日本央行未出现在表态支持美联储主席杰罗姆・鲍威尔的央行名单中，这一情况既反映出日央行对政治 事务的回避态度，也体现出日本政府因国内提前大选在即，不愿与美国产生分歧的考量。 两名政府消息人士透露，鉴于此事的敏感性，日本央行曾非正式地向政府咨询是否签署这份联合声明， 但相关官员未能在声明发布前给出同意的答复。 "我们无法立刻表态同意，部分原因与日美关系有关。" 其中一名消息人士因事涉敏感，在匿名条件下 做出上述表态。 日本央行发言人拒绝就此置评。日本政府首席发言人木内稔同样不予回应，他在周三表示，此事归央行 管辖范畴。 此前一天（周二），特朗普政府威胁要以刑事罪名起诉鲍威尔，引发全球多国央行担忧此举会危及各国 央行的独立性。为此，多国央行行长罕见联合发表声明，与鲍威尔统一立场。 尽管日本央行行长植田和男一再强调央行独立性的重要性，但对于美国总统唐纳德・特朗普针对美联储 的抨击，他始终避而不谈。 分析人士指出，日本央行决定不签署该声明，与其长期以来不就具争议性的政治议题发表评论的惯例一 脉相承，这一惯例的形成，很可能源于日本货币政策曾长期受到政治干预的历史背景。 不过也有部分分析人士认为，这一决定或也反映出日本央行 ...

来源：张志专栏 隔夜消息面上，美国劳工统计局公布的数据显示，剔除波动较大的食品和能源类别后，12月核心CPI环比增长0.2%，经济学家共识预期为增长0.3%。12月核 心CPI同比增长2.6%，持平11月所创的2021年3月以来最低水平，经济学家预期增长2.7% 虽然美国通胀没有增长，但12月CPI报告不太可能改变美联储的观望姿态，因为联储官员们可能希望看到更多通胀趋于平稳并随后下降的证据后才会降息。 数据公布后，美国总统特朗普称美国的通胀率非常低，这让行动迟缓的鲍威尔有机会"给我们带来一次漂亮的大幅降息"。不过芝商所（CME）数据显示， 期货市场预计，1月27-28日美联储货币政策会议维持利率不变的概率略超过97%，高于一天前的95.6%，显然市场并不买账。 全球最大黄金ETF—SPDR Gold Trust持仓报告显示，该结构昨日增持黄金3.43吨，总持仓来到了1074.23吨。 从走势上来看，黄金每天一个新高，重心不断上移，这种情况下，我们也没有理由去摸顶，还是要顺着趋势继续多为主。 目前需要关注的是昨天震荡平台是否跌破，这里如果下破会形成短期的调整行情，出现多杀多的局面，获利盘急速抛售兑现利润，让高位 ...

Core Viewpoint - The article discusses the escalating conflict over U.S. monetary policy authority, triggered by a U.S. Department of Justice investigation into the Federal Reserve, which may lead to criminal charges, thereby straining the relationship between the White House and the Federal Reserve [3]. Group 1: Global Central Bank Response - Nine central bank governors issued a rare joint statement supporting Federal Reserve Chairman Jerome Powell, emphasizing their alignment with his commitment to public duty and professional integrity [3]. - The statement highlights the importance of central bank independence as a key pillar for price stability, financial security, and overall economic order, warning that any erosion of this principle would harm long-term societal interests [3][4]. Group 2: Context and Implications - The controversy originated from Powell's testimony regarding the cost of the Federal Reserve's headquarters renovation, which initially seemed like a technical issue but escalated with the Justice Department's involvement [4]. - Powell indicated that the criminal threat is being used as a political tool to undermine the Federal Reserve's professional judgment on interest rate policy [4]. - The tension between the Federal Reserve and the White House has historical roots, with past criticisms from President Trump regarding the Fed's interest rate decisions, raising concerns about the potential impact on inflation control and market perceptions of U.S. Treasury risk [4]. Group 3: International Perspective - The joint statement included central bank leaders from major economies as well as those from Sweden, Denmark, Switzerland, Australia, Canada, South Korea, and Brazil, indicating a broad international concern regarding the issue [4]. - The absence of the Bank of Japan from the joint statement has led to various interpretations in the market, suggesting that the ongoing debate over central bank independence and political boundaries could have significant implications for global financial governance [5].

