Group 1 - The U.S. economy expanded at a rate of 4.3% in the third quarter, marking the fastest growth in two years, which President Trump attributes to tariffs, stating that the situation will only improve further [1][3]. - The Trump administration is attempting to revoke thousands of asylum applications nationwide, arguing that these individuals can be deported to third countries that are not their countries of origin [1][3]. - Approximately 25,000 individuals have expressed interest in joining the Trump administration's engineering team, known as the "Tech Task Force" [5]. Group 2 - The U.S. has deployed a significant number of special operations aircraft and transport planes to the Caribbean region, providing more options for potential military actions in the area [1][3]. - There is a notable phenomenon in the stock market where good news no longer leads to market gains, as concerns about potential interest rate hikes to prevent inflation dominate Wall Street's reactions [2][4]. - The U.S. Supreme Court has preliminarily ruled that the Trump administration cannot send National Guard troops to the Chicago area, which is seen as a significant setback for the administration [2][4].

2025.12. 24 本文字数：559，阅读时长大约1分钟 据央视新闻，美国总统特朗普22日称，他在与法国总统埃马纽埃尔·马克龙就药品价格的一次交锋中 利用"关税大棒"迫使对方屈服。 据悉，特朗普在佛罗里达州海湖庄园描述当时情形时称："我说：'埃马纽埃尔，你们必须提高药 价。'他回答：'不、不、不，我们不会这样做。'" "你必须这样做。"特朗普坚持道，马克龙则继续拒绝。 "埃马纽埃尔，你会这样做的，百分之百会。请现在就答应。"特朗普仍不罢休。 马克龙还是不答应。特朗普于是威胁道："如果你不这样做，我就要对法国卖到美国的一切东西征收 25%的关税。" 按照特朗普的说法，马克龙随后回答"我明白了"，接受了他的要求。 相关消息称，特朗普先前屡次要求欧洲国家提高当地药价，他认为欧洲国家"药价低"，制药商为了 确保能获得较高利润，得在美国市场上提高药价。 更多最新消息： 住建部研判未来五年楼市新趋势；特朗普：不同意其观点的人不会成为美联储主席；日本核反应堆 20毫升含放射性水泄漏丨早报 2026阿驴「躺赢日历」限量发售中 12个月，12个我，陪你轻松一整年～ 但希望每月翻到新一页的你 都能看到一份不一样的祝福 和一个 ...

衡量美国人对短期收入、商业状况和就业市场预期的指标保持在70.7不变，但仍远低于80——通常被视为可能预示经济衰退的信号。这一指标已 连续11个月低于80。 与此同时，消费者对当前经济状况的评估下降9.5点至116.8。调查显示，尽管特朗普反复宣称"通胀是一场骗局"，但物价上涨和通胀依然是消费 者最大的担忧，关税问题紧随其后。 世界大型企业研究会首席经济学家Dana Peterson指出："消费者在回复中提及的影响经济因素，仍主要集中于物价与通胀、关税与贸易以及政治 议题。"她补充道："不过，12月问卷中关于移民、战争以及个人财务状况相关话题的提及频率有所上升。" 12月24日，由于美国物价高企以及特朗普大规模加征关税政策的影响，美国消费者对经济的信心在12月继续受到冲击。 美国研究机构世界大型企业研究会周二发布的初步调查数据显示，美国12月消费者信心指数跌至89.1，为连续第五个月下滑，低于11月修正后的 92.9，为今年4月以来最低水平。 美国劳工部上周发布数据显示，11月非农部门新增就业岗位6.4万个，表现尚可；但10月就业人数锐减10.5万。值得注意的是，11月失业率升至 4.6%，创2021年以来新 ...

Tariffs, rising inflation and fewer new jobs cast a pall over the economy in 2025. Next year might be different. ...

