洛根表示，她支持联邦公开市场委员会（FOMC）本月早些时候降低利率25个基点的决定。她说，此举 将为劳动力市场的下行风险提供保障。 但她也警告说，通胀已超过美联储2%的目标长达四年多，这可能使长期的物价预期面临"脱锚"风险， 而且企业和消费者的需求仍然具有韧性。她说，"对FOMC来说，信守其实现2%通胀的承诺至关重要， 实现这一目标将需要仔细校准政策立场。" "放下铅笔" 洛根周二在该行一场活动的准备讲稿中说，"持续的通胀、有韧性的需求和劳动力市场温和的闲置状 况，向我表明政策可能只是温和的限制性的，可能几乎没有多少空间来进行额外的降息了。" 美联储上月的降息是自去年12月以来的首次降息，因为决策者们今年在评估关税和其他政策将如何影响 经济。 这位达拉斯联储主席表示，她不确信通胀正朝着完全回到2%目标的方向发展，并且有证据表明关税并 非推动物价加速的唯一因素。她说，非住房服务业的通胀可能会使整体指标比2%的目标高出30或40个 基点。 达拉斯联储主席洛根表示，在通胀仍高于目标且劳动力市场相对平衡的情况下，决策者在考虑进一步降 息时应保持谨慎。 服务业通胀的回升已引起其他美联储官员的警觉。尽管美联储19位决策者 ...

美国总统特朗普表示，政府关门可能会带来"很多好处"，并威胁称，如果国会不能在午夜的拨款最后期 限前满足要求，他将罢免联邦工作人员并取消民主党人青睐的项目。 特朗普周二在椭圆形办公室告诉记者，"我们可以摆脱很多我们不想要的东西，而那些东西都是民主党 的东西，他们就是学不乖。所以我们别无选择。我必须为了这个国家这样做。" 特朗普的言论很可能加剧与民主党人的紧张关系。这场关于支出的僵局将使许多美国政府部门近七年来 首次陷入瘫痪，导致为美国人提供的服务暂停，联邦工作人员也领不到薪水。 由于此前参议院共和党与民主党相互否决了对方的拨款提案，且共和党内部分歧及民主党左翼施压，任 何协议都可能需待午夜零点零一分停摆开始后才能达成，美国政府关门几乎已成定局。美国联邦政府将 于当地时间周三凌晨（北京时间中午12点）关门。 此次关门将使美国步入未知领域，周二早些时候，特朗普曾暗示，如果联邦资金耗尽，可能会有"大 量"联邦工作人员被解雇。白宫上周已指示各机构，如果政府关门，需制定大规模解雇的计划。到目前 为止，尚无机构在其关门计划中明确要求解雇。 无党派的国会预算办公室估计，即使特朗普不进行永久性解雇，也可能有多达75万名联邦工作 ...

女声普通话版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 美国劳工部：若政府出现停摆，将暂停发布每周失业救济金申请报告 旨在避免美国政府停摆的民主党拨款法案未在参议院通过 美联储古尔斯比：不希望基于当前通胀是暂时性的预期而提前降息 欧佩克驳斥有关即将召开会议的误导性媒体报道 OpenAI宣布推出音视频生成模型Sora 2 国家统计局：9月份中国制造业采购经理指数为49.8% 央行：10月9日将开展11000亿元买断式逆回购操作，期限为3个月 市场盘点 周二，因美国劳动力数据不及预期及政府关门风险加剧，美元指数延续下行，盘中一度跌至97.63的日内低点，最终收跌0.12%，报97.82。基准的10年期美 债收益率收报4.152%，对美联储政策利率敏感的2年期美债收益率收报3.617%。 现货黄金日内上演V型走势，其在欧盘前一度将历史新高刷新至3870美元上方，但随后迅速回落下杀超70美元，美盘时段多头再度发力，收复全部失地并重 返历史新高附近，最终收涨0.64%，收报3858.23美元/盎司；现货白银盘中一度冲上47美元，但未能站稳在此处上方，最终收跌0.59%，报 ...

Core Insights - Citigroup has raised its gold and silver price targets for the next three months to $4,000 and $55 per ounce respectively, reflecting a significant increase in silver's relative value potential [2] - Silver has surged 60% since 2025, outperforming gold by approximately 15 percentage points, indicating a higher beta coefficient for silver, which suggests greater volatility compared to the overall market [2] - Structural factors driving the price increases include concerns over U.S. debt, the sustainability of the dollar's reserve currency status, and the independence of the Federal Reserve [3] Group 1 - The report by Maximilian J. Layton analyzes the structural and cyclical factors behind the rising prices of gold and silver, highlighting concerns over global economic growth and the U.S. labor market [3] - Layton's team anticipates that the physical gold market will respond to high prices, but factors like declining jewelry demand and increased scrap metal supply will take time to affect futures prices [3] - Citigroup suggests that if concerns about economic growth, inflation, and tariffs ease by 2026, investors may shift from gold and silver to copper and aluminum markets [3] Group 2 - The potential dismissal of Federal Reserve Governor Lisa Cook could lead to a more accommodative monetary policy, while a ruling against tariff policies could widen the U.S. fiscal deficit, both of which may further stimulate gold demand [4] - On Tuesday, spot gold reached a historical high of over $3,870 per ounce before retreating, but later recovered to erase all intraday losses [5]

