Core Viewpoint - The central bank is expected to lower interest rates despite increasing calls for caution from officials [1] Group 1 - The decision to lower interest rates is anticipated to occur on Wednesday [1] - There is a growing concern among officials regarding the potential implications of lowering rates [1]

英国央行预计，财政大臣蕾切尔·里夫斯的预算案将在明年春季使英国通货膨胀率降低最多0.5个百分 点，即便政府将在未来几年增加支出。 责任编辑：于健 SF069 预算案措施包括冻结铁路票价、削减家庭能源账单和减免燃油税，被视为为12月18日会议上再次降息铺 平道路。 英国央行副行长Clare Lombardelli周二公布，央行初步分析显示，控制家庭支出的措施将使2026年第二 季度起一年内的年通胀率降低0.4至0.5个百分点。 责任编辑：于健 SF069 这项分析可能会影响利率制定者在下周关键会议上的思考，届时，意见分歧的委员将决定是否恢复降 息。 英国央行预计，财政大臣蕾切尔·里夫斯的预算案将在明年春季使英国通货膨胀率降低最多0.5个百分 点，即便政府将在未来几年增加支出。 英国央行副行长Clare Lombardelli周二公布，央行初步分析显示，控制家庭支出的措施将使2026年第二 季度起一年内的年通胀率降低0.4至0.5个百分点。 这项分析可能会影响利率制定者在下周关键会议上的思考，届时，意见分歧的委员将决定是否恢复降 息。 预算案措施包括冻结铁路票价、削减家庭能源账单和减免燃油税，被视为为12月18日 ...

Showtime. The moment Wall Street has spent the last six weeks waiting for has nearly arrived: The Federal Reserve will make its final interest-rate decision of the year at 2 p.m. ET tomorrow. ...

Oil Market - Crude oil prices have declined for the second consecutive day due to concerns over oversupply and falling refined oil prices, with WTI crude down 1.1% to approximately $58 per barrel [2][6] - The spread between gasoline and crude oil prices has reached its weakest level since February, indicating a significant drop in refined oil demand [2][6] - The U.S. Energy Information Administration projects that U.S. crude oil production will reach a record average of 13.61 million barrels per day this year, exacerbating concerns over short-term oversupply [2][6] Precious Metals - Silver prices surged above $60 per ounce, reaching a new historical high, driven by expectations that the Federal Reserve will further ease monetary policy [3][8] - The spot silver price increased by 4.5% to $60.79 per ounce, supported by tight supply conditions in the market [9][10] - Gold prices also rose, reflecting the overall bullish sentiment in precious metals due to anticipated interest rate cuts by the Federal Reserve [3][10] Base Metals - Copper prices have retreated from historical highs, with a recent peak of $11,771 per ton, as investors adopt a cautious stance ahead of the Federal Reserve's meeting [11][12] - The 14-day relative strength index for copper has recently surpassed 70, indicating potential overextension in price increases [11] - LME copper closed down 1.3% at $11,487 per ton, with other base metals like aluminum, nickel, zinc, tin, and lead also experiencing declines [12]

Core Points - The Federal Reserve is set to announce its interest rate decision on Wednesday [1] - The announcement will include the latest Summary of Economic Projections [1] - Fed Chair Jerome Powell will provide remarks following the announcement [1]

Core Viewpoint - Following a rebound in cryptocurrency stocks, traders are anticipating payroll data that is expected to influence the Federal Reserve's decision on interest rates next week [1] Group 1 - Cryptocurrency stocks experienced a rebound on Tuesday [1] - Traders are closely monitoring upcoming payroll data [1] - The payroll data is likely to guide the Federal Reserve's interest rate decision [1]

Market Overview - Pre-market futures indicate a decline, with major indexes showing losses: Dow down 207 points (-0.43%), S&P 500 down 46 points (-0.67%), Nasdaq down 239 points (-0.94%), and Russell 2000 down 26 points (-1.06%) [1] - Market sentiment is expected to seek balance, but uncertainty remains due to the Federal Reserve's "blackout period" ahead of the interest rate decision on December 10 [5] Economic Indicators - The first week of December is not a full "Jobs Week" due to delays from a government shutdown, with only ADP's private-sector payrolls report expected [2] - November S&P Manufacturing PMI and ISM Manufacturing results are anticipated, with S&P expected around 51.9 and ISM below 50, indicating contraction [6] Holiday Shopping Trends - Cyber Monday is projected to attract 73.9 million online shoppers, following Black Friday's 130.4 million and Small-Business Saturday's 67 million [3] - Adobe forecasts online shopping to reach $11.8 billion on Cyber Monday, a 9.1% increase from the previous year [4] Retail Sector Insights - Black Friday saw a 10.4% increase in online sales compared to last year, while in-store sales grew only 1.7% [4] - Retailers such as Macy's, Dollar Tree, Dollar General, and American Eagle are expected to report earnings soon, alongside CrowdStrike and Salesforce [10]

