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美联储会议纪要19次提及不确定性:适合谨慎降息,几乎全员提及通胀风险,重申恐有“艰难取舍”
华尔街见闻· 2025-05-28 23:16
会议纪要显示,本月稍早的会议上,美联储决策者普遍认为,经济面临的不确定性比之前更高,对待降息适合保持谨慎,等待特朗普政府关税等政策的影响更 明朗,再考虑行动。 与会者一致认为, 经济前景的不确定性进一步增加,因此,在一系列政府政策调整的净经济效应更加明朗之前,采取谨慎态度是恰当的 。 而且,此次纪要中,联储决策者几乎全都表达了对关税长期推升通胀的担忧。继4月的上次会议纪要后,本次纪要中,联储官员再度警惕,联储货币政策委员 会FOMC可能不得不在抗通胀和保就业之间做出"艰难的取舍"。 有"新美联储通讯社"之称的记者Nick Timiraos指出,本次会议纪要中,美联储决策者暗示,他们担心关税大幅上调会推升价格,可能刺激通胀上行。鉴于关税 政策的不确定性加剧,联储官员重申需要采取"谨慎态度"。 Timiraos称,纪要显示,联储决策者基本都认为,经济的不确定性增加,失业和通胀双双上行的风险也增加。这让他们不会改变观望的政策立场。 重申完全有能力等经济和通胀前景更明朗再行动 三周前召开的货币政策会议上,美联储决定继续暂停降息,示警滞胀风险,声明新增失业率和通胀均上升的风险已增加这一表述,并重申经济前景的"不确定 性 ...
19次提及不确定性,凌晨2点,美联储朝天一枪,特朗普怒怼华尔街
凤凰网财经· 2025-05-28 22:31
当地时间周三,美股三大指数集体收跌,热门科技股多数下跌。道指跌 0.58% ,纳指跌 0.51% ,标普 500 指数跌 0.56% ,特斯拉跌超 1% ,微软、亚马逊、英伟达、谷歌跌幅不足 1% 。 会议纪要显示,一些利率制定者关注到,在特朗普宣布对贸易伙伴全面征收关税后的几周内,美国 国债、股票和美元价格的下跌。会议纪要表示:"这些与会者指出,这种相关性的持续转变,或者 美国资产被视为避风港地位的减弱,可能对经济产生长期影响。 会议纪要还提到,美联储工作人员对 2025 年和 2026 年实际 GDP 增长的预测低于 3 月份会议上 的预测,因为已宣布的贸易政策意味着,相对于工作人员在之前预测中所假设的政策,实际经济活 动将受到更大拖累。预计贸易政策还将导致生产率增长放缓,从而降低未来几年的潜在 GDP 增 长。 不过,华尔街现在流传着一种说法,即特朗普最终并不愿意兑现极端关税威胁。特朗普对这种论调 感到恼火,称他的一再退缩是贸易妥协战略的一部分。"这叫做谈判,"特朗称,作为谈判的一部 分,他有意"设定一个高得离谱的数字",然后"稍微下调一点"。 热门中概股也多数收跌,纳斯达克中国金龙指数跌 0.71% ...
今夜,利好!刚刚,大涨!
券商中国· 2025-05-26 15:18
美国与欧盟的贸易谈判传来利好信号。 据最新消息,欧盟计划加速与美国谈判,从而避免大西洋两岸发生"贸易战"。当地时间5月26日,欧盟发言人 透露,欧盟贸易和经济安全事务专员塞夫科维奇将于当地时间周一下午与美国商务部长卢特尼克进行通话。 "现在谈判有了新的动力。"欧盟委员会发言人保拉·皮尼奥周一表示,"双方同意加快贸易谈判进程,并保持密 切联系。" 保拉·皮尼奥表示,欧盟委员会主席冯德莱恩与美国总统特朗普的通话为贸易谈判注入了新的动力。欧盟贸易 和经济安全事务专员塞夫科维奇将于当地时间周一下午与美国商务部长卢特尼克进行通话。 保拉·皮尼奥进一步表示,在与美国的谈判中,欧盟提出的"零关税对零关税"提案仍在谈判桌上。 在此之前,特朗普表示,欧盟请求将关税谈判期限延长至7月9日,他已同意这一请求。 这一消息瞬间点燃了市场的乐观情绪,欧洲多国股市周一集体大涨,截至发稿,丹麦OMX20指数大涨超2%, 欧洲斯托克50指数、德国DAX 30指数、法国CAC 40指数、意大利富时MIB指数均涨超1%。 但分析人士警告称,尽管美国总统特朗普推迟了对欧盟征收50%关税的计划,但投资者仍需"系好安全带",因 为潜在的贸易战风险尚未完 ...
