美国财长贝森特明确认为美联储不应推迟进一步降息，称利率是驱动未来经济增长的关键因素，并重申 此前的预测：下任美联储主席人选将1月公布。 当地时间1月8日周四，贝森特在明尼苏达州经济俱乐部发表讲话。他明确支持特朗普的经济议程，并表 示宽松的货币政策将有助于为未来的增长铺平道路。他表示： "降息将对每一位明尼苏达州居民的生活产生切实的影响。这是实现更强劲经济增长的唯一 缺口。正因如此，美联储不应再拖延。" 贝森特强调了低利率对刺激经济增长的核心作用，为市场预期2026年降息步伐将大幅放缓的前景增添了 关键变量。 贝森特认为，即使美国最高法院裁定推翻特朗普依据紧急权力法征收的关税，也不会影响关税收入。他 表示，一旦裁定不承认这些关税，他有信心通过其他法律授权征收关税，从而弥补任何可能损失的关税 收入。但他同时承认，这样的结果将削弱特朗普在关税问题上的灵活性和谈判杠杆。 预计特朗普1月决定美联储主席人选 贝森特周四称，他预计特朗普本月将决定美联储主席鲍威尔的继任人选。 在明尼苏达州经济俱乐部发表讲话后回答提问时，贝森特表示，特朗普计划出席将于1月19日至23日在 瑞士达沃斯举行的年度论坛，而美联储主席人选的决定时间可 ...

Group 1 - The Federal Reserve is expected to lower interest rates by 150 basis points this year [3] - The CME has announced an increase in margin requirements for gold, silver, platinum, and palladium futures [12] - The U.S. is discussing a payment of $10,000 to $100,000 to buy Greenland residents [10] Group 2 - The U.S. stock market showed mixed results, with the Dow Jones up by 0.55% and the Nasdaq down by 0.44% [4] - The Hang Seng Index fell by 1.17%, with significant declines in technology stocks [5] - A-shares maintained a volatile trend, with the Shanghai Composite Index down by 0.07% [6] Group 3 - The international oil market saw a rebound, with WTI crude oil rising by 3.61% to $58.33 per barrel [3][7] - Gold prices increased by 0.47%, closing at $4,477.42 per ounce [7] - The market is preparing for a significant sell-off of futures contracts worth billions [3]

Core Viewpoint - The U.S. Treasury Secretary, Bessent, urges the Federal Reserve to continue lowering interest rates, emphasizing that lower rates are essential for stronger economic growth [1] Group 1: Economic Policy - Bessent states that lower interest rates are the "missing element" for achieving stronger economic growth, which the Federal Reserve should not delay [1] - He highlights that the year 2026 will witness the "returns" of Trump's "America First agenda" [1] Group 2: Legislative Impact - Bessent attributes strong economic growth to Trump's tax cuts, trade agreements, and deregulation efforts from the previous year [1] Group 3: Leadership Transition - Bessent is leading the process of selecting candidates to succeed Powell as the Federal Reserve Chair after his term ends in May [1] - He has repeatedly echoed Trump's calls for lower interest rates [1]

Core Viewpoint - The U.S. Treasury Secretary, Bessent, emphasizes the government's desire to lower interest rates, stating that rate cuts are crucial for future economic growth [1][3]. Group 1: Interest Rate Cuts - Bessent supports President Trump's economic agenda and indicates that a loose monetary policy will pave the way for future economic growth [1][3]. - The Federal Reserve is expected to cut rates three times in the last four months of 2025, totaling a reduction of 75 basis points, bringing the benchmark rate to a range of 3.5% to 3.75% [1][3]. - Market expectations for rate cuts this year are significantly lower, with projections indicating only two cuts, while Federal Reserve officials predict just one cut [1][3]. Group 2: Economic Foundations - Bessent mentions that despite the potential risk of rising inflation from rate cuts, they could support a slowing labor market [4]. - He highlights that the President has laid a solid foundation for strong economic growth through the historic approval of the "Great Future Comprehensive Act" and various trade agreements that have reshaped global economic imbalances [4][5]. - The deregulation agenda is also noted as a means to empower American entrepreneurs and businesses, with expectations of reaping the benefits of the "America First" agenda by 2026 [4][5].

Group 1 - The Federal Reserve Governor Milan predicts 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 the U.S. economy is expected to maintain strong growth this year [1] Group 2 - The U.S. Labor Department is set to release non-farm payroll data, which is anticipated to show an increase of 73,000 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 reinforce expectations for continued rate cuts by the Fed in the first half of the year [1] Group 3 - Morgan Stanley forecasts that gold prices will rise to $4,800 per ounce by the fourth quarter of 2026, surpassing the historical record set in 2025 [2] - The investment bank attributes this expected increase in gold prices to declining interest rates, changes in Fed leadership, and ongoing purchases by central banks and funds [2]

Group 1: Federal Reserve and Economic Outlook - Federal Reserve Governor Milan expects interest rates to be cut by approximately 150 basis points by 2026, potentially creating 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%, with expectations of strong economic growth in the U.S. this year [1] Group 2: Labor Market and Employment Data - The U.S. Labor Department is set to release non-farm payroll data, which is the first timely report since the government shutdown, with economists predicting an increase of 73,000 jobs in December 2025, up from 64,000 in November 2025, and a slight decrease in the unemployment rate to 4.5% [1] - Recent ADP data, although weak, confirms a trend of "orderly cooling" in the labor market, which may reinforce expectations for continued interest rate cuts by the Fed in the first half of the year [1] Group 3: Precious Metals Market - 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]

Group 1 - The Federal Reserve Governor Milan expects interest rates to be cut by approximately 150 basis points by 2026, potentially creating 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 U.S. labor market is anticipated to show a modest increase in non-farm payrolls, with a forecast of 73,000 new jobs in December 2025, up from 64,000 in November 2025, and a slight decrease in the unemployment rate to 4.5% [1] Group 2 - On January 8, both gold and silver prices experienced declines, with silver dropping nearly 5% to $74.629 per ounce and gold falling over 1% to $4410.25 per ounce [2] - Morgan Stanley predicts 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 Federal Reserve leadership, and continued buying by central banks and funds [5]

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]

美联储理事米兰：预计2026年将降息约150个基点。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...

Group 1 - The core viewpoint of the articles indicates that the UK housing market is experiencing a significant slowdown, with house prices expected to rise only 0.3% by the end of 2025, marking the weakest annual growth since March 2024 [1][2] - Halifax Bank reported a month-on-month decline in house prices of 0.6% in December 2025, following a 0.1% drop in November, which is notably below the 0.2% increase predicted by economists [1] - The annual growth rate of house prices is also lower than expected, with a forecast of 1.1% compared to the actual figures [1] Group 2 - The EY Item Club's chief economic advisor expressed caution regarding housing affordability improvements, citing potential wage growth slowdowns due to a relaxed labor market and limited room for significant mortgage rate cuts in 2026 [2] - The Bank of England has reduced the base interest rate from 4% to 3.75% as of December 2025, marking the fourth rate cut since the easing cycle began in August 2024, totaling a reduction of 150 basis points [2] - Halifax Bank anticipates that the annual growth rate of UK house prices will range between 1% and 3% in 2026, while a Reuters survey predicts a growth of approximately 2.8% for the year, higher than the 2% overall increase in 2025 [2]