Core Viewpoint - President Trump is pressuring Federal Reserve Chairman Powell to lower interest rates, expressing dissatisfaction with the current monetary policy, which he believes is detrimental to the U.S. economy's competitiveness [1][3][4]. Group 1: Meeting Details - Trump and Powell met at the White House on May 29, marking their first discussion since Trump resumed office [1]. - During the meeting, Trump reiterated his belief that the Fed's decision not to lower interest rates is a significant mistake [3]. - The discussion included topics such as economic growth, employment, and inflation, but Powell did not address future monetary policy directions [6]. Group 2: Economic Context - Trump has consistently criticized the Fed's current interest rate policy, arguing that it places the U.S. at a disadvantage in global competition, particularly against China [4]. - The Fed maintained the federal funds rate target range at 4.25% to 4.50% during its May 7 meeting, indicating a potential continuation of this rate in the coming months [6]. - The FOMC's May meeting minutes highlighted increased uncertainty in the U.S. economic outlook due to tariffs and policy instability, with rising unemployment and inflation risks [6]. Group 3: Market Implications - Trump's ongoing pressure on Powell raises concerns about the independence of the Federal Reserve, which is crucial for maintaining economic stability [8]. - The market's reliance on the Fed's independence is significant, as political interference could lead to instability in financial markets [8].

美联储戴利：美联储货币政策和美国经济处于良好状态。 ...

换资前言： 方向不对，努力白费，能让你生气的行情，说明你还没有驾驭的能力，震荡的时候想单边，单边的时候 想反转，你的习惯将是你最大的弱点，不要总是与行情对着干，多总结经验，暂时的失利，不代表什 么，经验靠积累，一个优秀的分析师会让你少走很多弯路。 近期有哪些消息面影响黄金原油走势？后市黄金多空该如何研判？ 周四（5月29日），现货黄金延续近期弱势格局，日内虽有所反弹但仍难以突破3320美元关口，连续第 四个交易日承压。美国联邦法院裁决暂停特朗普政府关税计划，市场风险偏好显著回升，权益市场大涨 削弱了黄金的避险吸引力。同时，本周三公布的美联储会议纪要显示，官员们在政策前景不明朗的情况 下倾向于维持利率不变，这进一步支撑美元走强，对金价构成压制。市场处于微妙的平衡状态。一方 面，美联储维持谨慎立场和美国经济数据向好提振了风险资产，权益市场的强劲表现分流了部分避险资 金。另一方面，地缘政治不确定性和美元长期走势存疑使得市场不敢过度看空黄金。当前市场参与度有 所下降，多数交易员选择观望，等待更明确的方向信号。恐惧与贪婪指数显示市场情绪偏向中性，既无 过度恐慌也无明显贪婪，这种平衡状态可能还会持续一段时间。 短期来看， ...

分析师：美国经济数据对美元形成压制 金十数据5月29日讯，随着法院裁定特朗普关税政策违规带来的市场热情消退，美国经济数据对美元形 成压制。美国一季度GDP萎缩幅度预估为0.2%，较初值0.3%有所收窄，这一优于预期的修正数据令预 测者意外。与此同时，裁员人数小幅增加。定于明日公布的个人消费支出通胀数据预计变化不大，仍将 高于目标水平。市场持续预期美联储将维持利率不变至9月，全年共计降息两次。 ...

Core Insights - Goldman Sachs COO Waldron highlighted the "significant resilience" of the U.S. economy and consumers [1] - The bond market has correctly shifted its focus towards U.S. fiscal issues [1] Group 1 - The U.S. economy is demonstrating strong performance despite challenges [1] - Consumer behavior reflects a robust capacity to withstand economic pressures [1] - The bond market's attention to fiscal matters indicates a shift in investor sentiment [1]

今晚，美国一系列重磅数据出炉。 值得注意的是，渣打银行突然对美元发出危险警告。渣打银行在最新发布的报告中表示，如果美国总统特朗普 的政策增加美国债务负担但未能提振美国经济，那么明年美元"重大"下跌的风险将会增加。 重磅数据出炉 北京时间5月29日，美国商务部经济分析局（BEA）公布的数据显示，美国第一季度实际GDP年化季率修正值 为下降0.2%，预期为下降0.3%。美国第一季度最终销售年化季率修正值-2.9%，前值-2.5%。美国第一季度企业 获利年化季率初值 -3.6%，前值5.9%。 美国一季度核心个人消费支出(PCE)物价指数年化季环比修正值为3.4%，略低于预期的3.5%，初值为3.5%；美 国第一季度核心PCE物价指数年率修正值 2.8%，前值2.8%。 根据BEA上月的初步估算，剔除通胀影响后的一季度GDP同比录得-0.3%，与去年第四季度2.4%的增长形成鲜 明对比。 BEA通常会公布三轮季度GDP增长数据，第二轮修正数据已于今晚发布。这一轮修正基于更多数据和更新后的 估算结果。 美国商务部经济分析局公布的数据显示，美国第一季度经济折合年率萎缩0.2%，预估为下降0.3%，这一数据 相较于此前公 ...

高盛总裁约翰·沃德朗：美国经济和消费者表现出巨大的韧性。 ...

Core Viewpoint - The market sentiment has improved significantly, leading to a cautious outlook on gold prices due to various economic factors and policy decisions [3][4]. Fundamental Analysis - U.S. Federal Court ruling against Trump's tariff policy has reduced concerns over international trade tensions, resulting in a rise in U.S. stock index futures and a continuation of the downward trend in spot gold [3]. - The Federal Reserve's May meeting minutes indicate a cautious stance on interest rate cuts, with a low probability of a rate cut in June (2.2%) and a higher probability in September (60%), which has made gold bulls wary [3]. - Strong consumer confidence data has bolstered views on the robustness of the U.S. economy, leading to a decrease in pessimism regarding economic conditions and a reduction in gold's safe-haven demand [3]. Technical Analysis - The daily chart shows gold has formed a pattern of three consecutive bearish candles, indicating a weak short-term outlook, with key support levels at 3243 and 3214 [5]. - On the four-hour chart, gold is in a downtrend, currently in the fifth wave of a decline from 3365, with immediate support levels at 3243 and 3235, and resistance levels at 3280-3290 [7].

Group 1 - The conference marks the 41st Annual Strategic Decisions Conference, featuring Wells Fargo's CEO Charlie Scharf [1][2] - Charlie Scharf has been serving as CEO and President of Wells Fargo since 2019 [2] - The discussion will focus on the current macroeconomic environment and its impact on consumer and corporate behavior [5] Group 2 - There is ongoing concern among consumers and businesses, but it has not significantly affected spending or credit behavior [6] - Strong consumer spending and credit performance are observed, alongside robust performance from corporate clients [6]

金十数据5月28日讯，荷兰国际集团分析师弗朗西斯科・佩索莱在一份报告中指出，由于市场对美国经 济增长放缓和预算赤字的担忧持续存在，美元的复苏可能仍较为有限。他表示，世界大型企业联合会5 月美国消费者信心调查数据的反弹推动了美元走强。然而，若要重建市场对美国经济增长的信心，仍需 更多积极数据支撑，而赤字担忧"短期内不会消散"。美元在短期内继续面临"下行风险"。"消费者信心 数据的上行意外降低了这些风险，但我们对追逐美元指数突破100关口仍持谨慎态度。" 荷兰国际：美元的复苏可能仍较为有限 ...