新华财经北京9月16日电圣路易斯联储前主席布拉德周一表示，他上周与美国财长贝森特就出任美联储 主席一职进行了交流，并表示如果条件合适，他对这一职位非常感兴趣。 布拉德目前担任普渡大学Mitch Daniels商学院院长，曾在2008年至2023年期间领导圣路易斯联储。布拉 德表示："如果我们为成功做好了准备，我愿意接受这份工作……成功意味着我们要捍卫美元作为储备 货币的地位，保持低且稳定的通胀，并保护美联储的独立性。" 布拉德表示，他预计FOMC将降息25个基点，并释放进一步宽松的信号，认为市场预计今年年底前累计 降息75个基点是合理的。布拉德对关税-通胀暂时论表示认同，并倾向支持陷入解雇风波的美联储理事 库克。 （文章来源：新华财经） ...

Group 1 - The U.S. August retail sales month-on-month rate is expected to be 0.3%, down from the previous value of 0.5% [1] - The U.S. August industrial production month-on-month rate is anticipated to be 0%, an improvement from the previous value of -0.1% [2] - The U.S. crude oil inventory change for the week ending September 12 is expected to show an increase from the previous value of 3.939 million barrels [3] Group 2 - The Federal Reserve is expected to announce a 93.4% probability of a 25 basis point rate cut, lowering the policy rate range to 4%–4.25% [4] - The Bank of Japan is anticipated to maintain the benchmark interest rate at 0.5% and keep the 10-year government bond yield target unchanged [5]

马斯克增持近10亿美元，特斯拉大涨超3%。 *三大股指全线飘红，道指逼近46000点； *中长期美债收益率走低，10年期美债报4.04%； *纳斯达克中国金龙指数涨近0.9%。 周一美股全线上扬，中美在西班牙马德里举行经贸会谈，市场等待即将召开的美联储政策会议，马斯克 增持特斯拉推动股价上升，带动标普和纳指再创历史新高。 截至收盘， 道指涨49.23点，涨幅为0.11%，报45883.45点，纳指涨0.94%，报22348.75点，标普500指数 涨0.47%，报6615.31点，首次站上6600点关口。 据新华社报道，当地时间9月14日至15日，中美经贸中方牵头人、国务院副总理何立峰与美方牵头人、 美国财政部长贝森特以及贸易代表格里尔在西班牙马德里举行会谈。双方以两国元首通话重要共识为引 领，就双方关注的经贸问题进行了坦诚、深入、富有建设性的沟通，就以合作方式妥善解决TikTok相 关问题、减少投资障碍、促进有关经贸合作等达成了基本框架共识。双方将就相关成果文件进行磋商， 并履行各自国内批准程序。何立峰表示，中方维护自身正当权益的决心坚定不移，将坚决维护国家利益 和海外中资企业的合法权益。 对于TikTok ...

Group 1 - The core inflation in the US remains sticky, with the Consumer Price Index (CPI) rising by 0.4% in August compared to 0.2% in July, indicating persistent inflationary pressures [1][2] - Weekly jobless claims have increased to 263,000, the highest level in nearly four years, suggesting a weakening labor market [1][2] - The market anticipates that the Federal Reserve will initiate a new round of interest rate cuts, with a 25 basis point reduction expected, bringing the federal funds rate to a range of 4.00% to 4.25% [1][2][3] Group 2 - The CME FedWatch tool indicates a 76% probability that the Federal Reserve will implement three rate cuts this year due to the deteriorating labor market conditions [2][3] - Economic experts suggest that the Federal Reserve's focus is shifting from inflation to employment and economic weakness, with expectations of a 25 basis point cut in September [3][4] - The political pressure on the Federal Reserve is increasing, complicating its policy decisions amid strong inflation and weak employment data [4] Group 3 - The Bank of Japan is expected to maintain its current interest rate of 0.5%, despite recent trade agreements with the US, which have alleviated some economic concerns [5][6] - The Canadian central bank is anticipated to restart rate cuts, with a 90% probability of a 25 basis point reduction to 2.5% due to rising unemployment and GDP contraction [8][9] - The UK central bank faces complexities in its monetary policy due to mixed economic signals, with recent inflation data complicating the outlook for further rate cuts [7][8]

格隆汇9月16日｜在风险偏好情绪升温的推动下，铜价跃升至15个月高点，交易员们为本周预期中的美 联储降息做准备，并寻求今年晚些时候进一步宽松政策的线索。伦敦金属交易所（LME）铜期货上涨 1%，至每吨10,173美元，创2024年6月以来最高。投资者预期本周将降息25个基点，此前劳动力市场疲 软迹象显现，货币市场已将年底前再降息两次的高可能性纳入定价。利率下调通常通过提振需求和削弱 美元来支撑铜等大宗商品价格，令使用其他货币的买家更易负担。 ...

