“预计降息150个基点”！美联储理事最新发声！

Group 1 - The Federal Reserve Governor Milan predicts a rate cut of approximately 150 basis points by 2026, which could create 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%, and the U.S. economy is expected to maintain strong growth this year [1] Group 2 - The U.S. Labor Department is set to release non-farm payroll data, which is anticipated to show an increase of 73,000 jobs in December 2025, up from 64,000 in November 2025, with the unemployment rate expected to slightly decrease to 4.5% [1] - Market analysis indicates that the recent ADP data, despite being weak, confirms a trend of "orderly cooling" in the labor market, which may reinforce expectations for continued rate cuts by the Fed in the first half of the year [1] Group 3 - Morgan Stanley forecasts that gold prices will rise to $4,800 per ounce by the fourth quarter of 2026, surpassing the historical record set in 2025 [2] - The investment bank attributes this expected increase in gold prices to declining interest rates, changes in Fed leadership, and ongoing purchases by central banks and funds [2]