美联储连续第二次降息,提升黄金需求,通胀忧虑加剧

投资观察
Oct 30, 2025

1435 ET - 美联储连续第二次将利率下调25个基点,而通胀仍高于目标水平,这引发了物价上涨的担忧。SignatureFD的Tony Welch表示:“我确实认为存在一些上行风险,可能将通胀推升至3%以上。”他认为,薪资增长仍然强劲,而即将到来的减税措施可能会刺激需求。他还提到,抵押贷款利率的可能下降将释放住房需求,并扭转近期的住房通缩。他表示,通胀的担忧是黄金价格上涨的主要原因。“美联储正逐渐适应稳定的通胀,黄金对此作出了反应。”

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