华尔街经济学家表示，上周发布的姗姗来迟的9月就业报告，让美联储在12月利率决策时的道路变得更 加复杂。 "无论是维持还是降息，都可能出现多个反对票，"摩根大通首席美国经济学家Michael Feroli在上周四的 研究报告中写道。"我们认为这是一个非常接近的决定，甚至比去年9月更接近。此前我们预计下月会降 息，但现在倾向于认为委员会下月会跳过降息，但1月和5月仍会降息，然后暂停。" 经济学家指出，由于政府关闭，9月就业报告已经过时，尽管标题数字超出预期，但细节并非全是好消 息。 对早期数据的修正显示，美国经济8月减少了4000个就业岗位，而此前报告的是增加2.2万个。7月新增 7.2万个岗位，低于此前报告的7.9万个。失业率从上月的4.3%略升至4.4%。与此同时，劳动力参与率从 62.3%小幅上升至62.4%。 "我们看到失业率上升的同时，劳动力参与率也在上升，"安永-帕特侬首席经济学家Gregory Daco在接受 采访时表示。"这意味着截至夏季末，有更多人处于劳动力市场的边缘。" "从美联储的角度来看，另一个值得关注的有趣现象是，我们看到工资增长势头面临下行压力，"他补充 道。"我们知道，许多美联储政策 ...

来源：喜娜AI 11月21日，美国联邦航空管理局发布航行通告，警告称在委内瑞拉空域存在"潜在危险局势"，受安 全局势恶化及委内瑞拉境内和周边军事活动加剧的影响，在该空域所有高度运行的民航飞机都需保持警 惕。美国联邦航空管理局建议民航运营方在飞经该空域前至少72小时向其通报飞行计划。这一航行通告 的有效期自"协调世界时"2025年11月21日持续至2026年2月19日。（央视新闻） 1、外媒：美国政府正考虑允许英伟达对华出售H200芯片 路透社21日援引消息透露，特朗普政府正考虑批准向中国出口美国芯片制造商英伟达的H200人工 智能芯片。报道援引知情人士消息称，负责监管美国出口管制的美国商务部正就改变对华出口限制一事 进行审查，并称相关计划可能会发生变动。报道称，美国商务部暂未对此作出回应，英伟达尚未就此直 接置评。（环球网） 2、中方就高市错误言行致函古特雷斯 11月21日，中国常驻联合国代表傅聪致函联合国秘书长古特雷斯，就日本首相高市早苗涉华错误言 行阐明中国政府立场。该函将作为联合国大会正式文件，向全体会员国散发。傅聪大使在致函中表示， 日本首相高市早苗在国会答辩时公然发表涉台露骨挑衅言论。这是1945年 ...

Core Insights - The US jobs market added 119,000 jobs in September, exceeding analysts' expectations of 51,000 jobs [1] - The unemployment rate increased from 4.3% to 4.4%, marking the highest level since 2021 [2] - The Bureau of Labor Statistics revised down previous job growth estimates for July and August, indicating a decline in the US workforce [2][3] Job Market Data - The BLS now estimates that the US economy added 72,000 jobs in July, down from a previous estimate of 79,000, and lost 4,000 jobs in August, a revision from an initial growth estimate of 22,000 [3] - The official jobs report for October will not be released due to the federal government shutdown, with data for October to be published alongside the November report in mid-December [4] Economic Commentary - Nancy Vanden Houten from Oxford Economics stated that the September jobs report provides reassurance that the labor market was stable prior to the government shutdown, and does not necessitate a change in the Federal Reserve's interest rate forecast [5] - Senator Elizabeth Warren criticized the delay in releasing the October jobs report, highlighting the increase in the unemployment rate and a record number of layoffs since the current administration took office [6]