Core Viewpoint - OPEC+ is considering accelerating its production increase plan to regain market share, with a proposal to increase output by approximately 500,000 barrels per day over three months [2][3] Group 1: Production Plans - An anonymous OPEC+ representative revealed discussions about accelerating the latest production increase plan, proposing an increase of about 500,000 barrels per day each month for three months [2] - The upcoming OPEC+ meeting on October 5 will address how to release the remaining production capacity of 1.66 million barrels per day [2] - Earlier this month, OPEC+ announced a new production increase of only about 137,000 barrels per day, raising questions about when the remaining capacity will be released [2] Group 2: Market Dynamics - The International Energy Agency (IEA) indicated that the global oil market may face a record supply-demand surplus next year, with new production potentially exacerbating this pressure [2] - Traders are particularly focused on China's significant oil purchases to fill its strategic reserves, despite the anticipated oversupply [2] Group 3: Geopolitical Factors - Saudi Arabia is seeking to reclaim global market share lost to competitors like U.S. shale oil producers [3] - Saudi Crown Prince Mohammed bin Salman is scheduled to meet with U.S. President Trump before November, amid calls for lower oil prices [4] - Recent comments from analysts suggest that the resumption of oil exports from Iraq's Kurdistan region and OPEC+'s potential increase in production are contributing to downward pressure on oil prices [6]

Core Insights - Despite record high gold and silver prices, India's gold and silver imports nearly doubled in September compared to August, driven by banks and jewelers stockpiling ahead of the festive season and potential import tax hikes [2][3] Group 1: Import Trends - India, as the world's second-largest consumer of precious metals, is experiencing a surge in imports, which is expected to support the record gold prices this week [3] - In August, India imported 64.17 tons of gold at a cost of $5.4 billion and 410.8 tons of silver at a cost of $45.16 million [3] Group 2: Market Dynamics - The Indian government is set to release September trade data in mid-October, with gold futures reaching a historic high of ₹116,900 per 10 grams and silver futures climbing to ₹144,330 per kilogram [4] - Jewelers have been waiting for a price correction but are now compelled to pay premiums for stockpiling due to rising prices and the approaching festive season [4][5] Group 3: Pricing and Demand - Current trading shows gold prices in India are quoted at a premium of up to $8 per ounce over the official domestic price, including 6% import tax and 3% sales tax [6] - Strong physical buying in India is surprising the market, especially as demand in other Asian countries remains subdued [6]

Group 1 - Peter Schiff expresses concern over Eric Trump's comments regarding the Federal Reserve potentially restarting quantitative easing, suggesting it reflects the White House's view on the U.S. economy [1] - Schiff believes Eric's statements indicate awareness of the U.S. economy's underlying weaknesses and the significant risk of rising inflation [1] - Eric Trump predicts Bitcoin's price could rise to $1 million due to quantitative easing and seasonal strength in the cryptocurrency market [1] Group 2 - Eric Trump previously stated that he believes Bitcoin's price could surge, contrasting with market predictions that suggest it will likely remain below $107,000 this month [2]

港交所文件显示：9月24日，贝莱德集团对 美的集团 H股的多头持仓比例从4.23%升至5.55%。 ...

黄金价格突破新高，反映出宏观面多重压力叠加——美国政府停摆风险、持续的地缘政治摩擦，以及美联储独立性面临的威胁。 周二，由于投资者担心美国政府可能关门导致美元走弱，贵金属价格飙升。现货黄金一度将历史新高刷新至3870美元左右，随后因投资者获利了结持续下 挫，回落至3800美元/盎司下方，较日高低70美元以上，日内跌近1%。 隔夜特朗普与国会民主党领袖会面，但未就临时拨款法案达成共识。投资者担忧政府资金断裂可能导致非农就业报告乃至消费者价格指数（CPI）延迟发 布，避险需求因此上升。美国国债价格在周一的买盘推动后保持坚挺，与此同时美元走软。 Fxstreet分析师Jasper Osita表示，尽管基本面依然支撑金价，但技术指标却呈现出不同的景象。黄金走势依然看涨，但4小时RSI指标显示看跌背离，表明在 过去10天上涨超过5%、过去五周上涨超过15%之后，黄金上涨趋势可能正在减弱。 尽管如此，从4小时图来看，金价在3825-3835美元区间形成了公允价值缺口，目前该缺口有望成为进一步上涨的潜在跳板。如果金价回落至该区域并找到支 撑，买家可能会坚定地再次入场。 反之，若此处未能吸引强劲买家，金价将面临回调的风险。 ...

Core Points - The article discusses President Trump's ultimatum to Hamas, demanding the release of hostages and acceptance of a peace plan within 72 hours, or face severe consequences from Israel [2][3] - Trump's peace plan aims to end the ongoing conflict and has garnered support from several Arab nations, although it lacks a clear path to a two-state solution [4][6] - The plan includes the establishment of a "Board of Peace" to oversee governance in Gaza, with humanitarian aid and a potential withdrawal of Israeli forces, contingent on Hamas disarming [3][4] Group 1 - Trump's ultimatum to Hamas includes a 72-hour deadline to agree to a peace plan, or Israel will take decisive action against Hamas [2][3] - The peace plan was announced jointly with Israeli Prime Minister Netanyahu, indicating U.S. support for Israel's military actions if Hamas does not comply [3] - The plan proposes a temporary governance structure in Gaza, with humanitarian aid and a phased withdrawal of Israeli troops, contingent on Hamas disarming and relinquishing leadership [3][4] Group 2 - Several Arab foreign ministers expressed support for the U.S. efforts, calling for a complete Israeli withdrawal from Gaza and the resumption of peace talks [4][6] - The plan does not explicitly mention a two-state solution but acknowledges the aspirations of the Palestinian people for self-determination [4][6] - Analysts note that the plan faces significant challenges, including Hamas's reluctance to disarm and the lack of a clear path for Palestinian governance post-conflict [5][6]