Group 1 - Canada unexpectedly lost 65,500 jobs in August 2025, leading to a national unemployment rate of 7.1%, the highest level since the pandemic [1] - The labor market is showing signs of significant slowdown, increasing employment pressure [1] Group 2 - The market is betting that the Bank of Canada (BoC) will likely announce an interest rate cut at the monetary policy meeting on September 17 [2] - A potential interest rate cut could have a direct impact on loans and consumer spending [3] Group 3 - High unemployment indicates an economic slowdown, and the central bank may use interest rate cuts to stimulate consumption and investment [4] - The expected rate cut could lower loan rates, providing relief for real estate and corporate financing [4] - Homeowners with variable-rate mortgages may see a decrease in monthly payments, easing financial pressure [4] - Car buyers may benefit from lower auto loan rates, reducing purchasing costs [4]

Global Central Bank Dynamics - The Federal Reserve is expected to shift its focus from controlling inflation to supporting the labor market, with a potential interest rate cut anticipated in the upcoming meeting [2] - The Bank of England is facing pressure regarding its quantitative tightening (QT) strategy, with market expectations suggesting a reduction in the QT target from £100 billion to £72 billion due to high government bond yields [3] - The European Central Bank (ECB) has decided to maintain its key interest rates unchanged, with economic growth forecasts for the Eurozone slightly adjusted upward for 2025 [4] - The Russian Central Bank has cut its key interest rate by 100 basis points to 17%, indicating a continued tight monetary environment to manage inflation [7] Market Observations - The Federal Reserve's anticipated rate cut may not signal the start of a prolonged easing cycle, as concerns about labor market slowdown and inflation persist [9] - Economists predict that the Bank of Canada will lower its key interest rate by 25 basis points to 2.5% amid rising unemployment and economic contraction [10] - The Bank of England is expected to maintain its key policy rate at 4% but may consider rate cuts in the upcoming quarters due to rising inflation [11] Upcoming Focus - Key interest rate decisions are scheduled for various central banks, including the Federal Reserve and the Bank of England, with significant market attention on their implications for monetary policy [14][15]

Market Commentary - Former President Trump believes Federal Reserve Chairman Powell must cut interest rates more aggressively than anticipated [1] - Trump anticipates a surge in housing prices following the rate cuts [1]

以下文章来源于美股投资网 ，作者StockWe.com 来源 | 美股投资网 2025年以来，美股走出了一波惊人的上涨行情。标普500指数自4月低点以来累计飙升32%，市值增加超过14万亿美元。 这背后既有美联储年内启动降息的强烈预期，也有人工智能产业爆发带来的结构性机会。但越是疯狂上涨，越意味着市场正逼近拐点。 下一周，美联储利率决议即将出炉，所有投资者都在等待一个答案： 降息周期的重启，究竟是给这波牛市添一把火，还是会揭开经济硬着 陆的隐忧？ 降 息 预 期 已 写 进 资 产 价 格 市场普遍认为，美联储将在9月会议上宣布至少一次25个基点的降息，未来一年累计降息幅度可能达到150个基点。利率互换市场几乎完全 消化了这一预期。历史经验显示，美联储在暂停加息六个月以上后重启降息，标普500在接下来的一年平均上涨15%，高于普通降息周期首 降后的12%平均涨幅。 这让多头底气更足。但同时，最新就业数据显示失业率升至2021年以来最高水平，经济放缓信号引发了市场对衰退的担忧。如果降息是"救 火"而不是"预防"，行情就可能完全不同。 美股投资网 . 美国洛杉矶投资公司，TradesMax.com为美股投资者提供 ...

当地时间9月14日下午，美国总统特朗普再次批评美国联邦储备委员会主席鲍威尔"实在无能"。他还 称，预计美联储将"大幅降息"，因为"除了降息别无选择"。美联储定于当地时间9月16日至17日举行货 币政策会议。外界普遍预期美联储将在本次会议上启动降息进程。鲍威尔上个月曾释放降息信号。 ...