然而上周五，特朗普表示自己"当然应该在利率问题上与任何一位美联储负责人进行沟通"。他表 示："我成就斐然，积累了巨额财富，事业非常成功，我认为我的意见应该被听取。" 打开APP，查看更多高清行情>> 【要闻速递】 在2016年特朗普首次当选总统之前，数十年来两党总统都避免公开评论美联储决策，通常也尽量避免私 下干预。经济学家普遍认为，政治独立的美联储能更有效地抑制通胀，因为它可以采取不受欢迎的措施 来压低物价，例如提高利率。 今日周一(12月15日)亚盘时段，白银期货目前交投于14506一线上方，今日开盘于14974元/千克，截至发 稿，白银期货暂报14626元/千克，下跌1.00%，最高触及15192元/千克，最低下探14237元/千克，目前来 看，白银期货盘内短线偏向震荡走势。 沪银上周五达到目标位盈利离场。目前沪银走势仍然维持震荡格局，价格跌超1%，沪银溢价为400元/ 克，沪银情绪依旧高涨。沪银达到目标位后将在高位震荡。沪银主力合约参考运行区间14000-15100。 《华尔街日报》上周五报道称，保守派智库胡佛研究所研究员、前美联储理事凯文·沃什目前是特朗普 心目中接替鲍威尔的首选人选，鲍威尔的任期将 ...

美联储哈马克：美联储本周的决策很复杂。 来源：滚动播报 ...

来源：滚动播报 美联储的古尔斯比表示：等待才是更谨慎的做法，而且不会带来太多额外的风险。 ...

格隆汇12月11日｜盈透证券分析师Steve Sosnick表示，乍一看，今天的会议并没有太多值得庆祝或焦虑 的理由。他表示："2026年的'点阵图'没有变化，未来会议的大门对降息或维持现状都保持开放。如果 没有人完全满意或完全愤怒，那么他们可能就完成了他们的工作。" ...

Live We're covering the latest news, updates, and takeaways after the Fed's decision. ...

过去数周，贝森特不断加大对地区联储主席的公开批评力度，尤其是在多位主席公开反对在12月议息会 议上进一步降息之后。特朗普总统近期也多次指责美联储降息不够积极，政府希望借降息降低抵押贷 款、汽车贷款及信用卡等融资成本，使经济获得更多支撑。 此举被视为白宫进一步尝试影响美联储内部决策的又一信号。美联储由七名位于华盛顿的理事以及遍布 全美的12家地区联储组成，其中七名理事与纽约联储主席在每次利率决议中拥有固定投票权，其余地区 主席则轮流拥有投票席位。尽管地区主席的投票轮换，他们均参与政策会议讨论，因此在政策形成中仍 具有重要影响力。地区联储主席由当地商业和社区领袖组成的董事会提名，再交由美联储理事会批准。 特朗普已任命了三名现任理事，并正试图解除理事库克的职务，若成功将获得第四席，意味着在理事会 取得多数。然而库克已向法院提起诉讼，且最高法院允许她在案件审理期间继续任职。 此外，特朗普还在考虑提名接替明年5月任期届满的主席鲍威尔的人选。他日前称"已决定人选"，但将 在明年初宣布，而外界普遍认为国家经济委员会主任凯文·哈塞特是最可能的接任者。贝森特点名的三 位地区联储主席均为近期任命：达拉斯联储的洛根曾长期在纽约联储 ...

