当地时间周五， 美国总统特朗普表示，如果鲍威尔辞职的话，他将会很高兴，并将选择一位有降息 意愿的人来担任美联储主席。 虽然特朗普声称会很快宣布接替鲍威尔的人选，但问题是，鲍威尔离任期结束还有11个月时 间。 哥伦比亚大学法学院教授Kathryn Judge指出，这一切都取决于这个人对特朗普有多忠诚，但我 们不知道后果会是什么，也不知道他们愿意做什么，因为这是前所未有的情景。 从历史上看，美国总统会一直等到现任美联储主席任期的最后几个月才任命继任者。有报道 称，美国总统正在考虑在9月或10月，甚至最早在今年夏天就宣布接替鲍威尔的人选，这样的 决定将比往常更早。 特朗普当天再次进行了无情的抨击，他还给美联储主席贴上了"愚蠢"的标签。"如果他想辞 职，我会非常高兴，他做得很糟糕，鲍威尔是一个固执的骡子和一个愚蠢的人。" 特朗普本周明确表示，他准备加快行动。"是的，我知道我要在三四个人中挑选谁。幸运的 是，鲍威尔很快就结束任期了，我认为他很糟糕。" 特朗普强调："如果我认为有人会把利率维持在现有水平或其他什么水平，我就不会让他们上 台。我会选一个想要降低利率的人，我有很多选择。" 与此同时，前美联储官员和经济学家警告 ...

美国总统特朗普：我希望美联储主席鲍威尔辞职。 我将让某位"希望降息"的人来担任美联储主席。 ...

美国总统特朗普没有回答有关下一任美联储主席候选人的问题。 ...

Market Movements - US stock index futures are all up, with Dow futures rising by 0.30%, S&P 500 futures up by 0.27%, and Nasdaq futures increasing by 0.31% [1] - European indices also show positive movement, with Germany's DAX up by 0.77%, UK's FTSE 100 up by 0.56%, France's CAC 40 up by 1.30%, and the Euro Stoxx 50 up by 0.93% [2][3] Commodity Prices - WTI crude oil has increased by 0.34%, priced at $65.46 per barrel, while Brent crude oil is up by 0.21%, priced at $66.83 per barrel [4] Economic Indicators - The core PCE price index for May is expected to show a month-on-month increase of 0.1%, consistent with April's figures, while the year-on-year increase is projected to rise to 2.6% from April's 2.5% [5] - Recent comments from Federal Reserve officials indicate a cautious approach towards potential interest rate cuts, with emphasis on waiting for clearer economic signals [6] Corporate News - Nike reported Q4 revenue of $11.1 billion, a 12% year-on-year decline, but exceeded market expectations of $10.72 billion. The company anticipates a smaller revenue decline in Q1 than analysts predicted [9] - Tesla's CEO Elon Musk has dismissed the head of North American and European operations amid declining sales, particularly in Europe, where sales have dropped by approximately 28% year-on-year [10] - Toyota achieved record global sales of approximately 956,000 vehicles in May, marking an 8% year-on-year increase, despite challenges from tariffs [11] - Boeing's proposed acquisition of Spirit AeroSystems is under scrutiny by the UK competition regulator, assessing potential impacts on market competition [12] - CoreWeave is attempting to acquire Core Scientific to expand its cloud computing capabilities, following a previous unsuccessful attempt [13]

Group 1 - International gold prices are currently experiencing a downward trend, with prices at $3286.31 per ounce, reflecting a decline of 1.24% [1] - The highest price reached was $3328.16 per ounce, while the lowest was $3283.49 per ounce [1] Group 2 - Federal Reserve Chairman Jerome Powell faced challenges from President Trump, who may soon nominate a new Fed chair, potentially undermining Powell's authority [2] - Trump criticized Powell during a press conference, calling him a "very ordinary person" and suggesting he has a "low IQ" [2] - Trump's derogatory remarks about Powell may indicate potential actions against him, signaling a shift in the political landscape surrounding the Federal Reserve [3] Group 3 - The analysis indicates that gold prices have shown a continuous decline, with a significant drop below the previous low of $3295, suggesting further downward movement [4] - Key support levels for gold are identified at $3277 and $3263, with a recommendation to avoid aggressive short positions unless a significant rebound occurs [4] - The overall market direction for gold remains bearish, with a focus on short positions unless a strong resistance is encountered [4]

