Group 1 - The U.S. stock market saw a collective slight increase, with the S&P 500 and Dow Jones indices reaching historical highs, closing at 69.77.27 and 49,590.20 respectively [4][20] - Major Chinese concept stocks mostly rose, with the Nasdaq Golden Dragon China Index increasing by 4.26%, and Alibaba rising over 10% [4][20] - Concerns over the independence of the Federal Reserve were reignited as the U.S. Department of Justice threatened to file criminal charges against Chairman Jerome Powell, leading to a general rise in metal prices, including gold and silver reaching record highs [4][20] Group 2 - President Trump announced a 25% tariff on any country conducting business with Iran, effective immediately, which could impact global trade dynamics [5][21] - Trump is expected to interview Rick Riedel for the position of Federal Reserve Chairman, indicating a potential shift in monetary policy direction [7][23] - A coalition of former U.S. financial officials criticized the Trump administration's criminal investigation into Powell, emphasizing the importance of the Fed's independence for economic stability [8][24] Group 3 - Precious metals prices surged to new historical highs, driven by concerns over Powell's potential criminal investigation, which undermines the Fed's independence and creates uncertainty in monetary policy [10][26] - Analysts suggest that the weakening of the Fed's independence could lead to a decline in confidence in the U.S. dollar, indirectly boosting precious metal prices [10][26] - The upcoming appointment of a new Fed Chairman may significantly influence future monetary policy and the Fed's independence [10][26] Group 4 - The outlook for precious metals is supported by expectations of monetary easing, which could lower U.S. Treasury yields and market interest rates, enhancing gold's investment appeal [11][27] - The potential for a new Fed Chairman to adopt a more dovish stance could further influence market expectations and precious metal prices [12][28] - Analysts are monitoring key signals, including the new Fed Chairman's policy stance and upcoming U.S. elections, which could impact precious metal markets [12][28] Group 5 - The recent surge in tin prices is attributed to positive macroeconomic sentiment and increased speculative buying, with expectations of sustained high prices due to tight supply conditions [14][30] - Tin is viewed as a "strategic metal" linked to the growth of semiconductor sales and electric vehicle penetration, indicating strong future demand [14][30] - Analysts predict that 2026 will mark a transition from tight to loose supply for tin concentrate, necessitating close attention to supply changes in the second quarter [15][31]
突发!特朗普:对伊朗贸易伙伴征收25%关税!鲍威尔“遭查”引爆金属市场 十余名美前财经要员联名批评并警告
Xin Lang Cai Jing·2026-01-13 00:25