Jerome Powell, chairman of the U.S. Federal Reserve, during a news conference following a Federal Open Market Committee (FOMC) meeting in Washington, DC, on Wednesday, Dec. 10, 2025.Global central bankers issued a statement Tuesday defending U.S. Federal Reserve Chair Jerome Powell following the launch of a criminal investigation into the central bank chief. "We stand in full solidarity with the Federal Reserve System and its Chair Jerome H. Powell," central bank chiefs including European Central Bank Presi ...

格隆汇1月13日｜全球多国央行行长：我们与美联储及其主席鲍威尔完全团结一致。鲍威尔以正直履 职，专注于其使命，并始终坚定地致力于公共利益。在充分尊重法治和民主问责的前提下，维护央行独 立性至关重要。 ...

据一位不愿具名的知情人士透露，在美国特朗普政府大幅升级对美联储的施压行动后，全球央行官员正 着手起草一份联合声明，以此表达对美联储主席鲍威尔的声援。 该知情人士表示，这份联合声明预计将以国际清算银行的名义发布，且向所有央行开放签署通道。受时 区差异影响，各国央行行长需要时间磋商声明措辞，文件最早可能于周二正式发布。 记者联系国际清算银行寻求置评时，该机构暂未作出回应。 加拿大央行行长蒂夫・麦克勒姆（Tiff Macklem）于周一发表声明，对鲍威尔表达"全力支持"，并称鲍 威尔"展现了公共服务领域的最高职业水准"。 "鲍威尔主席在艰难的环境中履职出色，引领美联储基于实证而非政治因素制定货币政策。"麦克勒姆在 发送给彭博社的电子邮件声明中写道。 其他多国央行行长——包括欧洲央行行长克里斯蒂娜・拉加德（Christine Lagarde）在内——也多次强 调货币政策独立性的重要性，并对鲍威尔的工作表示支持与赞赏。 美国总统特朗普一再呼吁美联储大幅降息，称美联储应采取行动提高住房可负担性，并降低政府的借贷 成本。在上周日接受美国全国广播公司新闻频道采访时，特朗普否认自己知晓司法部对美联储的调查一 事。 白宫新闻秘书 ...

爱华中文官网热点行情 美联储主席鲍威尔周日晚间突然发声明，证实联邦检察官已就他在参议院银行委员会、针对美联储办公大楼整修案的证词展开刑事调查！ 鲍威尔说得很白，表示重点根本不在整修或证词，而是在川普政府持续对央行「用力敲桌子」，要求大幅降息的政治压力。他强调，美联储做决策只能看经 济数据，不该变成政治风向球。前美联储主席叶伦更直接开酸，警告此举恐怕产生「寒蝉效应」，怎么看都像是想把鲍威尔拉下台，也让外界更担心央行独 立性被当成可有可无的装饰。 这消息一出，市场直接受惊，资金一秒转进避险资产。黄金周一正式突破每盎司4600美元，现货金上涨2.2%至4609.58美元，盘中最高冲到4629.94美元；2 月期金上涨2.5%至4614.70美元。白银更狂，盘中直奔86.22美元新高，收盘上涨6.8%至85.39美元。 波动率与收益率 VIX：▲4.3478%至15.12 美国十年期收益率： ▲0.1911%至4.195% 1. 前一天摘要 – 2026年1月12日，星期一 美国主要指数 标普500：▲0.1578%，至6977.27美元 道琼斯：▲0.1740%，至49590.2美元 罗素2000年：▲0.4400 ...

来源：滚动播报 北欧市场有望小幅高开，IG预测OMXS30指数将上涨0.2%，至2990点左右。SEB经济学家Pia Fromlet 称，美国股市周一上涨，黄金和白银价格创下历史新高，此前美国司法部对美联储提起的诉讼引发了有 关央行独立性的疑问。Fromlet称："前美联储理事和财政部长们昨天共同表达了对美联储独立性的支 持。"Fromlet补充说，随着对将举行新选举的猜测升温，日本股市大幅上涨，这可能会加强首相的执政 授权。美国股指期货下跌，欧洲股指期货上涨。美国12月份通胀数据将于晚些时候公布。OMXS30指数 收于2984.21点，OMXN40指数报2649.60点，OBX指数报1614.55点。 ...

