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外汇交易员· 2025-09-18 00:58
Industry Capacity Adjustment - China's domestic polysilicon effective capacity is projected to decrease to approximately 240 million tons per year, a 164% decrease compared to the end of 2024 [1] - The polysilicon supply and demand pattern is expected to improve substantially with the strict implementation of new energy consumption standards [1] Regulatory Environment - The draft standard released this week is currently open for public comment and is expected to be implemented within 12 months [1]
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外汇交易员· 2025-09-17 23:19
Monetary Policy - Federal Reserve Chairman Powell indicated a 25 basis point rate cut was a more appropriate choice given downside risks to employment, describing it as "risk management" [1] - The Federal Reserve emphasized the importance of future non-farm payroll data while acknowledging the pressure of economic slowdown [1] Economic Factors - Tariffs are causing commodity prices to rise, but the Federal Reserve expects this to be a one-time event and aims to ensure it remains so [1]
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外汇交易员· 2025-09-17 23:15
美联储如期降息25个基点至4.00%-4.25%，时隔9个月以来首次降息。美联储表示，近期劳动力市场的疲软超过了通胀反弹带来的压力，将在今年剩余时间里稳步降低借贷成本。决议投票比例为11:1，新上任的米兰（特朗普经济顾问）投下反对票，他主张降息50基点。美联储点阵图中位数呈现出相当分散的局面，美联储预计年内还将降息两次，较6月的降息预期多一次。19位官员中有9位官员预计今年还将降息两次，有2位预计还将降息一次，有6位预计年内不再降息，有1位预计年内加息一次，有1位预计年内至少有两次50个基点或以上的降息。在委员们权衡降息利弊之际，鲍威尔倾向认为通胀风险或许更容易应对，美联储应该容忍更多的通胀风险，以避免劳动力市场出现更深层次的裂痕。外汇交易员 (@myfxtrader):美联储宣布降息25个基点，符合预期。但不符合特朗普的预期。 ...
