Core Viewpoint - The article discusses the recent surge in the financial markets, particularly in precious metals and U.S. stock indices, alongside strong GDP growth data, while highlighting the implications for Federal Reserve interest rate expectations and political commentary from former President Trump. Group 1: Market Performance - Precious metals market experienced significant gains, with spot gold surpassing $4,500 and spot silver reaching a historic high of $71.75 per ounce [2] - U.S. stock market has seen a four-day rally, led by Nvidia and other major tech companies, with Nvidia's market capitalization exceeding $4.6 trillion [2] Group 2: Economic Data - The U.S. GDP for the third quarter grew at a rate of 4.3%, significantly above the expected 3.2%, marking the fastest growth in two years [6][8] - Strong consumer spending and a notable increase in net exports contributed to this growth, alongside a reduction in trade deficits and no inflationary pressures [8] Group 3: Federal Reserve and Interest Rates - The strong GDP data has led to a decrease in market expectations for Federal Reserve interest rate cuts in the coming year [3][9] - Trump criticized the market's reaction to positive economic news, suggesting that good news now often leads to market stagnation due to fears of potential interest rate hikes [11][12] Group 4: Political Commentary - Trump emphasized the importance of having a Federal Reserve chair who would lower interest rates in a favorable market environment, rather than disrupting market trends [12][13] - Key figures like Hassett and Treasury Secretary Bessenet echoed sentiments regarding the strong GDP data and its implications for future Federal Reserve policies, with Bessenet questioning the current inflation target framework [14][15]
特朗普怒斥华尔街“魔怔”!划红线警告:不降息休想掌舵美联储
Sou Hu Cai Jing·2025-12-24 02:45