Group 1 - The Federal Reserve's upcoming interest rate decision is a focal point for financial markets, with expectations that rates will remain unchanged in the May meeting, while a potential rate cut may occur in June [1] - Analysts highlight that the Fed's signals regarding possible rate cuts later this year due to tariffs will be crucial, as they need to balance economic support with concerns over tariff-induced inflation [1] - Recent public criticism from President Trump towards Fed Chair Powell reflects the government's strong desire for rate cuts, raising concerns about the independence of the Fed [1] Group 2 - Michael Gibson, the director of the Fed's regulatory department, is set to leave at the end of the year, which may lead to a more lenient regulatory environment under the incoming vice chair nominee, Michelle Bowman [2] - The Bank of England is also preparing for a meeting, with caution advised due to persistent inflation and economic stagnation, while U.S. tariff policies could impact global demand and subsequently UK inflation [2] - Emerging markets are particularly sensitive to changes in U.S. trade policies, with recent rate cuts by the Reserve Bank of India and the Reserve Bank of New Zealand indicating a shift towards prioritizing economic growth over inflation concerns [2] Group 3 - Global central banks continue to show strong interest in gold purchases, with the World Gold Council reporting a total global gold demand of 1,206 tons in Q1 2025, marking a 1% year-on-year increase [3] - Central banks net purchased 244 tons of gold in Q1 2025, a decrease of 21% year-on-year, yet still in line with the average levels of the past three years, indicating sustained demand [3]
美联储重磅决议,即将发布!
证券时报·2025-05-04 08:42