白银 (Silver) 加自选

美联储鸽派将降息几率升至75%，美元走软；日元再次暴跌。由于市场加大了对美联储12月降息的押注，延长了上周晚些时候开始的重新定价，美元今天的交易表现不佳。这一转变是由纽约联储主席约翰·威廉姆斯引发的，他上周五表示，他看到了进一步“短期调整”的空间，扭转了联邦公开市场委员会会议纪要后的鹰派基调，这让市场感到惊讶。

Dollar Soft as Fed Doves Lift Cut Odds to 75%; Yen Slumps Again.Dollar is trading on the back foot today as markets add to bets on a December Fed rate cut, extending the repricing that began late last week. The shift was triggered by New York Fed President John Williams, who surprised markets last Friday by saying he sees room for a further “near-term adjustment,” reversing the hawkish tone embedded after the FOMC minutes.

美联储的沃勒支持12月的降息，称1月取决于数据洪流。美联储理事克里斯托弗·沃勒明确表示支持12月降息，他表示，自上次联邦公开市场委员会会议以来，大多数私营部门和轶事数据显示经济状况几乎没有改善。他指出，劳动力市场“疲软”且“持续走弱”，预计通胀将有所缓解，为下个月再次降息创造了合适的环境。

Fed's Waller backs December cut, says January depends on data flood.Fed Governor Christopher Waller signaled clear support for a December rate cut, saying most private-sector and anecdotal data since the last FOMC meeting show little improvement in economic conditions. He noted that the labor market “is soft” and “continuing to weaken,” with inflation expected to ease, creating an environment where another cut next month is appropriate.

美联储的沃勒：在12月会议上倡导降息。美联储的沃勒：在12月会议上倡导降息

Fed's Waller: Advocating for rate cut at December meeting.Fed's Waller: Advocating for rate cut at December meeting

油价新闻：为什么55美元可能是WTI的下一个目标。WTI仍面临强劲的下行压力，因为陆上库存增加、美国和平进程的势头以及看跌的COT头寸与页岩4.0供应的持续增长相一致，预示着价格将大幅下跌至50美元。

Oil Price News: Why $55 Could Be the Next Target for WTI.WTI remains under strong downward pressure as rising onshore inventories, momentum in the US peace process, and bearish COT positioning align with sustained Shale 4.0 supply growth to signal a sharp decline towards $50.