三代人的炒金之路
Sou Hu Cai Jing· 2025-05-23 06:54
Core Insights - The article highlights a significant trend in gold investment across different generations in China, showcasing a unique blend of motivations and strategies among older, middle-aged, and younger consumers [2][10] - The rising gold prices, currently around $3300 per ounce, have prompted increased interest and investment in gold as a traditional safe-haven asset [2][10] Group 1: Older Generation - The older generation, represented by individuals like Zhang Dama, views gold as a deeply ingrained belief and a safeguard against economic uncertainty, stemming from past experiences with inflation [3][5] - Zhang Dama's investment strategy focuses on physical gold, emphasizing simplicity and stability, with an average annual return of 8%, significantly higher than bank deposit rates [3][6] - The older generation relies on personal experiences and word-of-mouth for investment decisions, contrasting with younger generations' reliance on technology and market trends [5][10] Group 2: Middle-Aged Generation - The middle-aged demographic, exemplified by Wang Zhiqiang, approaches gold investment with a rational mindset, using it as a stabilizing asset in their diversified portfolios [6][7] - Wang Zhiqiang's investment strategy includes paper gold and gold ETFs, prioritizing liquidity and convenience, while also considering broader economic factors like currency fluctuations and family expenses [6][7] - This group has formed investment communities to share insights and strategies, focusing on informed decision-making rather than speculative gains [7][8] Group 3: Younger Generation - The younger generation, represented by Lin Xiaoxuan, views gold as both a fashionable accessory and an investment, integrating it into their lifestyle and social media presence [8][9] - Young consumers are engaging in gold purchases through innovative platforms, lowering the barriers to entry for investment and creating a new trend of "wearable wealth" [8][9] - The shift in perception of gold from a traditional asset to a social currency reflects changing values and investment behaviors among younger consumers [9][10]
贺博生:5.23黄金原油今日行情最新行情走势分析及周五收官操作建议指导
Sou Hu Cai Jing· 2025-05-23 00:53
对于近期行情涨涨跌跌,反反复复,多空转换频繁,很多投资朋友们都措手不及,或不知从何下手,一买进就跌,出场就涨,来来回回连续损单,其实这是 很多新手朋友们都会出现的情况,在这里告诉大家,做交易首先不要频繁去操作,其次要对行情需要有一个精准的把控,坚持自己的交易系统,当然这些对 一些新手朋友来说都是空谈,毕竟才入市并没有严格的交易计划,大多数都是追涨杀跌从而导致严重亏损,如果此时此刻看到文章的你也是这样的情况,那 么可以咨询本人沟通交流一下,可以帮你指出做单中所有的问题,这样可以让你在交易的过程中少走弯路。 黄金最新行情趋势分析: 黄金消息面解析:周四(5月22日)现货黄金在触及近两周高位3345美元区域后出现技术性回撤,目前美盘时段围绕3300美元附近震荡整理。尽管美元指数 的温和反弹给金价带来一定下行压力,但市场对美联储进一步降息的预期以及对美国财政赤字不断恶化的担忧,为非收益性的黄金资产提供了重要支撑。当 前黄金市场环境,美元疲软、地缘政治风险和经济不确定性三大支撑因素短期内难以消退。特别是美国财政赤字货币化的长期趋势和中东局势的潜在恶化风 险,都可能成为推动金价进一步上涨的催化剂。不过也需警惕如果美国经济 ...
