Core Viewpoint - The monetary policy actions are focused on promoting maximum employment and stable prices, with the federal funds rate maintained at a target range of 3.5% to 3.75% [1] Group 1: Monetary Policy Decisions - The committee has lowered the policy rate by 75 basis points since last September, bringing it closer to neutral estimates [1] - The normalization of the policy stance aims to stabilize the labor market while targeting a reduction in inflation towards 2% [2] Group 2: Future Outlook - The timing and extent of future adjustments to the policy rate will depend on incoming data, evolving outlooks, and the balance of risks [2] - Monetary policy decisions will be made on a meeting-by-meeting basis, indicating flexibility in response to economic conditions [2]

The Federal Reserve on Wednesday announced it will leave interest rates unchanged, breaking a streak of three straight rate cuts amid uncertainty over the labor market and inflation. Fed policymakers voted to leave the benchmark federal funds rate unchanged at its current range of 3.5% to 3.75%. The move follows three successive 25 basis point rate cuts in September, October and December to close out last year.Economic data showing a slowdown in the labor market along with inflation continuing to run hotter ...

Let's go to Washington DC with Edward Lawrence with the official decision. >> Well, the Federal Reserve leaves rates unchanged. There were two dissenters in this.Steven Myron, board of governor as well as board of governor Christopher Waller both desented in this. Myron has dissented at every meeting that he has attended. His term ends on Saturday.Now, Governor Waller uh he is still in the running as one of the last four finalists for the Federal Reserve chairman. Uh now in the statement the Federal Reserve ...

Cryptocurrency Market - In 2022, cryptocurrency prices struggled due to rising interest rates, but began to recover in 2023 and 2024 following the introduction of bitcoin ETFs [1] - By the end of 2025, cryptocurrency prices deteriorated while precious metals reached new highs [1] - The performance of major cryptocurrencies like bitcoin and ethereum has been volatile, with many coins failing to keep pace with the rise of precious metals [11][12] Stock Market Performance - Major stock indexes, including the S&P 500, experienced a downturn in 2022 but rebounded significantly in 2023, with a 24% increase [2] - The S&P 500 continued to rise by 23% in 2024 and ended 2025 with a 16% annual return after recovering from a downturn related to President Trump's tariffs [2] - The stock market outlook improved as investors gained clarity on the end of rising interest rates in 2023 [3] Interest Rate Impact - The Federal Reserve raised interest rates 11 times starting in 2022, which significantly affected various asset classes, including stocks, bonds, and cryptocurrencies [4][7] - Interest rates are a primary tool for the Fed to influence economic activity, with lower rates stimulating growth and higher rates slowing it down [5] - The Fed has cut interest rates six times since September 2024, indicating a shift in monetary policy [5] Labor Market and Economic Conditions - The labor market showed signs of slowing but may be at a turning point, with inflation decreasing from its 2025 peak [6] - Economic conditions remain uncertain as policymakers await new data before making further decisions [6] Commodities Market - Precious metals have shown strong performance, while oil prices fluctuated between $70 and $85 in 2024, dropping below $60 in 2025 due to economic concerns [10][14] - The performance of commodities has been mixed, with gold and silver reaching record highs while oil faced challenges [10][14]

经济增长：补贴退潮，车市走弱 (1) 猪价涨势渐颓。1 月 27 日，猪肉平均批发价为 18.7 元/公斤，较 1 月 20 日上涨 1.0%。 (2) 农产品价格指数偏强运行。1 月 27 日，农产品批发价格指数较 1 月 20 日上涨 0.1%。分品种看，鸡蛋（上涨 4.7%）> 猪肉（上涨 1.0%）>羊肉（上涨 0.8%）>牛肉（上涨 0.2%）>水果 (上涨 0.1%）>蔬菜（下跌 0.7%）>鸡肉（下跌 1.3%）。 PPI：油价温和上涨 (1) 油价温和上涨。1 月 27 日，布伦特和 WTI 原油现货价报 69.5 和 62.4 美元/桶，较 1 月 20 日分别上涨 2.0%和上 涨 3.4%。 (2) 铜铝回升。1 月 27 日，LME3 月铜价和铝价较 1 月 20 日分别上涨 0.8%和上涨 1.3%。 (3) 国内商品指数环比转涨。1 月 27 日，南华工业品指数较 1 月 20 日上涨 2.1%；1 月 27 日，CRB 指数较 1 月 20 日 上涨 2.1%。 生产：电厂日耗超出去年同期 通货膨胀：猪价涨势渐颓 CPI：猪价涨势渐颓 风险提示 统计口径误差。数据统计大多为抽样， ...

The Federal Reserve voted Wednesday to hold its benchmark interest rate in the range of 3.5% to 3.75%, following three straight rate cuts last fall. Fed Governors Chris Waller and Stephen Miran disagreed with the decision, preferring to cut rates by a quarter percentage point. Before the meeting, Waller — one of President Trump's finalists to be the next Fed chair — cited ongoing concerns about the health of the job market. Central bank officials upgraded their assessment of the economy to “solid” from ...

