Group 1 - The core viewpoint of the articles indicates that the US CPI data for December 2025 shows stability, with the overall CPI rising by 2.7% year-on-year, matching expectations, and the core CPI rising by 2.6%, slightly below expectations [1][2] - Following the CPI data release, international precious metals prices increased, with COMEX silver futures and London silver spot prices both rising over 2%, while COMEX gold futures and London gold spot prices reversed from declines to gains [1] - The December CPI data is viewed as a more reliable indicator of policy direction due to the previous month's data being affected by a government shutdown, reinforcing market expectations for a potential interest rate cut by the Federal Reserve in April 2026 [1] Group 2 - Despite the stable inflation data, the Federal Reserve's December meeting minutes revealed significant internal disagreement regarding future rate cuts, and the non-farm payroll data for December showed lower-than-expected job growth, leading to expectations that the Fed may pause rate cuts in January to better assess economic data [2]
降息预期升温！美国2025年12月通胀数据保持稳定
Sou Hu Cai Jing·2026-01-13 14:58