当地时间1月12日，围绕美联储主席鲍威尔"被调查"的消息几乎占据了美国各大媒体的显著位置：表面上只是关乎一项联储大楼翻修工 程，但却迅速牵动到更敏感的问题——司法检控是否正在被用来影响货币政策的独立裁量？ 最新的两条消息把对这一事件的关注高度推到了峰值。据披露，财政部长贝森特私下向特朗普直言此事"造成混乱"，可能伤及金融市 场;而白宫随即强调，总统并未指示司法部启动调查。两种口径一前一后，使舆论焦点也从"查不查"转向了"谁在指挥、边界在哪"。 这场风暴名义上的起点，是美联储华盛顿总部历史建筑翻修项目及其预算与配置争议。日前，司法部围绕联储总部翻修项目与其国会 证词"是否存在不一致之处"展开调查，向美联储送达大陪审团传票，并引发外界对潜在刑事指控的联想。结果，鲍威尔1月11日夜罕见 发布视频，公开反击，否认存在不当行为，指出相关指控"不过都是借口"，之所以对联储发出刑事指控威胁，主要就是因为美联储按 专业判断设定利率，"而不是一味迎合总统意愿"。 美国多家媒体认为，这是特朗普政府与鲍威尔长期冲突(尤其围绕降息节奏与幅度)的一次"明显升级"。舆论分析认为，这场冲突之所 以迅速扩散，不在于工程审计有多复杂，而在于" ...

来源：央视 当地时间1月12日，围绕美联储主席鲍威尔"被调查"的消息几乎占据了美国各大媒体的显著位置：表面上 只是关乎一项联储大楼翻修工程，但却迅速牵动到更敏感的问题——司法检控是否正在被用来影响货币政 策的独立裁量？ 最新的两条消息把对这一事件的关注高度推到了峰值。据披露，财政部长贝森特私下向特朗普直言此 事"造成混乱"，可能伤及金融市场；而白宫随即强调，总统并未指示司法部启动调查。两种口径一前一 后，使舆论焦点也从"查不查"转向了"谁在指挥、边界在哪"。 △《纽约时报》报道，司法部的调查举动，标志着向联储施压要求其大幅降低利率 争议升级：从"翻修工程"到"刑事威胁" 这场风暴名义上的起点，是美联储华盛顿总部历史建筑翻修项目及其预算与配置争议。日前，司法部围绕 联储总部翻修项目与其国会证词"是否存在不一致之处"展开调查，向美联储送达大陪审团传票，并引发外 界对潜在刑事指控的联想。结果，鲍威尔1月11日夜罕见发布视频，公开反击，否认存在不当行为，指出 相关指控"不过都是借口"，之所以对联储发出刑事指控威胁，主要就是因为美联储按专业判断设定利 率，"而不是一味迎合总统意愿"。 美国多家媒体认为，这是特朗普政府与 ...

Core Viewpoint - The independence of the Federal Reserve is being publicly and systematically challenged, marking a significant moment in the financial landscape, with Bitcoin positioned at the center of this conflict [1][3][5]. Group 1: Federal Reserve Independence - The criminal investigation into Jerome Powell, the current Federal Reserve Chairman, is notable for its political implications, led by a Trump-appointed federal prosecutor [3]. - Powell's response emphasizes that monetary policy should be based on evidence and economic realities rather than political will [4]. - The independence of the Federal Reserve is crucial as it underpins the credibility of the dollar system, which relies on the premise that monetary policy is not subject to presidential influence [7]. Group 2: Bitcoin as a Beneficiary - Bitcoin's role is evolving as it is seen as a "neutral asset" that is not influenced by any jurisdiction or political power, thus gaining a premium in the current environment [7][9]. - If political pressure can alter monetary policy, it would permanently alter the pricing model of dollar assets, leading to a preference for decentralized and non-sovereign assets like Bitcoin [8]. - The recent stability of Bitcoin's price at $92,000 amidst significant political uncertainty indicates a shift in how some investors view it, moving from a "risk-on" asset to a hedge against institutional uncertainty [10][11]. Group 3: Market Dynamics and Institutional Perspective - The narrative of a "super cycle" in Bitcoin reflects a structural change in demand, suggesting that the price logic will evolve as this demand becomes a long-term variable [12][14]. - The market is not merely focused on short-term fluctuations but is reassessing the function of Bitcoin within investment portfolios, indicating a broader concern about institutional reliability [11][14]. - Historical financial crises often stem from a realization that previously stable institutions are not as reliable as believed, and the current discourse around the Federal Reserve's independence is a reflection of this concern [14][15].

