据Fortune等外媒报道，美元正经历自2017年以来最差的年度表现。截至2025年最后一个交易日，彭博美元现货指数累计下跌约8%，尤其在2025年4月美国 政府推出关税政策后大幅下挫。 在市场已普遍预期2026年美国将至少降息两次的背景下，美国的货币政策路径正与部分发达经济体出现分化，进一步削弱美元的吸引力。欧元兑美元显著 走强，主要由于欧元区通胀温和以及即将到来的国防支出浪潮，使市场对欧元区降息的押注几乎为零。与此同时，利率交易员预计加拿大、瑞典和澳大利 亚等地央行将加息。 美国商品期货交易委员会（CFTC）截至2025年12月16日当周的数据显示，月内美元曾短暂出现看多仓位，但很快又回到自2025年4月以来占据主导的悲观 立场。 Monex Inc.外汇交易员Andrew Hazlett表示："哈西特作为长期领跑者，基本已被市场消化；但如果是沃什或沃勒，他们可能不会那么快降息，这对美元反 而更有利。" （图片来源：Fortune） 分析人士警告，如果下一任美联储主席如市场预期采取更大幅度的降息措施，美元可能进一步走弱。 野村证券外汇策略师Yusuke Miyairi表示："2026年第一季度影响美元的最 ...

【环球网财经综合报道】据Fortune等外媒报道，美元正经历自2017年以来最差的年度表现。截至2025年最后一个交易日，彭博美元现货指数累计下跌约 8%，尤其在2025年4月美国政府推出关税政策后大幅下挫。 野村证券外汇策略师Yusuke Miyairi表示："2026年第一季度影响美元的最大因素将是美联储。不仅是1月和3月的议息会议，更重要的是在杰罗姆·鲍威尔任期 结束后，谁将出任美联储主席。" 鲍威尔的任期将于2026年5月结束，目前热门候选人包括白宫国家经济委员会主任凯文·哈西特、现任美联储理事克里斯托 弗·沃勒以及前理事凯文·沃什等。 在市场已普遍预期2026年美国将至少降息两次的背景下，美国的货币政策路径正与部分发达经济体出现分化，进一步削弱美元的吸引力。欧元兑美元显著走 强，主要由于欧元区通胀温和以及即将到来的国防支出浪潮，使市场对欧元区降息的押注几乎为零。与此同时，利率交易员预计加拿大、瑞典和澳大利亚等 地央行将加息。 美国商品期货交易委员会（CFTC）截至2025年12月16日当周的数据显示，月内美元曾短暂出现看多仓位，但很快又回到自2025年4月以来占据主导的悲观立 场。 Monex In ...

12月31日，美元正面临八年来最差的年度表现，分析人士警告称，如果下一任美联储主席如预期般选择 更大幅度的降息，美元还可能进一步走弱。 野村证券外汇策略师Yusuke Miyairi表示："第一季度影响美元的最大因素将是美联储。不仅是1月和3月 的议息会议，更重要的是在杰罗姆·鲍威尔任期结束后，谁将出任美联储主席。" 美元指数今年累计下跌超9%，在今年4月美国总特朗普宣布所谓"解放日"关税政策后，美元大幅下挫。 此后，随着特朗普多次对美联储施压，并力推在明年任命一位偏鸽派的美联储主席，美元持续承压。 目前，市场关注的焦点仍集中在美联储，以及谁将接替任期将于5月结束的鲍威尔出任主席。 Monex Inc.外汇交易员Andrew Hazlett表示："哈西特作为长期领跑者，基本已被市场消化；但如果是沃 什或沃勒，他们可能不会那么快降息，这对美元反而更有利。" 在市场已计入明年至少两次降息的背景下，美国的货币政策路径正与部分发达经济体出现分化，进一步 削弱了美元的吸引力。 欧元对美元大幅走强，原因在于通胀温和以及即将到来的欧洲国防支出浪潮，使市场对欧元区降息的押 注几乎为零。与此同时，利率交易员押注加拿大、瑞典和澳 ...

Core Viewpoint - President Trump is expected to announce the successor to Federal Reserve Chairman Jerome Powell in January 2024, expressing dissatisfaction with Powell's performance and urging for more aggressive interest rate cuts to stimulate the economy [1][3]. Group 1: Federal Reserve and Interest Rates - The Federal Reserve has implemented three interest rate cuts this year, but Trump believes the latest cut could have been doubled, criticizing Powell as a "stubborn" figure [3]. - Trump has consistently pushed for lower interest rates to reduce government borrowing costs and stimulate economic growth, indicating a desire for more significant monetary easing [1][3]. Group 2: Potential Successors and Criticism - Kevin Walsh, a former Fed governor, is identified as the top candidate for the next Fed chair, with White House National Economic Council Director Kevin Hassett also being considered [3]. - Trump has previously threatened legal action against Powell, citing mismanagement of a multi-billion dollar renovation project for the Federal Reserve building and labeling Powell as "severely incompetent" [3].

