Group 1: Federal Reserve and Economic Outlook - Federal Reserve Governor Milan expects interest rates to be cut by approximately 150 basis points by 2026, potentially creating around one million jobs without triggering inflation [1] - Milan believes that the current policy is not neutral and that the U.S. economy is still significantly above neutral levels [1] - The core inflation level has reportedly returned to near the Fed's target of 2%, with expectations of strong economic growth in the U.S. this year [1] Group 2: Labor Market and Employment Data - The U.S. Labor Department is set to release non-farm payroll data, which is the first timely report since the government shutdown, with economists predicting an increase of 73,000 jobs in December 2025, up from 64,000 in November 2025, and a slight decrease in the unemployment rate to 4.5% [1] - Recent ADP data, although weak, confirms a trend of "orderly cooling" in the labor market, which may reinforce expectations for continued interest rate cuts by the Fed in the first half of the year [1] Group 3: Precious Metals Market - On January 8, both gold and silver prices experienced significant declines, with silver dropping nearly 5% to $74.629 per ounce and gold falling over 1% to $4410.25 per ounce [2] - Morgan Stanley forecasts that gold prices will rise to $4800 per ounce by the fourth quarter of 2026, surpassing the historical record set in 2025, driven by declining interest rates, changes in Fed leadership, and ongoing purchases by central banks and funds [5]
“预计降息150个基点”,美联储理事,最新发声
Zheng Quan Shi Bao·2026-01-08 13:59