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降息,大消息!美联储,重磅传来!
天天基金网· 2025-12-20 02:51
上天天基金APP搜索777注册即可领500元券包,优选基金10元起投!限量发放!先到先得! 美联储传来大消息。 12月19日消息,特朗普表示,他与美联储理事沃勒进行了面谈,并称赞对方"很棒"。特朗普还称赞了美 联储理事鲍曼,但并未明确其是否进入最终候选名单。不过,据外媒报道,鲍曼已不再是候选人。 据媒体报道,目前,美联储主席候选名单已缩小至四人,分别为哈塞特、沃什、沃勒,以及贝莱德的里德 尔。 此外,美联储官员密集发声。19日,美国纽约联储主席(享有FOMC永久投票权,号称美联储三把手) 威廉姆斯表示,通胀显现放缓迹象,CPI数据存在一定失真。 来看详细报道! 下一任美联储主席人选即将公布 美国总统特朗普当地时间周四表示,他目前正就美联储主席一职对"三至四位"候选人进行面试,预计将很 快决定提名接替鲍威尔的人选。 "我认为每位候选人都是合适人选。"特朗普称,尚不确定是否会在年底前公布提名人选,但明确表示"未 来数周内"将作出决定。 特朗普曾暗示心中已有答案,他在本月早些时候称,"我已经非常清楚我想要谁了"。尽管如此,特朗普周 四称赞了数位候选人。当被问及美联储理事克里斯托弗·沃勒时,他表示双方周三已再次会面, ...
日本加息落地:暴跌没有,麻烦在后头
吴晓波频道· 2025-12-20 00:29
点击上图▲立即收听 " 日债指数级上升的利息压力,是日本经济头顶悬挂着的一柄达摩克利斯之剑。 本次加息创下日本1995年9月份以来的最高水平,也正式宣告了日本30年"超宽松货币政策"时代的终结。 其实原本国内市场对日本央行加息的关注度 不高, 但是坊间的一则小道消息却让人对此事警惕起来: 日本央行加息会引 发金融海 啸;全球的 股票、基金等金融资产都被卷进去,甚至金融市场会爆发一个堪比"次贷危机"的大事件。 那么,日本央行加息以后,"黑天鹅"是否爆发了呢?日本股市给出了答案。 " 日本央行公布利率决议后,植田和男出席新闻发布会 12月19日,日经225指数上涨1.03%。截止12月20日凌晨,日经225指数主连大涨1.69%,日本股市不仅没有崩盘,反而涨了不少。 那么,如何理解日本央行加息所掀起的这 场"金融风暴"?今天我们就聊聊这件事儿。 文 /巴九灵(微信公众号:吴晓波频道) 在全球金融市场屏息以待的关注下,12月19日,日本央行行长植田和男终于按下了那个加息的按钮:央行货币政策委员会以9:0全票通过加息方 案,将日本政策利率上调0.25个百分点至0.75%。 没有出现的"黑天鹅" 日本加息并不是今年12 ...
降息大消息!美联储重磅传来!下一任主席人选即将公布
Zheng Quan Shi Bao Wang· 2025-12-20 00:11
(原标题:降息大消息!美联储重磅传来!下一任主席人选即将公布) 美联储传来大消息。 12月19日消息,特朗普表示,他与美联储理事沃勒进行了面谈,并称赞对方"很棒"。特朗普还称赞了美 联储理事鲍曼,但并未明确其是否进入最终候选名单。不过,据外媒报道,鲍曼已不再是候选人。 据媒体报道,目前,美联储主席候选名单已缩小至四人,分别为哈塞特、沃什、沃勒,以及贝莱德的里 德尔。 此外,美联储官员密集发声。19日,美国纽约联储主席(享有FOMC永久投票权,号称美联储三把手) 威廉姆斯表示,通胀显现放缓迹象,CPI数据存在一定失真。 来看详细报道! 下一任美联储主席人选即将公布 美国总统特朗普当地时间周四表示,他目前正就美联储主席一职对"三至四位"候选人进行面试,预计将 很快决定提名接替鲍威尔的人选。 "我认为每位候选人都是合适人选。"特朗普称,尚不确定是否会在年底前公布提名人选,但明确表 示"未来数周内"将作出决定。 特朗普曾暗示心中已有答案,他在本月早些时候称,"我已经非常清楚我想要谁了"。尽管如此,特朗普 周四称赞了数位候选人。当被问及美联储理事克里斯托弗·沃勒时,他表示双方周三已再次会面,并称 其"很棒"。特朗普说: ...
