Group 1: Labor Statistics and Government Shutdown - The U.S. Bureau of Labor Statistics will suspend all operations during a government shutdown, including data collection and publication [4][5] - The Labor Department's emergency plan indicates that economic data scheduled for release during the funding interruption will not be published, and any technical issues will not be addressed on the website [4] Group 2: Political Developments - Vice President Vance stated that the U.S. is heading towards a government shutdown due to significant disagreements between Democrats and Republicans regarding funding agreements [7] - The meeting between President Trump and congressional leaders highlighted the increasing likelihood of a government shutdown within two days [7] Group 3: Swiss Investment in U.S. Gold Refining - Switzerland is reportedly planning to invest in the U.S. gold refining industry in an attempt to persuade the Trump administration to lower the recently imposed 39% import tariff [9][10] - This tariff is the highest among developed countries and has negatively impacted Swiss exports to the U.S. and suppressed growth expectations [10] Group 4: AI Developments - Anthropic announced the launch of its latest AI model, Claude Sonnet 4.5, which is designed to be more capable in programming and practical business applications [9][11] - The model has been recognized as the "best programming model globally" based on industry benchmark tests [11] Group 5: Federal Reserve Insights - New York Fed President Williams indicated that inflation risks have decreased while employment risks have increased, suggesting a potential slight reduction in interest rates [13] - Fed Governor Milan's argument for significant rate cuts has not gained support on Wall Street, with skepticism regarding the rationale behind his claims [15]

Group 1 - The core viewpoint of the articles revolves around President Trump's expectation of a significant interest rate cut by the Federal Reserve, which has triggered market volatility and increased interest in gold assets [1][3][5] - Gold stock ETF (517400) has seen a net inflow of funds for five consecutive days, accumulating over 150 million yuan in the last ten days, highlighting its status as a prominent safe-haven asset in a turbulent market [3] - The political dynamics surrounding the Federal Reserve's independence are under scrutiny, as Trump appoints allies to reshape the institution, raising questions about its credibility and the impact on global capital flows [3] Group 2 - Historical data indicates that periods of Federal Reserve interest rate cuts are often accompanied by bull markets in gold, suggesting a potential correlation between Trump's comments and increased market enthusiasm for gold assets [5] - The ongoing trend of de-dollarization is prompting investors to consider both gold fund ETFs (518800) for physical gold exposure and gold stock ETFs to capture growth in gold-related companies [3] - Caution is advised as Trump's verbal commitment to a "significant rate cut" remains unconfirmed, and while gold prices have reached new highs, investors are encouraged to participate moderately rather than making aggressive bets [5]

Core Viewpoint - President Trump anticipates a "significant rate cut" by the Federal Reserve during its upcoming meeting, marking the first rate cut since December of the previous year [1] Group 1: Federal Reserve Meeting - The Federal Reserve is scheduled to hold a monetary policy meeting on September 16 and 17 [1] - The market widely expects the Federal Reserve to initiate a new round of rate cuts during this meeting [1]

当地时间9月14日，美国总统特朗普对记者表示，他预计美联储将在本周的会议上宣布"大幅降息"。 特朗普称："我认为会有一次大幅降息。"若成真，这将是美联储自去年12月以来首次降息。 美联储将于9月16日和17日召开货币政策会议，市场普遍预计美联储届时将开启新一轮降息。 来源|央视新闻客户端 ...

据央视新闻消息，当地时间9月14日，美国总统特朗普对记者表示，他预计美联储将在本周的会议上宣布"大幅降息"。 特朗普称："我认为会有一次大幅降息。"若成真，这将是美联储自去年12月以来首次降息。 美联储将于9月16日和17日召开货币政策会议，市场普遍预计美联储届时将开启新一轮降息。 ...

Core Viewpoint - President Trump anticipates a "significant rate cut" by the Federal Reserve during its upcoming meeting, marking the first rate cut since December of the previous year [4]. Summary by Sections Federal Reserve Rate Cut Expectations - The Federal Reserve is scheduled to hold a monetary policy meeting on September 16-17, with market expectations leaning towards a new round of rate cuts [4]. - According to CME's "FedWatch," the probability of a 25 basis point cut this week is 96.4%, while the probability of a 50 basis point cut is 3.6% [4]. - For October, the cumulative probabilities indicate a 16.0% chance of a 25 basis point cut, 81.0% for a 50 basis point cut, and 3.0% for a 75 basis point cut [4]. Trump’s Actions and Statements - Trump has made a final request to the U.S. Court of Appeals to allow him to dismiss Federal Reserve Governor Cook, citing allegations of mortgage fraud [8]. - He aims to complete this action before the Federal Reserve's interest rate decision next week and has criticized Cook for not adequately responding to the allegations [8]. - Trump has expressed dissatisfaction with the current Federal Reserve Chair, claiming incompetence that harms the real estate market [10].

据央视新闻，当地时间9月14日，美国总统特朗普对记者表示，他预计美联储将在本周的会议上宣 布"大幅降息"。 特朗普称： "我认为会有一次大幅降息。" 若成真，这将是美联储自去年12月以来首次降息。 美联储将于9月16日和17日召开货币政策会议，市场普遍预计美联储届时将开启新一轮降息。 ...

Core Viewpoint - The article discusses the anticipation of a significant interest rate cut by the Federal Reserve, influenced by President Trump's pressure and recent economic reports indicating a slowdown in the labor market and persistent inflation [1] Economic Context - The Federal Reserve is expected to announce a rate cut on September 17, with economists predicting a median cut of 25 basis points [1] - Recent economic reports have raised concerns about a deeper slowdown in the labor market, which could threaten consumer spending and economic growth [1] Inflation Concerns - Current inflation rates remain above the Federal Reserve's target of 2%, with potential for further increases due to tariff policies raising commodity costs [1] - Some Federal Reserve officials are cautious about taking rapid policy actions due to these inflationary pressures [1] Political Influence - President Trump has been pressuring Federal Reserve Chairman Jerome Powell to lower interest rates and has publicly suggested Powell resign [1] - Trump is also in the process of selecting Powell's successor, having named three main candidates: Kevin Hassett, Christopher Waller, and Kevin Warsh [1]

特朗普称："我认为会有一次大幅降息。"若成真，这将是美联储自去年12月以来首次降息。 美联储将于9月16日和17日召开货币政策会议，市场普遍预计美联储届时将开启新一轮降息。 据央视新闻消息，当地时间9月14日，美国总统特朗普对记者表示，他预计美联储将在本周的会议上宣 布"大幅降息"。 ...

Core Viewpoint - Stephen Miran, nominated by President Trump for the Federal Reserve Board, aims to reassure concerns about potential government pressure on the Fed's independence during his upcoming Senate Banking Committee hearing [2][3] Group 1: Miran's Position and Responsibilities - Miran emphasizes the importance of the Fed's independence in preventing economic downturns and inflation, stating that he will work to maintain this independence if appointed [2] - He commits to making policy decisions based on macroeconomic analysis and the long-term health of the economy, adhering to Congress's goals of low inflation and a healthy labor market [2] - Miran raises questions about the Fed's regulatory activities beyond its dual mandate, particularly regarding the composition of its balance sheet [2] Group 2: Context and Implications - Miran's potential appointment comes at a sensitive time for the Fed, which has faced pressure from Trump for not significantly lowering interest rates as expected [2][3] - If confirmed, Miran will fill the vacancy left by Adriana Kugler, who resigned, and his term may be short-lived, potentially lasting only a few months [3] - There are speculations that Trump may be seeking to appoint a "shadow chairman" to influence the Fed's direction, as he has expressed a desire for a board majority that aligns with his views [3]