Core Viewpoint - The article discusses a significant threat to the independence of the Federal Reserve, as it faces a criminal investigation from the U.S. Department of Justice, which has sparked a global response from major central banks emphasizing the importance of central bank independence in maintaining economic stability [1][2]. Group 1: Central Bank Independence - The investigation into Federal Reserve Chairman Jerome Powell is centered around alleged false statements made to Congress regarding office renovation costs, raising concerns about political interference in monetary policy [2][5]. - A joint statement from nine major central banks highlights that the independence of central banks is crucial for price stability and economic stability, warning against political pressures that could undermine this independence [2][5]. Group 2: Global Central Bank Concerns - The urgency of the collective statement from central bank leaders stems from fears of a "trust contagion," where the loss of the Federal Reserve's independence could lead to similar political pressures on other central banks globally [5][6]. - The potential for U.S. inflation to spiral out of control due to political pressures on the Federal Reserve is a significant concern, as it could have severe repercussions for other economies [5][6]. Group 3: Powell's Dilemma and Dollar Credibility - Powell's situation is precarious, as he faces the choice between yielding to political pressure or maintaining independence at the cost of personal and institutional credibility [7][8]. - The investigation could undermine global investor confidence in U.S. Treasury securities, as it raises questions about the stability of the U.S. financial system and the rule of law [7][8]. Group 4: Implications for Global Financial Order - The investigation, regardless of its outcome, has already injected a "toxin of fear" into the independence of central banks, potentially destabilizing the global economic order [10][12]. - The collective statement from central banks serves as both a defensive measure and a warning against political interference, emphasizing the need for professional and independent monetary policy [6][10].

当地时间1月13日，摩根大通首席执行官杰米.戴蒙(Jamie Dimon)在公司发布第四季度业绩后，公开为美 联储及其独立性辩护。此前美联储主席鲍威尔被披露正受到美国司法部调查，引发美国政界、金融界乃 至全球央行体系的广泛关注。 戴蒙的言论很快遭到特朗普的公开回击。13日晚些时候，特朗普称戴蒙"错了"，并表示自己"所做的事 情没有问题"。特朗普还暗示，戴蒙或许是希望更高的利率，以便让银行获得更多利润。 近期鲍威尔披露，他已收到美国司法部发出的大陪审团传票，与其去年夏天就美联储总部大楼翻修项目 作证有关，正面临被刑事起诉的可能性。他对此作出了罕见而直接的回应，表示自己正因拒绝按照总统 希望的幅度降息而遭到"迫害"。多位曾在民主党和共和党政府任职的前官员也发表声明称，此次调查 是"一次前所未有的、试图通过检察手段削弱央行独立性的行为"。 国际层面，欧洲央行行长及其来自英国、瑞典、丹麦、瑞士、澳大利亚、加拿大、韩国和巴西央行的同 行于周二(1月13日)发表联合声明，公开支持鲍威尔。国际清算银行负责人也在署名者之列。声明指 出："央行独立性是价格稳定、金融稳定和经济稳定的基石，符合我们所服务公民的利益。" "任何削弱 ...

指控听起来有点技术性，是说他在去年6月，关于美联储总部大楼翻修费用的国会听证中，可能"作了伪 证"。 但鲍威尔立刻就明白了，他在随后发布的视频声明里直接捅破了窗户纸：这就是个"借口"，真正的矛头， 是指向他死活不肯加速的降息按钮。 消息像一颗炸弹，扔进了看似平静的全球金融池塘。水面下的暗流，其实已经汹涌了好一阵子。特朗普在 2025年重回白宫后，对美联储的"火力"就没停过。 2026年1月9日晚上，美联储主席杰罗姆·鲍威尔收到了一封来自美国司法部的传票。这可不是普通的公务函 件，它意味着，这位全球最有影响力的央行行长，正式成为了美国联邦刑事调查的对象。 他觉得利率太高了，妨碍了他的经济增长大计，公开骂过鲍威尔好几回，甚至威胁要把他撤了。 动作也是实实在在的，先是把一位支持鲍威尔的美联储理事丽莎·库克给免了职，又把自己在白宫的经济顾 问斯蒂芬·米兰塞进了美联储理事会。 可鲍威尔呢，就像头倔牛，带着他的同事们，还是看着经济数据一点点地调利率，离特朗普想要的"大水 漫灌"差得老远。这封刑事传票，被很多人看作是"图穷匕见"的一招。 政治压力要搞垮央行独立性？这戏码要是放在别的国家，可能也就围观一下。但这次，全世界主要 ...

这些央行行长在联合声明中表示："央行独立性服务于公众利益，是价格稳定、金融稳定的基础。在遵 循法律和民主程序的前提下，维护这一独立性至关重要。" 声明由欧洲央行、英国央行、瑞典央行、丹麦国家银行、瑞士国家银行、澳洲联储、加拿大央行、韩国 央行、巴西央行、国际清算银行及挪威央行负责人共同签署。 这一协同回应反映国际社会对货币政策自主权受到影响的担忧。此类集体行动以往多见于全球金融危机 或公共卫生事件等紧急状态，此次针对特定央行官员的支持行动较为罕见。 Bloomberg欧元区首席经济学家西蒙娜·戴尔·基艾指出："各国央行一致发声的情况极少发生。传递的信 息十分明确：这不仅关乎个人，更关乎维护美联储的独立性——这是可信货币政策的基石。" 美联储收到司法部门的大陪审团传票，面临刑事起诉的可能。鲍威尔表示，这一行动与他去年就美联储 总部翻修事宜在国会所作证词有关。他认为此事应置于政府持续施压的背景中看待。 鲍威尔在声明中表示："刑事指控的威胁，源于美联储根据公共利益设定利率，而非遵循行政当局偏 好。" IESE商学院经济学教授、前欧洲央行官员何塞·曼努埃尔·冈萨雷斯-帕拉莫分析，当前情况"不仅是对鲍 威尔的挑战，也针 ...

