美联储副主席杰斐逊：美联储任务的风险取决于政府尚未做出的政策选择。 ...

当地时间16日，美国联邦储备委员会主席杰罗姆.鲍威尔向员工发送的一份备忘录显示，美联储计划在 未来几年内裁减约10%的员工。这一举措旨在与总统特朗普精简联邦政府的整体政策保持一致。(央视 新闻) ...

Core Insights - The article discusses concerns regarding the dollar, deficits, and government policies as highlighted by Deutsche Bank's global foreign exchange research head, George Saravelos [1] - The commentary aligns with the recent rise in the 30-year U.S. Treasury yield reaching 5% [1] - There is a growing consensus around the fiscal budget bill currently under consideration in Congress, indicating an increasing likelihood of rising deficits [1] - This trend contradicts the White House's stated goal of reducing the trade deficit, as rising deficits are expected to stimulate consumer demand [1] - The expectation is that the current account deficit will continue to rise [1]

必须确保关税不会导致持续的通货膨胀。 或许可以容忍更高的通胀率，以降低就业成本。 要让硬数据显示出政府政策变化，尚需时日。 美国克利夫兰联储主席Beth Hammack：货币政策只有温和的限制性。 ...

Core Viewpoint - The Federal Reserve is in a precarious situation where its dual mandate of full employment and price stability may conflict with each other [1] Group 1: Federal Reserve's Challenges - Principal Asset Management's Chief Global Strategist Seema Shah indicates that the uncertainty surrounding U.S. government policies will significantly influence the timing and magnitude of changes in the economy [1] - The strong stance taken by Trump on tariffs has exacerbated the Federal Reserve's difficult position, leaving it with limited options [1] - There is a necessity for interest rate cuts, but the Federal Reserve may need to wait until the end of the third quarter for an opportunity to act [1]

美国多地民众5月1日举行大规模游行集会，抗议特朗普政府在经济、移民、教育、税收等多方面的政 策。 据集会活动组织方网站介绍，2日和3日美国多地还将继续举行大规模抗议活动。 美国媒体4月27日发布的联合民调结果显示，在特朗普第二任期将满百天之际，其执政支持率创下过去 80年来美国历任总统同期最低纪录。多数民众反对他推出的多项政策，对美国现状不满，对经济前景担 忧。(新华社) 当天，首都华盛顿特区、洛杉矶、纽约、丹佛、芝加哥和费城等地均有大规模抗议活动。其中，纽约市 当天有上千人参加了游行集会，抗议内容包括联邦政府遣返移民、漠视司法程序正义等。在洛杉矶市中 心，约5000名民众集会抗议特朗普政府相关政策"欺压本地劳工、驱逐外来劳工"。 ...

金十数据5月2日讯，当地时间5月1日，美国华盛顿、纽约、洛杉矶等主要城市爆发抗议活动。抗议者对 美国政府的多项政策表达不满，要求美国政府"把资金用于就业和教育，而不是对外发动战争"，同时要 求美国政府改变在削减政府开支、移民、巴以等问题上的立场。 美多地民众抗议美政府 ...

Core Viewpoint - The significant fluctuations in the Japanese yen against the US dollar in April have drawn market attention, primarily influenced by the US government's trade policies and economic data, leading to a historical high in net long positions for the yen [1][3][8]. Exchange Rate Fluctuations - In April, the yen's exchange rate against the dollar fluctuated from approximately 149 yen to 139 yen, a movement of nearly 10 yen [1][8]. - As of May 1, the yen was trading around 143 yen to the dollar, showing a cautious market sentiment ahead of the Bank of Japan's interest rate decision [1]. Market Sentiment and Positioning - Leveraged funds and asset management firms have significantly increased their net long positions in the yen, reaching the highest level since data collection began in 1992 [1][3]. - As of April 22, speculative institutions held a net long position of approximately $157 billion in yen, marking a continuous increase over three weeks [3]. Impact of US Policies - The market is reacting to the US government's potential influence on the dollar's value, with concerns about the administration's desire to weaken the dollar [2][5]. - The US's announcement of high tariffs on trade partners has led to a temporary strengthening of the yen, which later reversed due to policy shifts from the Trump administration [6][8]. Future Outlook - Analysts suggest that while the yen has appreciated, the sustainability of this trend is uncertain, with potential volatility if the US reintroduces pressure on Japan regarding currency valuation [9][12]. - The current environment indicates a structural demand for selling yen, which could limit the currency's rebound potential [13].