious metal prices is attributed to escalating geopolitical tensions and market expectations of further interest rate cuts by the Federal Reserve, which are driving investors towards alternative assets like gold [3][17] - Goldman Sachs forecasts that gold prices could reach $4900 per ounce by the end of 2026 [3][17] Economic Policy Insights - Federal Reserve Governor Milan warned that without continued interest rate cuts next year, the U.S. economy could face recession risks, highlighting a divergence in the Fed's internal stance on interest rate policy [4][18] - Milan emphasized that rising unemployment rates should prompt a shift towards a more dovish policy approach among Fed decision-makers [5][18] Geopolitical Developments - The EU has decided to extend economic sanctions against Russia for an additional six months until July 31, 2026, which includes prohibitions on importing Russian oil and excluding several Russian banks from the SWIFT system [9][24] - The sanctions cover multiple sectors, including trade, finance, energy, and technology, with the EU committed to providing ongoing support to Ukraine [10][25] Shipping Industry Dynamics - The European shipping index futures saw a significant increase, with the main contract reaching a high of 1900 points, driven by expectations of price increases and geopolitical developments [12][27] - Analysts noted that recent price hikes by shipping companies and increased cargo volumes have led to higher shipping rates, with a notable rise in vessel loading rates [27][28] - The market is currently experiencing a divergence in performance among different contracts, with near-month contracts showing larger price increases compared to further-out contracts, which remain pressured by expectations of capacity oversupply [28][29]