Core Viewpoint - Gold prices experienced a brief rebound to $4,100 but ultimately settled around $4,050, influenced by a slight strengthening of the dollar and a mild increase in the metals sector [2] Group 1: Market Dynamics - The market is currently focused on the Federal Reserve's potential interest rate cuts, with a 60% probability of a 25 basis point cut next month indicated by futures markets [2] - Recent comments from New York Fed President Williams suggested signs of cooling in the labor market, which provided a temporary boost to gold prices [2] - Economic data releases, including retail sales, producer price index, and unemployment claims, are anticipated to provide clearer insights into the macroeconomic environment [2] Group 2: Gold Price Trends - Since reaching a historical high of $4,380 per ounce in late October, gold has entered a consolidation phase, maintaining an overall increase of approximately 55% year-to-date [2] - Ongoing trade uncertainties, geopolitical tensions, and concerns over fiscal conditions in certain countries continue to support safe-haven demand for gold [2] - In the short term, gold prices are expected to remain range-bound, driven by macroeconomic expectations as investors await new economic data [2]

Group 1: Bitcoin Market Dynamics - Bitcoin continues to decline, influenced by ongoing sell-offs from investors behind BlackRock, with no signs of a bottom yet [1] - Altcoins are showing resilience, with some experiencing upward movement despite Bitcoin's downturn, indicating a potential decoupling from Bitcoin's performance [1] - Current Bitcoin support levels are identified at 83,000-86,400 (daily) and 74,600-86,000 (weekly), suggesting strong resistance against further declines [1] Group 2: Ethereum Analysis - Ethereum's recent rebound is not indicative of a trend reversal, with key resistance at 3,100 and a bearish outlook due to EMA indicators [3] - Strong support levels for Ethereum are noted at 2,960-2,926 and 2,800, with a recommendation to wait for Bitcoin's stabilization before considering entry [3] Group 3: Zcash Performance - Zcash is experiencing a significant downturn, down 15%, with strong selling pressure and a potential for deeper corrections [4] - Key trading levels for Zcash include entry range of 585-590, with targets set at 565, 552, and 540, and a stop-loss at 603 [4] Group 4: Market Liquidity and Economic Indicators - The end of the current downturn is contingent on the return of liquidity, with potential catalysts including ETF inflows and Federal Reserve actions [11] - Upcoming economic data releases, such as non-farm payrolls and CPI, could influence Federal Reserve policy decisions [12] - The probability of interest rate cuts in December may rise, which could serve as a market stabilizer [13] Group 5: Long-term Market Outlook - A significant liquidity injection is necessary for a fundamental market recovery, with expectations for TGA spending and a shift from QT to QE [14] - The current high-leverage environment poses risks, with many investors potentially unable to wait for long-term recovery signals [14]

Core Insights - The longest government shutdown in U.S. history has ended, leading to a backlog of data that will be released in the coming weeks, providing critical information for the market and the Federal Reserve [1] Group 1: Data Release Schedule - The U.S. Department of Commerce and the Department of Labor have announced a timeline for the release of various economic data starting next week [1] - Key reports include the September non-farm payrolls on November 20, September real wage data on November 21, and the revised Q3 GDP on November 26 [1] - Additional reports will cover October personal income, spending, PCE price index, and the October international trade report on December 4, with the final Q3 GDP value set for December 19 [1] Group 2: Implications for the Federal Reserve - Morgan Stanley predicts that the Federal Reserve will have complete data on employment and inflation before its meeting on December 9-10 [1] - The timely release of the October and November employment reports is crucial for the Fed's decision-making process [1]

Labor Market Insights - The ADP report indicates an average job loss of 11,250 per week over the four weeks leading up to October 25, suggesting a weak labor market and contradicting the idea of stabilization [1] - There are concerns that the recent government shutdown and layoffs of federal workers may be affecting the job figures, with potential for a rebound in the coming weeks [3] - Mixed data points are emerging, including a decline in small business confidence due to falling sales and demand, which is significant as small businesses are major employers [4] Inflation and Federal Reserve Outlook - The latest Consumer Price Index (CPI) reading suggests that while inflation remains above the Federal Reserve's target, it is not worsening, leaving the Fed with a wide range of options for their December meeting [5] - The decision on whether to cut rates will depend on the balance between wage inflation and job market conditions, with upcoming official data being crucial for understanding the current economic situation [5][6]