Core Insights - The core inflation level in the U.S. has slowed down compared to expectations, with the December CPI data showing a year-on-year increase of 2.7%, aligning with both expectations and previous values [1] - The core CPI year-on-year growth is reported at 2.6%, matching the previous value but slightly below the expected 2.7% [1] - The probability of a rate cut in January remains significant, supported by the current employment and inflation data [1] Economic Context - The U.S. President continues to advocate for the Federal Reserve to lower interest rates [1] - Amid the potential pause in rate cuts by the Federal Reserve in January, geopolitical issues have become a short-term focus, with renewed concerns over U.S.-Iran tensions, Greenland, and other geopolitical conflicts [1] - The ongoing geopolitical tensions are likely to sustain interest in gold as a safe-haven asset in the short term [1]
光大期货：美通胀数据公布，短期黄金热度不减
Sou Hu Cai Jing·2026-01-14 05:19