Group 1: Federal Reserve and Economic Outlook - The Federal Reserve is expected to maintain the federal funds rate target range at 3.50%-3.75% during the upcoming decision, with investors focusing on dissenting votes and statements to gauge future rate cuts [3] - Recent economic data indicates that the U.S. economy is performing better than expected, although concerns about a weak labor market persist, and inflation continues to gradually decline from high levels [3] - The market has fully priced in a 25 basis point rate cut by the Federal Reserve in July, with a significant likelihood of another cut by the end of the year [3] Group 2: Earnings Season and Key Companies - The earnings season is gaining momentum, with major tech companies such as Apple, Microsoft, Meta, and Tesla set to report their performance [4] - Other companies of interest during the earnings season include Texas Instruments, SanDisk, UPS, Boeing, Starbucks, and American Express [4] Group 3: Commodity Market Trends - International oil prices have rebounded due to geopolitical factors, with WTI crude oil rising by 2.92% to $61.07 per barrel and Brent crude oil increasing by 2.73% to $65.88 per barrel [6] - Gold futures for January delivery rose by 8.45% to $4976.20 per ounce, while silver futures increased by 14.57% to $100.92 per ounce, driven by investor demand for safe-haven assets amid geopolitical turmoil [6] - The demand for hard assets has increased due to a weaker U.S. dollar, declining real yields, and heightened policy uncertainty, further supporting silver prices [6]
下周外盘看点丨 美联储决议震撼来袭，黄金白银疯狂能走多远
Di Yi Cai Jing·2026-01-25 05:26