Workflow
伦敦金短线急跌 鲍威尔证词令市场失望
Jin Tou Wang·2025-06-27 06:26

Group 1 - The core viewpoint of the news highlights the disappointment in the market following Chairman Powell's cautious testimony, which did not align with traders' expectations for dovish signals [3] - Powell reiterated the Federal Reserve's "wait-and-see" approach without providing clear guidance on potential interest rate adjustments in July, creating a policy vacuum interpreted by the forex market as long-term restrictive monetary conditions [3] - The lack of clear dovish communication has unexpectedly weakened the US dollar, indicating that market participants were prepared for more accommodative statements [3] Group 2 - Political uncertainty regarding the potential announcement of Powell's successor by President Trump as early as September adds complexity to monetary policy expectations [3] - The traditional transition period of three to four months may accelerate, fundamentally altering the dynamics of the Federal Reserve's independence and potentially impacting policy expectations before actual leadership changes [3] - The political pressure surrounding interest rate policy creates a complex environment where market expectations include the probability of political succession, posing external challenges to central bank credibility and necessitating a recalibration of policy continuity assumptions [3]