Group 1 - The core viewpoint of the articles emphasizes the cautious and steady approach of the Federal Reserve regarding monetary policy, as indicated by the statements of Philadelphia Fed President Anna Paulson [1][3] - The current benchmark interest rate is maintained in the range of 3.5%-3.75%, with Paulson suggesting that this level is slightly above neutral, aiding in the final push to reduce inflation [3] - The labor market shows structural concerns, with job growth concentrated in specific sectors, indicating potential hidden vulnerabilities despite overall economic expansion [5][6] Group 2 - Inflation is moving towards the 2% target, with companies exhibiting caution in pricing behavior due to competitive pressures, providing a rationale for the Fed to maintain its current stance [8] - Paulson's remarks, while leaning towards a hawkish tone, leave open the possibility of later interest rate cuts, suggesting that the bullish logic for gold remains intact but may slow down [10] - Recommendations for investors include controlling positions before the upcoming FOMC meeting, monitoring inflation boundaries, and considering geopolitical uncertainties as a support for gold prices [10]
票委集体力挺鲍威尔，美联储不急降息，黄金多头还能走多远？
Sou Hu Cai Jing·2026-01-16 06:12