Group 1 - The decision regarding the nomination of the next Federal Reserve Chairman is not urgent, according to White House sources, despite President Trump's potential candidates [1] - The dollar index fell by 0.7% to levels seen in early 2022, with the dollar depreciating over 10% this year [1] - Analysts suggest that the early announcement of the Fed Chairman candidate could be a factor contributing to the dollar's decline [1] Group 2 - There is a divergence in views within the Federal Reserve, with some members supporting a rate cut as early as July, contrasting with Chairman Powell's stance of maintaining current rates [2] - The concept of a "shadow Fed Chairman" has been discussed, which could indirectly influence monetary policy [2] - Market volatility indicates that even if the Fed's decision-makers focus on economic data, perceived internal disagreements can impact market reactions [2]

2025 年 06 月 27 日 铅：偏强运行 莫骁雄 投资咨询从业资格号：Z0019413 moxiaoxiong@gtht.com | | 昨日值 | 较前日变动/涨跌幅 | | 昨日值 | 较前日变动/涨跌幅 | | --- | --- | --- | --- | --- | --- | | 沪铅主力收盘价 | 17225 | 0.20% | 伦铅 3M 电子盘收 | 2031.5 | 0.97% | | （元/吨） | | | 盘（美元/吨） | | | | 沪铅主力成交量 | 52643 | -3709 | 伦铅成交量（手） | 8483 | -305 | | （手） | | | | | | | 沪铅主力持仓量 | 51182 | 2838 | 伦铅持仓量（手） | 151844 | -1129 | | （手） | | | | | | | 上海 1# 铅升贴水 | -35 | 0 | LME CASH-3M 升 | -22 | 1.5 | | （元/吨） | | | 贴水（美元/吨） | | | | PB00-PB01（元/吨） | -35 | -10 | 进口升贴水（美 | 105 | 0 | | ...

Group 1 - The White House has denied rumors of an imminent replacement for Federal Reserve Chairman Jerome Powell, stating that the decision is not urgent but the President has the authority to change his mind at any time [1] - Powell's term will end in May next year, and if a successor is announced early, it may be perceived as an attempt to establish a "shadow Fed chairman," potentially undermining the Fed's credibility as an independent institution [1] - Following the news, the dollar fell and bond yields dropped as investors reassessed the political risks and potential policy shifts facing the Federal Reserve [1] Group 2 - President Trump has been pressuring Powell for significant interest rate cuts, leading to expectations that he will appoint a more dovish new chairman [2] - Potential candidates for the position include former Fed governor Kevin Warsh, who is seen as politically savvy and has previously advised Trump against firing Powell [2] - Other candidates mentioned are Fed governor Christopher Waller, Treasury Secretary Steven Mnuchin, and White House National Economic Council Director Kevin Hassett [2]

Core Viewpoint - The article indicates that President Trump has not yet decided on a successor for Federal Reserve Chairman Jerome Powell and will not make a decision soon, downplaying the urgency of any potential action [1] Group 1 - A source familiar with the White House review process stated that President Trump has not made a decision regarding the replacement of Jerome Powell [1] - The source emphasized that there will not be a quick decision made by Trump on this matter [1]

Core Viewpoint - The White House has stated that President Trump will not make a decision on the successor to Federal Reserve Chairman Jerome Powell in the near future, despite previous reports suggesting a potential selection by summer [1] Group 1 - The White House official indicated that the President has several strong candidates available for nomination [1] - Powell's term as Chairman is set to end in May 2026, making an early selection of a successor relatively uncommon [1]