Core Viewpoint - Gold prices have reached a new low for the week, aiming to continue the downward trend and test the support level of $3300 per ounce [1][2]. Group 1: Market Performance - On Tuesday, the spot gold price closed down by $17.09, settling at $3315.55 per ounce, marking the lowest level since August 1 [3]. - The current market has seen gold prices drop below the key support level of $3330, indicating a shift to a bearish trend [4]. - The price of gold briefly rose to $3358 before quickly retreating, demonstrating volatility in the market [4]. Group 2: Economic Indicators - The Federal Reserve is set to release the minutes from its July meeting, which is expected to provide significant insights into the U.S. economic outlook and may lead to considerable fluctuations in the gold market [3]. - Market participants are closely monitoring the upcoming FOMC meeting minutes and the Jackson Hole symposium for potential signals regarding future monetary policy [3]. - According to CME's FedWatch Tool, traders currently estimate an 85% probability that the Federal Reserve will implement a rate cut in September, likely by 25 basis points [3]. Group 3: Technical Analysis - The primary support levels for gold are identified at $3300 and $3280, with $3300 being a crucial trendline support [4]. - If the market maintains a bearish trend without effectively breaking these support levels, there remains a possibility for a bullish reversal [4].

蓝莓外汇BBMarkets发现，近日美国财政部长贝森特透露，他将很快开始面试美联储主席候选人。白宫 这次的候选人名单突然"拥挤"，共有11人，包括现任和前任央行官员、经济学家、白宫顾问，以及一些 华尔街市场专家。贝森特表示，他可能会在劳动节后与这些候选人会面，并把初步名单提交给总统，这 是一支非常强大的团队。 当前，美国政府希望通过货币政策刺激房地产市场，推动经济回暖。而美联储下一任主席的选择，也因 此格外关键。白宫正在从11名候选人中挑选最合适的人选，这些候选人包括经验丰富的央行官员、经济 学家和市场专家。 对普通人来说，如果未来降息，买房压力可能会减轻，贷款利率也可能更低；而投资者就得盯紧政策变 化，及时调整自己的投资计划。美国的利率和房地产市场息息相关，降息快慢、幅度大小都会影响大家 的生活开销、房价涨跌和投资机会。接下来的几周，美联储的动作和新主席的人选都很关键，直接关系 到未来几年美国经济会怎么走。 在货币政策方面，美联储预计将在9月16日至17日的下一次会议上，批准自2024年12月以来的首次降息 25个基点。贝森特对此表示，他并不担心近期公布的PPI（生产者价格指数）创下三年来最大单月涨 幅，因 ...

Group 1: Trade Policy Changes - The Trump administration has expanded the coverage of steel and aluminum tariffs by 50%, adding over 400 product categories including firefighting equipment, machinery, construction materials, and specialty chemicals made from steel and aluminum [2][3] - The expansion of tariffs aims to close loopholes and support the ongoing revitalization of the U.S. steel and aluminum industries, according to Jeffrey Kessler, Deputy Assistant Secretary for Industrial and Security [3] Group 2: Economic Impact - The new tariffs are estimated to affect at least $320 billion worth of imported goods, potentially increasing cost-push inflation pressures as domestic producers raise prices [3] - Several U.S. companies, including Procter & Gamble, Walmart, and Home Depot, have issued price increase warnings, indicating that the tariffs will lead to higher product prices [3] - A recent survey revealed that nearly one-third of U.S. businesses plan to raise prices within six months, reflecting a trend of passing higher input and import costs onto consumers [3] Group 3: Federal Reserve and Interest Rates - The tariffs have reignited discussions about inflation and interest rates, with President Trump urging the Federal Reserve to lower rates [4] - Treasury Secretary Mnuchin suggested that the Fed's benchmark rate should be reduced by 150-175 basis points, although this view has faced criticism [4] - Market expectations indicate a nearly certain 25 basis point rate cut by the Fed next month, with at least one more cut anticipated by the end of the year [4][5] Group 4: Federal Reserve's Policy Framework - The upcoming Jackson Hole conference is expected to see Fed Chair Powell address the monetary policy framework, with speculation that the Fed may shift away from the "flexible average inflation targeting" introduced during the COVID-19 pandemic [6] - Powell's actions and statements are closely watched as they could significantly influence global financial markets amid the intertwined issues of tariffs, inflation, and monetary policy [6]