【导读】美股震荡，黄金、白银、铜都创下了历史新高 大家好，今晚继续关注海外市场表现。 美股震荡上涨 12月23日晚间，美股三大指数震荡微涨。 黄金、白银、铜，盘中创历史新高 23日晚间，市场另一个关注点，就是大宗商品的表现。 其中，黄金和白银双双大涨并刷新历史新高。现货白银一度上涨2.4%，首次突破每盎司70美元；黄金则逼近每盎司4,500美元，在创 下逾一个月来最大单日涨幅后继续走高。 。 伦敦银 (现货白银) CFD 、 く 期 XAG 69.61 +0.59 +0.85% t a same 12-23 23:52:00 今开 持仓量 69.08 最高 70.65 振幅 昨结算 2.65% 最低 68.82 69.02 美元指数 98.1195 -0.1846% > 周K 月K 分时 五日 日K 更多, (0) - 均价:69.54 最新:69.61 +0.59 +0.85% 70.65 2.36% 0.00% 67.39 -2.36% 18:30 06:00 07:00 ------------------ 今年以来金价已上涨超过三分之二，有望创下自1979年以来最佳年度表现。 美股走势反复，美国商务部 ...

另一个关键风险是美联储可能出现政策错误。今年美国经济即使面对相对较高的利率，但仍然表现稳健 的情况下，有市场人士质疑美联储是否需要进一步减息。这显示美联储对中性利率的估算，即既不会过 度刺激亦不会过度抑制经济的利率水平可能过高。其中性利率的中位数预测目前约为3%，但当前利率 处于4至5%以上，而美国经济仍保持强劲增长，将目标定于3%的利率可能过于宽松。如美联储坚持这 一观点并进一步减息，或会引发通胀上升，从而导致政策失误。 通胀可能成为更大的忧虑，因为投资市场目前似乎低估这个风险。尽管美元转弱带来挑战，但拥有跨国 业务的美国公司可能因美元疲弱而增加收入，因为这会降低其商品及服务在海外市场的价格。 施罗德投资管理表示，尽管今年初，投资者曾因美国关税上升、美元转弱，以及环球资金流出美国等问 题感到忧虑，但美国经济的增长前景仍然稳健，美股两大指数——标普500指数及纳斯达克指数已创下 历史新高。美联储的减息决定亦可能利好投资市场，因为历史证明，减息若发生于经济增长期(而非经 济衰退期)，对股市的影响通常是正面的。施罗德指出，"增长空间"是指一些长期增长前景被市场低估 的公司，投资者可通过寻找"资本增长空间"实现超越 ...

Economic Growth - The U.S. economy is forecasted to show strong growth in the third quarter, with median annualized growth expected at 3.2%, attributed to a significant pullback in imports following earlier increases due to tariffs [1][12] Investor Sentiment - Investor sentiment has reached extreme bullish levels at 8.5, which historically precedes market pullbacks, with global equities typically declining a median of 2.7% over the following two months [2][3][13] - The Fund Manager Survey indicates the most bullish sentiment in 3.5 years, driven by expectations of rate, tariff, and tax cuts [3][13] Market Performance - S&P 500 futures increased by 0.2% and Nasdaq futures rose by 0.3%, reflecting a prevailing fear of missing out among investors [6][13] - Japan's Nikkei index rose by 1.5%, benefiting from a decline in the yen, which is expected to enhance export earnings for Japanese companies [7][13] Currency Movements - The yen reached record lows against the euro and Swiss franc, prompting concerns from Japan's currency officials about excessive declines and potential intervention [8][13] - The dollar was steady against a basket of currencies, having gained 0.3% recently, with a potential target of 158.00 for further upward movement [9][13] Equity Inflows - Equity markets experienced record inflows of $98 billion last week, primarily driven by U.S. equity funds, while Chinese equity funds saw significant inflows as well [10][13] Commodity Prices - Silver prices reached a new record at $67.48 per ounce, marking a year-to-date gain of nearly 134%, while gold rose to $4,362 per ounce [11][13] - Oil prices increased following U.S. actions against Venezuelan oil tankers, with Brent crude rising to $60.88 per barrel and U.S. crude to $56.89 per barrel [11][13]