Core Viewpoint - International gold prices experienced a significant drop, falling over $200, as profit-taking occurred after a bullish week, but the overall trend remains upward with technical support from moving averages [1][12]. Group 1: Market Performance - On December 29, gold opened at $4,537.12 per ounce, reached a high of $4,548.58, and then fell to a low of $4,303.73, closing at $4,331.93, marking a daily decline of $202.19 or 4.46% [1][12]. - The daily trading range was $244.85, indicating high volatility during the session [1][12]. Group 2: Future Outlook - The opening on December 30 saw gold prices supported by buying interest at the mid-chart level, with geopolitical tensions providing a positive boost [3][13]. - Despite a bearish outlook from upcoming U.S. economic indicators, the long-term bullish sentiment for gold remains intact due to global economic uncertainties and geopolitical risks [3][14]. - The market is closely watching the Federal Reserve's upcoming policy meeting minutes, which may influence gold prices depending on the tone regarding interest rates [14][16]. Group 3: Technical Analysis - The gold price is currently supported by various moving averages, indicating potential buying opportunities if prices retrace to these levels [9][10]. - The monthly chart shows a potential bearish pattern, suggesting risks of a drop to the $4,000-$3,900 range, but a strong performance in the following month could lead to a bullish outlook towards $5,500-$6,000 [16][19]. Group 4: Influencing Factors - The selection of the next Federal Reserve Chair is seen as a critical factor that could either support or hinder gold prices, with expectations leaning towards a more dovish approach [4][8][17]. - Continued adjustments in central bank reserve structures and persistent inflationary pressures are expected to support gold demand in the long term [16].

Core Viewpoint - President Trump is expected to announce the successor to Federal Reserve Chairman Jerome Powell in January, amid ongoing dissatisfaction with the Fed's interest rate policies [1] Group 1: Federal Reserve Leadership - Jerome Powell's term as Federal Reserve Chairman will end in May 2026 [1] - Trump has been urging the Federal Reserve to lower interest rates to stimulate the economy and reduce government borrowing costs [1] - Kevin Walsh, a former Fed governor, is identified as the top candidate for the next Fed chair, with Kevin Hassett, the White House National Economic Council director, also being considered [1] Group 2: Criticism of Powell - Trump has expressed dissatisfaction with Powell's performance, labeling him as "severely incompetent" [1] - The President mentioned a costly renovation project for the Federal Reserve building, reportedly costing billions of dollars [1] - Trump hinted at the possibility of legal action against Powell [1]

Group 1 - President Trump plans to announce the successor to Federal Reserve Chairman Jerome Powell in January 2024, as Powell's term ends in May 2026 [1] - Trump has been urging the Federal Reserve to lower interest rates to stimulate the economy and reduce government borrowing costs, expressing dissatisfaction with Powell's performance [1] - Trump criticized the latest interest rate cut on December 10, stating it could have been doubled, and labeled Powell as a "stubborn" individual [1] Group 2 - Trump has identified former Fed governor Kevin Walsh as the top candidate for the next Fed chair, alongside National Economic Council Director Kevin Hassett [1] - In 2017, Trump nominated Powell to lead the Federal Reserve, but has since repeatedly criticized him and threatened legal action [1] - Trump mentioned the costly renovation of the Federal Reserve building, accusing Powell of severe incompetence and suggesting potential legal action against him [2]

Core Viewpoint - The recent significant drop in gold prices is attributed to profit-taking after a bullish trend, but the medium to long-term outlook remains bullish due to ongoing geopolitical risks and central bank gold purchasing trends [1][5][6]. Price Movements - On December 29, gold opened at $4537.12 per ounce, peaked at $4548.58, and then fell to a low of $4303.73, closing at $4331.93, marking a daily decline of $202.19 or 4.46% [3][5]. - The price volatility for the day was $244.85, indicating significant market fluctuations [3]. Market Influences - Upcoming economic indicators, such as the FHFA House Price Index and Chicago PMI, are expected to exert downward pressure on gold prices [5]. - The Federal Reserve's monetary policy meeting minutes are anticipated to have limited positive impact on gold prices, with the market likely to remain in a consolidation phase [5]. Long-term Outlook - Despite short-term fluctuations, the long-term bullish perspective on gold remains unchanged due to global economic uncertainties, geopolitical tensions, and inflation hedging demands [5][6]. - The potential for further interest rate cuts by the Federal Reserve is seen as a key driver for gold price increases, with a target of $5000 per ounce by 2026 being considered achievable [6][8]. Technical Analysis - Monthly and weekly charts indicate a potential for gold to test support levels around $4000-$3900, with a bullish outlook if it breaks above previous resistance levels [8][10]. - Daily charts show that gold is currently supported by key moving averages, suggesting opportunities for bullish positions [12]. Trading Strategy - Suggested trading levels include support at $4315 or $4260 and resistance at $4380 or $4440 for gold, with similar levels provided for silver [13].

Core Viewpoint - President Trump is considering suing Federal Reserve Chairman Jerome Powell for "incompetence" and has indicated that his preferred candidate for the Fed chair position has not changed, with an announcement expected in January [1] Group 1 - Trump expresses dissatisfaction with Powell's performance, labeling it as "incompetence" [1] - The announcement of a new Federal Reserve chairman candidate is anticipated in January [1] - Trump's favored candidate for the Fed chair position remains unchanged [1]

Group 1 - The core viewpoint is that Trump is expected to announce his choice for the Federal Reserve Chairman in January [1]