“预计降息150个基点”！美联储理事，最新发声！

Group 1: Federal Reserve Insights - The Federal Reserve Governor, Milan, anticipates a rate cut of approximately 150 basis points by 2026, which could create around one million jobs without triggering inflation [1] - Milan believes that the current policy is not neutral and that the U.S. economy is still significantly above neutral levels [1] - The core inflation level has reportedly returned to near the Fed's target of 2%, and Milan expects strong economic growth in the U.S. this year [1] Group 2: Employment Data Expectations - The U.S. Labor Statistics Bureau is set to release the non-farm payroll data, which is the first timely report since the government shutdown affected data collection [1] - Economists predict an increase of 73,000 non-farm jobs in December 2025, up from 64,000 in November 2025, with the unemployment rate expected to slightly decrease to 4.5% [1] - Market analysis indicates that the recent ADP data, despite being weak, confirms a trend of "orderly cooling" in the labor market, which may strengthen expectations for continued rate cuts by the Fed in the first half of the year [1] Group 3: Market Trends in Precious Metals - On January 8, both gold and silver prices experienced significant declines, with silver dropping nearly 5% to $74.629 per ounce and gold falling over 1% to $4410.25 per ounce [2] - Morgan Stanley forecasts that gold prices will rise to $4800 per ounce by the fourth quarter of 2026, surpassing the historical record set in 2025, driven by declining interest rates, changes in Fed leadership, and ongoing purchases by central banks and funds [5]