Market Overview - International gold prices saw a significant increase on January 12, opening at $4,518.58 per ounce, reaching a high of $4,627.49, a low of $4,513.08, and closing at $4,621.30 [1] Economic Outlook - New York Fed President Williams projected a healthy U.S. economy in 2026, indicating no reason for interest rate cuts in the short term. He stated that current monetary policy is well-positioned to support labor market stability and help inflation return to the 2% target [2] - Williams expects GDP growth this year to be between 2.5% and 2.75%, with the unemployment rate stabilizing and then declining in subsequent years. He anticipates inflation pressures peaking between 2.75% and 3% in the first half of the year, averaging 2.5% for the year, and returning to 2% by 2027 [2] Federal Reserve Investigation - Treasury Secretary Mnuchin expressed dissatisfaction regarding the investigation into Fed Chair Powell, suggesting it could negatively impact financial markets. He indicated that Powell's position is now more secure than before [4] - Former Fed Chair Yellen criticized the investigation as undermining the Fed's independence, expressing surprise at the market's lack of concern. She firmly stated that Powell would not commit perjury [5] - UBS Chief Economist Donovan noted that the investigation could ultimately strengthen the Fed's independence, as market concerns about political interference in rate management are rising [5] Geopolitical Developments - President Trump announced a 25% tariff on goods from countries conducting business with Iran, which is intended to increase pressure on the Iranian government. This move may temporarily reduce the likelihood of U.S. military intervention in Iran [6] - The White House emphasized that diplomacy remains the preferred approach, although military options are still on the table if necessary [6] Protests in Iran - Protests against rising prices and currency devaluation have occurred in Iran, leading to unrest and casualties. However, reports indicate that the situation in Tehran has stabilized, with improved public order [7] Gold ETF Holdings - The SPDR Gold Trust, the largest gold ETF, increased its holdings by 6.24 tons, bringing the total to 1,070.8 tons [7] Market Sentiment - The probability of a 25 basis point rate cut by the Fed in January is at 5%, while the probability of maintaining the current rate is at 95%. By March, the cumulative probability of a 25 basis point cut rises to 26% [7]

他表示："独立性赋予央行官员施展空间，使其能够抛开短期政治干扰，做出有利于经济发展和民众利 益的艰难决策。" 美国前美联储主席与前财政部长也于周一对该调查提出批评，认为此举将削弱美联储依据经济数据制定 货币政策的能力。 加拿大帝国商业银行首席经济学家Avery Shenfeld在邮件中表示："经济学家几乎一致认为，央行独立性 对于金融稳定与经济稳定具有至关重要的价值。" "若此事持续发酵，相信美国及全球其他地区的顶尖经济学家，也会发出类似声援。" 智通财经APP获悉，在美联储主席鲍威尔透露特朗普政府试图通过大陪审团调查向央行施压后，加拿大 央行行长蒂夫·麦克勒姆对其予以了坚决声援。 "我重申对美联储主席杰罗姆·鲍威尔的全力支持，他体现了公共服务的最高典范，"麦克勒姆周一在电 子邮件声明中表示，"鲍威尔主席在复杂严峻的形势下履职出色，始终带领美联储基于实证而非政治考 量制定货币政策决策。" 据了解，鲍威尔上周日发布一则非同寻常的视频声明，披露美国司法部已向美联储送达传票，威胁提起 刑事诉讼。鲍威尔指出，该调查名义上与他在国会就美联储总部翻新事宜所作证词相关，但实质上是特 朗普政府"持续施压与威胁"的手段。美国总 ...