美国初请失业金人数下降 劳动力市场保持稳定
news flash· 2025-05-22 12:41
Core Viewpoint - The decrease in initial jobless claims indicates a stable employment growth in the U.S. economy for May, despite rising economic uncertainties due to fluctuating trade policies [1] Labor Market Stability - Initial jobless claims fell by 2,000 to a seasonally adjusted 227,000 for the week ending May 17 [1] - Economists had predicted jobless claims to be around 230,000, with expectations of an increase in the coming weeks to a range of 205,000 to 243,000 due to seasonal adjustment difficulties [1] Economic Uncertainty - Despite the uncertainties caused by President Trump's changing trade policies, employers are generally reluctant to lay off workers [1] - Economists forecast an increase in layoffs in the second half of 2025 due to government import tariffs suppressing demand, disrupting supply chains, and exacerbating inflation [1]
ETO外汇:美联储官员呼吁耐心 货币政策调整是否迎来“观望期”?
Sou Hu Cai Jing· 2025-05-22 10:09
Group 1 - Recent comments from two Federal Reserve officials indicate a cautious approach in light of economic uncertainty, suggesting a potential "wait-and-see" period before further policy adjustments [1][3] - The global economic landscape is fraught with uncertainties such as trade tensions, geopolitical issues, and slowing growth, which complicate the Fed's decision-making process [3][4] - Domestic economic indicators show resilience but also present risks, including inflation volatility and labor market instability, necessitating more data for accurate policy evaluation [3][4] Group 2 - The Fed's policy adjustments must consider market expectations to avoid excessive market reactions and volatility [4] - There is debate among analysts regarding the potential lag in policy adjustments due to the Fed's cautious stance, which could hinder timely responses to rapid economic changes [4] - In the coming months, the Fed will closely monitor key economic data such as inflation rates, employment figures, consumer confidence, and manufacturing activity to inform its policy decisions [5]
美国旅游业突现寒潮,特朗普政策背后藏着哪些消费危机?
Guan Cha Zhe Wang· 2025-05-21 09:58
Core Insights - The U.S. airline industry is experiencing a significant decline in ticket sales, with a 4% year-over-year drop in April, marking the largest monthly decrease since June 2024 and the third consecutive month of revenue decline [1][3] - Consumer confidence in the U.S. has fallen to its lowest level in nearly three years, largely attributed to economic uncertainties stemming from the Trump administration's policies, leading to reduced spending on travel [1][3] - Major airlines, including American Airlines, Delta, Southwest, and United, are adjusting their growth strategies and reducing capacity plans due to weak domestic travel demand [5][6] Ticket Sales and Pricing - U.S. airline ticket prices fell by 2.8% in April compared to March, continuing a downward trend for three months, with a 7.9% decrease year-over-year and a 13.2% drop compared to ten years ago [3] - The overall cost of travel in the U.S. has decreased by 2% compared to the same period in 2024, indicating stagnation or decline in the tourism sector [3][6] Corporate Responses - American Airlines has withdrawn its financial performance forecast for 2025 and is adjusting its operational strategies due to declining leisure travel demand [4][6] - The CEO of American Airlines noted a significant drop in domestic leisure travel demand since February, which has impacted the company's performance [4][5] Economic Context - The decline in travel spending is linked to broader economic challenges, including rising inflation, shrinking household incomes, and a drop in consumer spending confidence [1][6] - Credit card spending on flights and hotels has decreased, indicating a cooling trend in the U.S. tourism industry, with many airlines retracting their annual growth forecasts [6]
5月21日电,美联储博斯蒂克表示,需观察经济走向后再采取行动,不确定性增加可能会延长政策调整的时间。
news flash· 2025-05-20 19:20
智通财经5月21日电,美联储博斯蒂克表示,需观察经济走向后再采取行动,不确定性增加可能会延长 政策调整的时间。 ...