智通财经APP获悉，在特朗普政府对美联储施加空前压力后，全球主要央行行长纷纷表态支持美联储主 席鲍威尔。面对美国货币当局可能面临刑事指控的威胁，包括欧洲央行、英国央行和加拿大央行在内的 央行负责人表示，他们与美联储和鲍威尔"完全团结一致"。 鲍威尔本人近日也采取了强硬立场。在美国总统特朗普数月来抱怨利率过高后，鲍威尔指责其试图夺取 货币政策的控制权。 这些央行行长在周二的一份声明中表示："央行的独立性是为了我们所服务的公民利益，是价格、金融 和经济稳定的基石。因此，在充分尊重法治和民主问责制的前提下，维护这一独立性至关重要。" 上述声明由欧洲中行行长、英国央行行长、瑞典中央银行行长、丹麦国家银行董事会主席、瑞士国家银 行管理委员会主席、澳洲联储主席、加拿大央行行长、韩国央行行长、巴西中央银行行长、国际清算银 行董事会主席、国际清算银行总经理和挪威银行行长联合发表。 这一协同回应凸显了全球范围内日益增长的担忧，即全球最重要央行的货币自主权正在被主动瓦解。此 类集体行动通常仅保留给2008年金融危机和全球疫情等紧急状况，而非用于捍卫某一位央行官员。 Bloomberg欧元区首席经济学家西蒙娜·戴尔·基艾表示，"各 ...

Market Overview - The Dow Jones Industrial Average fell by 398.21 points, a decrease of 0.80%, closing at 49,191.99 points [3][8] - The Nasdaq Composite dropped by 24.03 points, down 0.10%, ending at 23,709.87 points [3][8] - The S&P 500 index declined by 13.56 points, a decrease of 0.19%, closing at 6,963.71 points [3][8] Company Performance - JPMorgan Chase's stock fell by 4.23%, despite the company exceeding revenue and earnings expectations for Q4 [3][8] - The overall and trading revenue for JPMorgan increased, but investment banking fees declined and did not meet expectations [3][8] - Other financial stocks, including Goldman Sachs, Mastercard, and Visa, also experienced declines, making the financial sector one of the worst-performing sectors of the day [3][8] Economic Indicators - The Consumer Price Index (CPI) for December showed a month-over-month increase of 0.3%, bringing the annual rate to 2.7%, both aligning with Dow Jones predictions [5][10] - Core CPI, excluding food and energy, rose by 0.2% month-over-month and 2.6% year-over-year, which was below economists' expectations of 0.3% and 2.8% respectively [4][9] Regulatory and Political Environment - President Trump's proposals, including a one-year 10% cap on credit card interest rates, have raised concerns among investors regarding potential impacts on the banking sector [4][8] - Other proposals from Trump include restrictions on defense companies from issuing dividends or conducting stock buybacks, and preventing large institutional investors from purchasing more single-family homes [4][8] - Concerns about the independence of the Federal Reserve persist, especially in light of ongoing investigations into Fed Chair Jerome Powell [6][10]

Core Viewpoint - The Federal Reserve officials express confidence that the next chair will uphold the Fed's mission of maintaining low inflation and achieving full employment, regardless of the political pressures from President Trump [1][2][3]. Group 1: Federal Reserve Leadership - New York Fed President Williams emphasizes the importance of understanding the Fed's responsibility to the American people, stating that any new leader will recognize the significant consequences of their actions [1][4]. - St. Louis Fed President Musalem shares a similar sentiment, expecting the new chair to be committed to the dual mandate of full employment and price stability [1][4]. Group 2: Political Pressure and Independence - The Fed is currently facing unprecedented attacks from President Trump, who has criticized Chairman Powell and called for significant interest rate cuts despite inflation being above the 2% target [2][3][7]. - Powell has stated that the legal actions against the Fed are a result of its refusal to follow the President's monetary policy preferences, highlighting the tension between political influence and the Fed's independence [3][8]. - Maintaining the independence of the central bank is deemed crucial by current Fed officials and market participants to avoid short-term political pressures affecting monetary policy decisions [3][8][9]. Group 3: Potential Successors - Candidates for Powell's successor include current Fed Governor Waller, White House economic advisor Hassett, former Fed Governor Warsh, and BlackRock's head of fixed income, Reed [3][8]. - Concerns have been raised regarding Hassett and Warsh potentially aligning Fed policy too closely with the White House's preferences, which could undermine the Fed's independence [3][8].