纽约联储主席威廉姆斯表示，美联储即将召开的政策会议将是"实时"会议，暗示可能进行利率调整，但 未明确表示他将支持何种行动方案。威廉姆斯周三接受CNBC采访时表示："从我的角度来看，我绝对 认为每次会议都是实时的。"他提到美联储实现最大就业和物价稳定的双重使命时称："我们正在使风险 更加平衡。"在美联储主席杰鲍威尔上周五表示"就业下行风险正在上升"且"风险平衡的变化可能需要我 们调整政策立场"后，投资者押注美联储将在9月会议上降息。威廉姆斯表示，当前利率水平处于"适度 限制性"状态，这意味着美联储可以"降低利率，同时在未来保持一定限制性，但我们需要准确判断经济 状况。" 来源：滚动播报 ...

来源：智昇财论 黄金方面：隔夜黄金小幅上涨，但走势较为疲弱，不排除市场已经消化完降息预期的可能。9月降息已成定局，但降幅可能不及市场预期。 纽约联储主席威廉姆斯表示，中性利率持续处于低位的时代并未结束。里士满联储主席巴尔金也表示，鉴于经济活动温和，支持小幅调整利率。 最新议息会议纪要显示，美联储官员认为，基准利率维持在4.25%至4.50%是适当的。高度一致的观点凸显了决策者们对利率水平的认同。 智昇研究市场策略师鹏程认为，9月降息50个基点概率不大，快速降息会增加市场对美国经济的忧虑，同时会提高市场对美联储独立性的质疑。 技术面：黄金日线收带长下影的小阳线，上涨动能一般。4小时周期价格临近前期高点，且有超买迹象，不排除短线回调的可能。日内可关注上方 3400美元一线的压力。 预计今年剩余时间全球原油需求增速将放缓至日均65万桶，低于一季度日均99万桶的增速。预计今年全球原油需求增长平均增速为日均74万桶。 但供应端还在持续增加，供需矛盾进一步激化，今年全球原油供应增长为日均160万桶，较上月预测上调了日均近40万桶。 技术面：原油日线连续收小阴小阳线，上攻明显乏力，冲击长期均线失败，中期反弹可能已结束。1小 ...

摘要北京时间周三（8月27日）亚市盘中，美元指数交投于98.30附近，现货黄金开盘于3392.39美元/盎 司，目前交投于3387.13美元/盎司附近，黄金t+d交投于779.15元/克附近，沪金主力交投于782.38元/克附 近。 北京时间周三（8月27日）亚市盘中，美元指数交投于98.30附近，现货黄金开盘于3392.39美元/盎司， 目前交投于3387.13美元/盎司附近，黄金t+d交投于779.15元/克附近，沪金主力交投于782.38元/克附近。 上一交易日美元指数收涨0.54%，报98.24，现货黄金收涨0.81%，报3393.25美元/盎司。在现货黄金上涨 之际，其他贵金属纷纷上涨：现货白银收涨0.08%，报38.58美元/盎司；现货铂金收涨0.62%，报1349.00 美元/盎司；现货钯金收涨0.52%，至1100.60美元/盎司。 【最新数据一览】 8月26日COMEX黄金库存1199.93吨，较前一交易日增加0.46吨；COMEX白银库存15824.79吨，较前一 交易日减少0.15吨。 8月26日SPDR黄金ETF持仓959.92吨，较前一个交易日增加了1.43吨；SLV白银ETF持仓1 ...

关于降息，美国总统特朗普又表态。特朗普26日表示，很快将在美联储获得多数席位，利率必须下降以应对住房成本。 美股尾盘拉升 周二美股低开高走，三大指数均小幅收涨。纳指涨0.44%，标普500指数涨0.41%，道指涨0.3%。 8月26日，美股尾盘集体拉升。苹果公司，传来大消息。 特朗普还称，可能会让白宫经济顾问委员会主席米兰转任美联储其他长期职位。此前，特朗普提名斯蒂芬·米兰担任美联储理事。 而在谈及美联储主席鲍威尔时，特朗普表示，幸运的是鲍威尔很快就离开了。此外，特朗普说很快将在美联储获得多数席位，利率必须下降以应对住房成 本。 大型科技股多数上涨，特斯拉、英伟达涨超1%，苹果、奈飞、亚马逊、Meta小幅上涨。 据媒体报道，苹果公司计划于太平洋时间9月9日上午10点举行大型秋季产品发布会，预计将推出iPhone 17系列。 热门中概股多数上涨，纳斯达克中国金龙指数收涨0.72%。禾赛涨逾14%，蔚来涨10%，小鹏汽车涨超5%，理想汽车涨近3%。 特朗普，大消息 美国有线电视新闻网报道称，特朗普与美联储的斗争"显著升级"。 当地时间8月26日，美联储理事丽萨·库克的律师阿贝·洛厄尔宣布，将对特朗普解雇库克的行为 ...

