COMEX白银大幅走跌 会议纪要显对通胀担忧

Group 1 - The current trading price of COMEX silver is above $74.67, with a recent opening at $76.06 per ounce and a current price of $75.22, reflecting a decrease of 1.05% [1] - The highest price reached today was $76.28, while the lowest was $74.11, indicating a short-term bullish trend in the silver market [1] Group 2 - The meeting minutes indicate significant divergence among policymakers regarding which poses a greater risk to the U.S. economy: inflation or unemployment [2] - A majority of participants believe that adjusting to a more neutral policy stance will help prevent severe deterioration in the labor market [2] - Some participants emphasized the risk of persistent high inflation and cautioned that further rate cuts while inflation remains elevated could be misinterpreted as a reduced commitment to the 2% inflation target [2] - The minutes confirm that participants generally view reserve balances as having "dropped to ample levels," suggesting that initiating short-term Treasury purchases to maintain ample reserve supply is appropriate [2] - In 2026, the FOMC will see new regional Federal Reserve Bank presidents, and leadership changes are on the agenda, which may alter market expectations regarding the pace of interest rate cuts [2] - Traders currently anticipate 1-4 rate cuts in 2026, each by 25 basis points, providing clear trading opportunities for those able to accurately predict policy direction [2] Group 3 - Silver is approaching a critical resistance zone between $80 and $85, which is both a Fibonacci extension level and the upper boundary of a long-term channel [3] - A successful breakout accompanied by increased trading volume could lead to higher price targets; however, profit-taking is likely to occur in this range, increasing the probability of short-term corrections or consolidations [3] - If silver prices fall below $70, the market conditions may shift dramatically [3]