路透调查：所有41位受访经济学家均认为美国总统特朗普的政策对美国经济造成了负面影响，其中23位 认为影响显著。 ...

Core Viewpoint - The U.S. government policies, including trade, have not harmed the U.S. economy, and the effects of related adjustments will take time to manifest [1] Group 1 - The statement emphasizes that current government policies are not detrimental to economic performance [1] - It suggests that the impacts of policy changes will require a longer time frame to become evident [1]

Group 1 - The core viewpoint is that tariffs may significantly hinder the development of the U.S. economy and weaken the labor market, as highlighted by St. Louis Fed President Musalem [1][3] - Musalem emphasized that even with recent tariff reductions between the U.S. and China, the potential negative impacts of tariffs on the U.S. economy remain substantial [3] - The increase in tariffs raises the prices of imported goods, leading to higher consumer costs and increased production costs for businesses reliant on imported materials, which could suppress economic activity [3] Group 2 - Musalem, as a voting member of the FOMC, believes that U.S. monetary policy is well-prepared to respond flexibly to any changes in economic outlook [4] - He stressed the importance of monitoring inflation expectations, indicating that maintaining public confidence in combating inflation is crucial for economic stability [4] - Atlanta Fed President Bostic noted that recent volatility in the U.S. Treasury market could exacerbate existing economic uncertainties, affecting market interest rates and borrowing costs [4][5] Group 3 - Bostic expressed satisfaction with the current policy stance, acknowledging that increased uncertainty may delay the normalization of U.S. monetary policy [5] - He cautioned that aggressive policy adjustments in a high-uncertainty environment could introduce more risks, hindering economic recovery [5]

美联储穆萨莱姆：美国经济有潜力，劳动力市场稳定，通胀有所缓解，但高于2%的目标。 ...

摩根大通(JPM.N)CEO戴蒙：不会排除美国经济陷入滞胀的可能性。 ...

Group 1 - Current spot gold trading at $3185.15 per ounce, down $54.51 or 1.68% year-on-year, with a high of $3251.82 and a low of $3153.99 [1] - Federal Reserve's Bostic expects one rate cut this year due to uncertainty [1] - Powell indicates the Fed is adjusting its policy framework, with zero interest rates no longer a baseline scenario, and anticipates April PCE to drop to 2.2% [1] Group 2 - Barclays has revised its economic growth forecast for the U.S. from -0.3% to 0.5%, no longer expecting a recession in the second half of 2025 [1] - Technical analysis shows diminishing bullish momentum in gold prices, with increasing bearish strength indicated by MACD and RSI indicators [1] - Key support level for gold is at $3060 per ounce, while resistance is at $3285 per ounce, suggesting potential trading strategies [1]

Group 1 - The core viewpoint of the report indicates that the current suspension of certain tariffs between the US and countries like China is expected to drive a new wave of imports, maintaining high resilience in US investment and consumption in Q2 [1] - Overall, the US economy is projected to remain supported in Q2, with the impact of tariffs likely to gradually manifest in the second half of the year. Early implementation of tax reduction policies could mitigate downward pressure [1] - Under the current tariff scenario, it is anticipated that the US will not experience runaway inflation due to the imposition of additional tariffs [1] Group 2 - The Federal Reserve is not expected to rush into interest rate cuts in the short term, with projections indicating that the 10-year US Treasury yield will remain above 4.0% [1]

供应紊乱可能会打压经济增速，并推高通胀。 美联储理事Barr：美国经济稳健，但贸易问题给前景蒙上阴影。 ...

美联储巴尔：美国经济基础稳固，通胀率有望降至2%，但贸易政策的不确定性影响了前景展望。 ...

Group 1 - The San Francisco Fed President Daly observed significant economic performance disparities across different regions in the U.S., with Las Vegas concerned about reduced international tourism, while states like Utah and Alaska maintain robust economic activity [3] - The Federal Reserve appears to be in a "divided" state regarding the economic outlook, with Daly expressing optimism about the economy's strength and declining inflation, while Vice Chair Jefferson warns of declining confidence among businesses and households [3] - Jefferson highlighted that if Trump's tariff policies continue to escalate, it could hinder the decline in inflation and potentially lead to rising prices again, indicating increasing uncertainty within the Fed regarding future economic conditions [3] Group 2 - COMEX gold prices are currently trading at $3155.90 per ounce, reflecting a decline of 0.78%, with a daily high of $3195.60 and a low of $3150.90 [4] - The short-term resistance levels for COMEX gold are identified between $3358 and $3368, while support levels are noted between $3130 and $3140 [4]