而在谈及美联储主席鲍威尔时，特朗普表示，幸运的是鲍威尔很快就离开了。此外，特朗普说很快将在 美联储获得多数席位，利率必须下降以应对住房成本。 美国总统特朗普25日以涉嫌住房抵押贷款欺诈为由解雇美联储理事莉萨·库克。这一被媒体称为"史无前 例"的做法引发争议，库克回应称特朗普无权解雇她，将继续履职。美联储理事莉萨·库克的律师阿贝·洛 厄尔26日宣布，将对特朗普解雇库克的行为提起诉讼。 （文章来源：央视新闻） 当地时间26日，美国总统特朗普在谈及美联储时称，需要100%光明磊落的人。对于美联储理事莉萨·库 克，特朗普称已准备好进行法律斗争，心中已有接替库克的合适人选。 特朗普还称，可能会让白宫经济顾问委员会主席米兰转任美联储其他长期职位。此前，特朗普提名斯蒂 芬·米兰担任美联储理事。 ...

来源：滚动播报 美联储巴尔金：我预测利率将温和调整。 ...

U.S. stock futures fell on Tuesday following Monday’s lower close. Futures of major benchmark indices were lower.The decline followed President Donald Trump‘s firing of Lisa Cook, a member of the Federal Reserve Board of Governors, on Monday. Cook was removed from her position, citing what Trump referred to as "deceitful and potentially criminal conduct" based on a "criminal referral" from William J. Pulte, director of the Federal Housing Finance Agency, to U.S. Attorney General Pamela Bondi earlier this mo ...

Market Overview - The tech sector experienced a significant decline, with the Nasdaq Composite dropping by 2.5% and the S&P 500 by 1.2% due to profit-taking and high valuations concerns [1] - Federal Reserve Chairman Jerome Powell's remarks on potential interest rate cuts led to a recovery in major indices, with the S&P 500 and Dow Jones Industrial Average ending the week higher, the latter reaching an all-time high [3] Company-Specific Insights - Palantir's stock reached a record high of $190 following strong Q2 earnings, but an overheated P/E ratio of 193 caused investor retreat [2] - Nvidia is expected to report significant year-over-year growth in Q2, with EPS projected to rise by 47% and revenue by 53%, driven by demand for their Blackwell Ultra chip [4] - Concerns regarding Nvidia's revenue from China have emerged, with potential exclusion of direct revenue due to pending license approvals and evolving export controls [5] Retail Sector Performance - TJX Companies reported better-than-expected Q2 results, benefiting from lower tariff exposure and value-seeking consumers [6] - Ross Stores also exceeded EPS expectations and provided positive guidance for Q3 [7] - Specialty and apparel retailers face challenges, with Citi downgrading Abercrombie & Fitch, Gap, and Urban Outfitters due to tariff risks and inventory management issues [9] Upcoming Earnings - A total of 1,383 companies are set to report earnings next week, with 79% of companies in the universe having reported thus far [10] - The next earnings season will begin on October 14, featuring major banks like JPMorgan, Citigroup, and Wells Fargo [10]

Key Takeaways Powell hinted at a September rate cut, boosting equities and shifting Fed policy outlook.JPMorgan raised 2025 NII guidance to $95.5B, highlighting loan and deposit growth.Rate cuts may lift JPMorgan's IB, trading and wealth fees, offsetting NII pressure.On Friday, during his speech at Jackson Hole, Federal Reserve Chair Jerome Powell signaled that a rate cut could come as early as September, citing rising risks in the labor market and easing inflation pressures. This marks a shift from the Fed ...

Citizens & Northern (CZNC) shares ended the last trading session 5.2% higher at $20.49. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 1.6% gain over the past four weeks.On Friday, during his speech at Jackson Hole, Federal Reserve Chair Jerome Powell signaled that a rate cut could come as early as September, citing rising risks in the labor market and easing inflation pressures. This marks a shift from the Fed’s ...