美国消费者信心指数微涨 对通胀和失业担忧犹存
Xin Hua She· 2025-12-20 00:11
Core Viewpoint - The consumer confidence index in the U.S. has shown a slight improvement in December, but remains significantly lower than the previous year, indicating ongoing economic concerns among consumers [1] Group 1: Consumer Confidence Index - The final consumer confidence index for December rose to 52.9, up from 51.0 in November, but down from 74.0 in December of the previous year [1] - The current economic conditions index fell to 50.4, down from 51.1 in November and significantly lower than 75.1 a year ago [1] - The consumer expectations index increased to 54.6, compared to 51.0 in November, yet still below 73.3 from the previous December [1] Group 2: Economic Concerns - Approximately 47% of surveyed consumers reported that high prices are putting pressure on their personal finances, unchanged from November and up from 35% a year earlier [1] - Consumers expect inflation to remain high in the foreseeable future, which could weaken their purchasing power [1] - About 63% of consumers anticipate an increase in the unemployment rate over the next year, significantly higher than the 40% reported in the same period last year [1]
降息,大消息!美联储,重磅传来!
券商中国· 2025-12-19 23:27
Core Viewpoint - The article discusses the upcoming nomination for the next Chair of the Federal Reserve, highlighting President Trump's preferences and the implications for monetary policy, particularly regarding interest rates. Group 1: Federal Reserve Chair Candidates - The list of candidates for the next Federal Reserve Chair has been narrowed down to four individuals: Kevin Hassett, Kevin Warsh, Christopher Waller, and Rick Rieder from BlackRock [3][5] - President Trump has expressed that he is clear about his preferred candidate and is expected to make a decision in the coming weeks [4][6] Group 2: Interest Rate Policy - Trump emphasized that the next Federal Reserve Chair should be someone who believes in "significant" interest rate cuts, aiming to lower mortgage repayment amounts [6][8] - Current Federal Reserve interest rates are between 3.5% and 3.75%, with Trump indicating a desire for rates to potentially drop to as low as 1% [7] Group 3: Inflation Data and Economic Indicators - The Consumer Price Index (CPI) for November showed a year-on-year increase of 2.7%, down from 3% in September, indicating a potential easing of inflation [9] - New York Fed President Williams noted that technical factors may have distorted the CPI data, suggesting that the actual inflation rate could be higher than reported [10] - Waller supports further interest rate cuts to return to neutral levels, indicating that current rates are 50 to 100 basis points above neutral [11]
加息难改日债日元弱势 日本央行陷入抗通胀与稳经济两难处境
Xin Lang Cai Jing· 2025-12-19 23:25
Core Viewpoint - The Bank of Japan (BOJ) raised its policy interest rate by 25 basis points to 0.75% on December 19, marking the highest level in 30 years, amidst ongoing tensions between the government and the central bank regarding monetary policy direction [1][4]. Group 1: Interest Rate Decision - The BOJ's decision to raise rates was anticipated, but there remains a divergence in views between the government, which is increasing fiscal deficits, and the BOJ, which aims to tighten monetary policy [4]. - The last rate hike prior to this was in January, when the rate was increased from 0.25% to 0.5%, indicating a significant shift in Japan's monetary policy landscape [1][4]. - BOJ Governor Kazuo Ueda indicated that there is still room for further rate increases, depending on economic and inflation trends, despite not providing a clear timeline for future hikes [1][4]. Group 2: Market Reactions - Following the rate hike, the Japanese stock, bond, and currency markets experienced notable volatility, with the yen initially rising before falling again [2][7]. - The long-term Japanese government bond yields surged, with the 10-year yield rising by 2.86% to 2.017%, reflecting market concerns about the BOJ's ability to manage inflation [8]. - The Nikkei 225 index has seen a decline of 1.49% since early December, indicating a complex relationship between the yen and Japanese equities [9]. Group 3: Economic Context - Japan's economy contracted by 2.3% year-on-year in the third quarter, highlighting ongoing economic challenges, while inflation remains above the BOJ's target, with core CPI rising by 3.0% in November [5][6]. - The BOJ's rate hike is seen as a necessary step to combat persistent inflation and to create room for future policy adjustments [5][6]. Group 4: Global Implications - The BOJ's actions are viewed as a defensive move ahead of potential significant rate cuts by the Federal Reserve, with concerns that a stronger yen could limit the BOJ's future rate hike capabilities [5]. - Experts suggest that the current market environment is different from previous instances of volatility, as the market had already priced in the BOJ's rate hike, reducing the likelihood of sudden market disruptions [10][11].