盾博发现本周二，美国财政部长贝森特发表声明，白宫目前正在梳理一份有着大量候选人的名单，在将其中 的人员精简之后，他将迅速启动剩下的人员进行面试。 在接受CNBC的《Squawk Box》的专访时，贝森特表示经过初步的筛选，共有11位有着超强能力的候选人进 入到了最终的选拔阶段。其中包括了大量的专家，官员以及顾问。 在最新的消息当中表明，这份候选人当中，有着几位著名的角色，现任理事米歇尔·鲍曼（Michelle Bowman）和克里斯托弗·沃勒（Christopher Waller）、达拉斯联储主席洛莉·洛根（Lorie Logan）、白宫经济 学家凯文·哈塞特（Kevin Hassett）及前任理事凯文·沃什（Kevin Warsh）。 美联储的下次政策会议将于9月16日至17日举行，所有人都认为在这一次的会议当中将会通过自2024年12月 以来的首次25个基点的降息。 鲍威尔将于本周五在怀俄明州杰克逊霍尔举行的美联储年会上讲话，而这可能是鲍威尔在美联储主席任期内 的最后一次演讲。并且这一次的演讲鲍威尔可能会透露9月份FOMC决议的倾向。 虽然鲍威尔在美联储的任期要到2026年5月才会正式结束，但由于美国政府 ...

摘要今日周三（8月20日)亚盘时段，纸黄金目前交投于766.32元附近，截至发稿，纸黄金暂报766.03元/ 克，跌幅0.13%，最高触及767.43元/克，最低下探764.49元/克。目前来看，纸黄金短线偏向看空走势。 今日周三（8月20日)亚盘时段，纸黄金目前交投于766.32元附近，截至发稿，纸黄金暂报766.03元/克， 跌幅0.13%，最高触及767.43元/克，最低下探764.49元/克。目前来看，纸黄金短线偏向看空走势。 【要闻速递】 【最新纸黄金行情解析】 今日纸黄金需重点关注的关键阻力位区间为774元/克至856元/克，而重要支撑位区间则位于764元/克至 804元/克。 尽管金融市场投资者认为降息25个基点几乎是板上钉钉的事，但联邦公开市场委员会（FOMC）的一些 成员仍然犹豫不决。除非从现在到那时有任何决定性的新数据发布，否则支持和反对降息的观点都将很 有说服力。最重要的是，特朗普政府正在向美联储施加巨大压力，要求其放松政策——一些FOMC成员 会将其视为降息的理由，而另一些成员则会将其视为不降息的理由。 鲍曼与沃勒均承认，今年实施的关税措施很可能进一步推高消费价格，但他们主张关税影响仅 ...

Group 1 - The central bank announced a reverse repurchase operation of 500 billion yuan for 6 months on August 15, following a previous operation of 700 billion yuan for 3 months on August 8, resulting in a total of over 300 billion yuan in mid-term liquidity injection this month [1] - The market anticipates that the central bank may increase the amount of MLF (Medium-term Lending Facility) after 300 billion yuan matures this month [1] - The expectation for a rate cut by the Federal Reserve in September has cooled, with the US Producer Price Index (PPI) for July rising to 3.3% year-on-year, exceeding the expected 2.5%, and marking the highest level since February [1] Group 2 - The initial jobless claims in the US decreased by 3,000 to 224,000, remaining below expectations and at the lowest level since November 2021 [1] - The continuing jobless claims fell to 1.953 million, slightly below expectations, but still hovering at high levels since 2021 [1]

