强劲非农难阻美联储超预期降息？对冲基金大佬坚定看多黄金！

Group 1 - Billionaire investor David Einhorn expects the Federal Reserve to cut interest rates more than the market anticipates, increasing his confidence in gold holdings [1] - Despite strong non-farm payroll data in January, market expectations for rate cuts have slightly cooled, with traders still betting on two rate cuts of 25 basis points each by the end of the year, with a probability exceeding 88% [1] - Einhorn believes that using employment data as a reason to avoid rate cuts is "wrong" and predicts more cuts due to Kevin Warsh's influence as a potential Fed chair [1] Group 2 - The core reason for the recent rise in gold prices is that gold is becoming a reserve asset for global central banks [2] - Einhorn highlights the instability of U.S. trade policies, prompting other countries to seek settlement methods outside of the dollar [3] - The combination of current fiscal and monetary policies is deemed "illogical," with other major currencies performing poorly compared to the dollar [3] Group 3 - Following Trump's statement about not worrying about a weak dollar, the dollar index experienced its largest single-day drop since April 2025 [4] - Einhorn anticipates significant issues with some major currencies in the coming years [5] - He views betting on more rate cuts as "one of the best trades currently" and holds long positions in Secured Overnight Financing Rate (SOFR) futures, essentially betting on continued declines in short-term rates [5]