Group 1 - The latest data on initial jobless claims in the U.S. indicates a lower than expected number, which may reduce the probability of a rate cut by the Federal Reserve in January [2][4][5] - Trump has expressed a clear desire for a Federal Reserve chair who will lower interest rates when the economy is performing well, indicating his preference for a more accommodative monetary policy [3][7] - The labor market remains strong, with initial jobless claims dropping to 214,000, suggesting no significant pressure on employment despite some corporate layoffs [4][5] Group 2 - According to CME's "FedWatch," the probability of a 25 basis point rate cut by the Federal Reserve in January 2026 is 15.5%, while the probability of maintaining the current rate is 84.5% [6] - BlackRock strategists note that the Fed is nearing a neutral interest rate level, and further rate cuts will be limited unless there is a sharp deterioration in the labor market [6] - The U.S. economy grew at an annualized rate of 4.3% in Q3, exceeding expectations, but the Fed's pace of rate cuts is considered slow compared to other central banks [8][9] Group 3 - Gold and silver prices have reached historical highs, driven by expectations of future rate cuts and geopolitical tensions, with gold surpassing $4500 per ounce [11][12] - The increase in gold prices is attributed to rising demand from central banks and ETFs, with predictions of further price increases in 2026 [12]
特朗普突然发声,美联储大消息!
天天基金网·2025-12-25 01:09