0:00 连平分析，推动黄金上涨的因素首先是一条明线，那就是避险。当前，"灰犀牛""黑天鹅"不断地冲击着 世界局势，出于避险的需求，黄金价格就会继续上涨。 "我在2017年就预测，特朗普上台当了美国总统之后，这个世界不会太平，黄金一定会大涨。到今天为 止，我认为至少在特朗普当政的这几年里面，黄金还有上涨的空间。黄金最重要的功能之一就是避 险。"连平说。 第二条是暗线，即通货膨胀。连平表示："通胀率上去了，好多东西的价格都在涨，那黄金不应该涨 吗？时机成熟了，必定会涨，或者补涨。" 1月28日，现货黄金再创新高，首次突破5200美元/盎司。1月以来，黄金累计上涨逾880美元，涨幅超 20%。 黄金的增长势头还能持续多久？ 近日，中国首席经济学家论坛理事长、广开首席产业研究院院长连平做客观察者网视频播客节目《思路 打开》时表示，未来两三年，黄金依然有上行空间，期间可能有所调整，但总体趋势还是向上。 第三条是实线。连平指出："黄金在工业上有很多用途，尤其是一些高新技术产品，它们现在对黄金的 需求还是很旺盛的。现在白银也涨飞了，它在工业中的需求更大。" 除此之外还有一条长线，那就是国际货币体系的变革。连平表示，美元在 ...

Group 1 - Trump emphasizes the importance of winning the midterm elections for the Republican Party, stating that losing control of Congress would jeopardize his tax and border policies as well as his agenda for a second term [1][2] - The White House Chief of Staff announced that Trump will engage with the public weekly before the midterm elections to discuss economic issues, highlighting the need for active participation in the elections [2] - Trump claims that since taking office, inflation, investment, and job growth have significantly improved, attributing domestic investment growth to tariffs and trade policies, and citing a record $18 trillion in investment commitments [3] Group 2 - Iowa Democrats criticize Trump's visit, arguing that his tariffs and economic policies have harmed the state's agriculture and worsened the economic outlook for its residents [4] - The Iowa Democratic Party Chair states that rising living costs and increasing layoffs contradict Trump's claims about affordability, attributing these issues to his disastrous policies [4] - Reports from bipartisan groups indicate that Iowa families are severely affected by tariffs, rising energy prices, and increasing healthcare costs, exacerbated by recent congressional actions [4][5]

美联储官员在去年三次降息后，预计将于本周三维持短期利率不变。面对白宫要求进一步降低借贷成本 的巨大压力，美联储选择暂不行动，静待经济走势明朗。 去年4月，唐纳德・特朗普总统推出全面关税政策后，美国就业增长几近停滞。美联储彼时降息，意在 提振经济、防止就业市场进一步恶化。目前已有迹象显示，失业率趋于稳定，经济或迎来回暖，而通胀 率仍顽固地高于美联储2%的目标值。多重趋势之下，维持当前利率成为合理选择。 美联储主席杰罗姆・鲍威尔本周三的新闻发布会上，大概率会回应一个核心问题：美联储将维持当前利 率多久。利率制定委员会内部仍存在分歧：一方官员认为，通胀回落前不应继续降息；另一方则主张进 一步降息，为就业市场提供更多支撑。 去年12月，该委员会19名参会者中，仅有12人支持今年至少再降息一次。多数经济学家预测，美联储今 年将降息两次，最有可能在6月或之后的议息会议上落地。 美联储本周召开议息会议，全程笼罩在特朗普政府施加的前所未有的压力之下。1月11日，鲍威尔称， 司法部就其在国会作证时涉及25亿美元建筑翻新项目的相关内容启动刑事调查，并向美联储送达了传 票。鲍威尔在一份措辞罕见直白的视频声明中表示，这些传票只是借口 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 文章来源：金十数据 尽管"货币贬值交易"再次流行，德意志银行认为，投资者可以从至少五百多年前的历史中汲取教训。 贵金属在2025年大涨后，今年开局火热，金价在周一突破5000美元大关，白银在2026年迄今涨幅超过 50%。这引发了关于"货币贬值交易"的讨论，该理论随着大宗商品价格上涨而日益流行。 "货币贬值交易"是指投资者押注包括美国在内的国家将有意使其货币贬值。这些交易者认为，随着政府 增加借贷和印更多钞票以缓解高额债务负担，这种情况将会发生。最近，随着美国在特朗普第二任期内 采取更多保护主义贸易政策，全球交易员也在远离美元。 货币贬值的观点反过来推动了黄金、白银和其他资产上涨。 然而，德意志银行认为，发生重大货币贬值的可能性不大。宏观策略师亨利·艾伦（Henry Allen）是基 于历史以及当前的市场信号做出这一判断的。 艾伦在周一的报告中解释说，货币贬值的想法已有数百年甚至数千年的历史。1544年，英国国王亨利八 世（Henry VIII）为了支付更多的政府开支而使其货币贬值。在当时，贬值是通过减少用作货币的金银 币中的贵金属含量，同时增 ...