美光续涨提振科技股,美股“三巫聚首日”收高,耐克重挫拖累消费板块
Di Yi Cai Jing Zi Xun· 2025-12-19 23:24
*耐克暴跌拖累消费板块 *美光科技创收盘新高 *"三巫聚首日"放大波动 美国股市周五收高,科技股反弹成为推动大盘走强的主要力量,盖过了耐克等消费类个股大幅下跌的影 响。当天正值"三巫聚首日",股票期权、股指期货和股指期权集中到期,加大了盘中波动。 截至收盘,道琼斯工业指数上涨0.38%至48134.89点;标普500指数上涨0.88%至6834.50点;纳斯达克综 合指数上涨1.31%至23307.62点。 【热门股表现】 科技股延续前一交易日的反弹势头。芯片制造商美光科技在发布强劲财测后继续走高,周五大涨7%, 创下收盘纪录新高。 大型科技股表现分化。英伟达上涨3.93%,谷歌A股上涨1.55%,苹果上涨0.54%,微软上涨0.40%,亚 马逊上涨0.26%;特斯拉下跌0.45%,Meta下跌0.85%。 甲骨文上涨6.63%。第一财经此前报道,当地时间12月18日,TikTok CEO周受资发出内部信,更新 TikTok美国业务进展。内部信称字节跳动、TikTok已与三家投资者签署协议,并将成立新的TikTok美国 合资公司。这三家企业包括,甲骨文公司、银湖及MGX。 博通上涨3.18%,AMD大涨6.1 ...
美国消费者信心指数微涨
Xin Hua She· 2025-12-19 22:42
Group 1 - The core consumer confidence index in the U.S. rose to 52.9 in December, up from 51.0 in November, but significantly lower than 74.0 in December of the previous year [1] - The current economic conditions index fell to 50.4 in December, down from 51.1 in November and also lower than 75.1 in December last year [1] - The consumer expectations index increased to 54.6 in December, higher than 51.0 in November, but still below 73.3 from the previous year [1] Group 2 - Approximately 47% of surveyed consumers reported that high prices are putting pressure on their personal finances, unchanged from November and up from 35% a year ago [1] - Consumers expect inflation to remain high in the foreseeable future, which may weaken their potential purchasing power [2] - About 63% of consumers anticipate an increase in the unemployment rate over the next year, significantly higher than the 40% reported in the same period last year [2]
美国消费者信心指数微涨 对通胀和失业担忧犹存
Xin Hua Wang· 2025-12-19 18:59
与此同时,美国消费者预计通胀在可预见的未来仍将居高不下,从而削弱其预算的潜在购买力。 调查还显示,今年一整年,美国消费者普遍担心劳动力市场出现恶化。12月,约63%的消费者预计未来 一年失业率将上升,这一比例远高于去年同期的40%。 【纠错】 【责任编辑:马俊卿】 密歇根大学发布的12月当前经济状况指数终值降至50.4,低于11月份的51.1,也低于去年12月份的 75.1。消费者预期指数升至54.6,高于11月份的51.0,但同样低于去年12月份的73.3。 调查显示,尽管消费者信心指数有所改善,但比2024年12月仍低近30%。高物价和关税影响依旧是美国 消费者在大笔购物时最为关注的问题。约47%的受调查消费者自述高物价给个人财务造成压力,这一比 例与11月持平,高于去年同期的35%。 新华社纽约12月19日电(记者徐静)美国密歇根大学19日发布的调查数据显示,美国12月消费者信心指 数终值上升至52.9,高于11月的51.0,但远低于去年12月的74.0。 ...