The contradiction between price and valuation is particularly striking given the current economic environment. While earnings have remained strong, the premium that investors are willing to pay for each dollar of profit has reached levels that don't leave any room for financial error. The "Magnificent Seven" tech stocks are also responsible for a disproportionate share of any gains, creating a top-heavy market structure that is increasingly vulnerable to any disruptions in global trade or corporate margins. ...

Report Industry Investment Rating - Gold: ★☆☆ (indicating a bullish bias but with limited operability in the market) [1] - Silver: ★☆☆ (indicating a bullish bias but with limited operability in the market) [1] Report's Core View - This week, US non - farm data verified the economic cooling trajectory. Fed Governor Farrer said monetary policy is in a restrictive range with room for rate cuts, and the employment market suggests the Fed should continue to cut rates, with the interest rate 50 to 100 basis points higher than the neutral rate. Gold has been blocked at record highs in recent days and pulled back. Attention should be paid to whether it can break through and refresh the record high. If the breakthrough is confirmed, the strong performance of precious metals is expected to continue. Tonight, focus on US GPI data and weekly initial jobless claims [1]. - The continuous rally of platinum and palladium on the GZEX, the shift of funds in the precious metals sector, and the prospects of large - scale hydrogen energy application during the "14th Five - Year Plan" period have brought higher premiums to platinum and palladium. With active trading, the market is pricing in the expected supply gap on the fundamental side. Due to the brittle supply and small market size, platinum and palladium are good long - allocation varieties. However, due to the large short - term increase, beware of the short - term multi - killing - multi market caused by funds leaving at high levels. Adopt the idea of long - allocation on pullbacks in the medium term [2]. Other Summaries - The US media reported that if Putin refuses the Russia - Ukraine peace agreement, the US will impose new sanctions on Russia's "shadow fleet", and the White House responded that there is no new decision for now [2]. - The US media reported that the US and Russia will hold talks on the Russia - Ukraine conflict in Miami this weekend [2]. - A joint Fed survey shows that tariffs continue to trouble enterprises, and they expect prices to rise by 4% next year [2]. - According to US media, the Trump administration's recent move to block oil tankers off the Venezuelan coast is the latest manifestation of its "gradual pressure" strategy against Venezuelan President Maduro, aiming to oust Maduro through continuous isolation and squeezing rather than immediate large - scale domestic actions [2].

美国上周初请失业金人数有所下降，扭转了前一周的激增趋势，表明12月份劳动力市场状况保持稳定。 周四公布的数据显示，美国截至12月13日当周初请失业金人数经季节性调整后下降了1.3万人，至22.4万 人，略低于经济学家预测的22.5万。截至12月6日当周续请失业金人数189.7万人，市场预期为193万人。 截至12月13日当周初请失业金人数四周均值为21.75万人。 美国劳工统计局周二公布，11月份非农就业人数增加了6.4万人。尽管11月份失业率高达4.6%，为2021 年9月以来的最高水平，但由于长达43天的政府停摆，美国劳工统计局未能公布10月份的失业率数据， 导致失业率数据出现偏差。这场历史上持续时间最长的政府停摆阻碍了家庭数据的收集，而这些数据对 于计算10月份的失业率至关重要。 近几周来，美国失业金申请人数波动较大，反映出感恩节假期前后数据调整的挑战。不过，劳动力市场 整体状况变化不大，雇主不愿增加招聘，但也没有进行大规模裁员。经济学家表示，美国总统特朗普实 施的大规模关税对企业造成了意想不到的冲击，企业因此缩减了招聘规模。 里士满和亚特兰大联邦储备银行与杜克大学福库商学院联合进行的一项针对548位首 ...