Group 1 - The Loan Prime Rate (LPR) for 1-year remains at 3% and for 5-year and above at 3.5%, unchanged for three consecutive months [1] - In May, the 5-year LPR was reduced by 10 basis points to 3.50% [4] - Current mortgage rates in Xi'an are 3.15% for new loans and 3.2% for existing loans, with public fund first loan rate at 2.6% and second loan rate at 3.075% [4] Group 2 - There are expectations for a potential interest rate cut in September, influenced by a likely rate cut from the Federal Reserve [4] - If the LPR decreases, Xi'an may experience a new wave of interest rate cuts in September [4]

Core Viewpoint - Michelle Bowman, a Federal Reserve Governor, emphasizes her focus on regulatory responsibilities, including revising capital rules for large banks and addressing the issue of "debanking" [1][2][4]. Regulatory Focus - Bowman is currently dedicated to her regulatory duties, pushing for changes in capital rules for large banks and combating "debanking" practices [2][4]. - She has initiated a new capital rule development that is risk-based and aims to reduce the burden on large banks compared to previous proposals from the Biden administration [4]. Capital Rules Reform - The Federal Reserve is reviewing multiple capital rules and plans to propose key measures that will not change regardless of the chairperson's position [4]. - The new proposal could potentially lower capital requirements for large bank subsidiaries by up to 27%, with a public feedback period ending on August 26 [4]. Reputation Risk Review - Bowman seeks to reduce regulatory scrutiny related to "reputation risk" in bank examinations, responding to pressures from banking groups and Republican lawmakers [5][6]. - The Federal Reserve has committed to not considering "reputation risk" in bank reviews, which has been criticized as unfair [5]. Interest Rate Stance - Bowman reaffirms her support for interest rate cuts, maintaining her position even when it conflicted with the majority view during the July Federal Open Market Committee meeting [7]. - The futures market predicts an 83% chance of a 25 basis point rate cut in September, indicating increased uncertainty [7]. Embracing New Technologies - Bowman calls for the banking industry and regulators to embrace emerging technologies like AI and cryptocurrencies to avoid being marginalized in the economy [8][9]. - She encourages more interaction between the industry and regulators to better understand blockchain and digital assets [9]. Employee Cryptocurrency Holdings - Bowman suggests allowing Federal Reserve employees to hold a small amount of cryptocurrencies to enhance their understanding of these markets [9][10]. - This approach aims to attract and retain skilled bank examiners by providing them with practical experience in handling digital assets [10].

Core Viewpoint - President Trump criticizes Federal Reserve Chairman Jerome Powell for maintaining high interest rates, claiming it severely harms the U.S. housing industry and makes it difficult for citizens to obtain mortgages [2][2][2] Summary by Relevant Sections Federal Reserve Policy - The Federal Reserve decided to keep the federal funds rate target range unchanged at 4.25% to 4.50% during its monetary policy meeting on July 30, marking the fifth consecutive meeting with no change in rates [2][2][2] Trump's Statements - Trump asserts that there are "no signs of inflation" and that "all signals point to a significant rate cut" [2][2][2] - He labels Powell as "a disaster" and has repeatedly called for substantial rate cuts [2][2][2] - Trump has indicated plans to appoint a new Federal Reserve chairman ahead of schedule [2][2][2] Legal Considerations - The White House confirmed that Trump is considering legal action against Powell regarding the rising costs of renovations at the Federal Reserve headquarters [2][2][2]

市场普遍预计新西兰央行将在今日降息，将官方隔夜拆款利率下调25个基点，至3.00%。此次降息将延 续去年以来的一系列激进降息举措，经济学家警告称，需要进一步放宽政策以刺激经济增长并遏制失业 率上升。经济学家表示，通胀率已回到目标区间，该央行在未来几个月有空间采取超越中性水平的政策 立场。贸易战等全球性因素也在给该国经济带来压力。 ...