美国旧金山联储主席戴利（2027年FOMC票委）：美联储当前的政策合适；对通胀风险高度敏感。 ...

Core Viewpoint - The Federal Reserve, represented by Harker, aims to avoid overreacting to trade tensions, indicating that future policies may counteract the effects of trade policies [1] Group 1 - The Federal Reserve's stance suggests a measured approach to trade issues, emphasizing the importance of not overreacting [1] - Future policy decisions may be designed to mitigate any negative impacts arising from trade policies [1]

Core Viewpoint - The article discusses the recent performance of major US tech stocks, the implications of credit rating downgrades, and the contrasting behaviors of retail and institutional investors in the current market environment [2][5][12]. Group 1: Stock Performance - All major US tech stocks, except Tesla, experienced declines, with Tesla showing a slight increase of 1.09% to $345.815, while Google, Facebook, Amazon, Apple, Microsoft, and Nvidia saw decreases ranging from -0.05% to -1.89% [3][4]. - The S&P 500 index has been on a six-day winning streak, approaching historical highs, with only a 3% increase needed to reach bull market territory [6][8]. Group 2: Credit Rating Downgrades - Moody's downgraded the credit ratings of major US banks, including JPMorgan Chase and Wells Fargo, following a previous downgrade of the US sovereign credit rating, indicating a rare blow to the US financial system that may increase borrowing costs [4][8]. - Analysts suggest that the recent downgrade is less shocking compared to past downgrades, as the market had already anticipated such actions, leading to limited immediate impact on stock prices [8][9]. Group 3: Investor Behavior - Retail investors have shown significant enthusiasm, with net purchases of US stocks reaching a record $4.1 billion on May 19, marking a historical high for that time period [12][14]. - The proportion of retail investors holding US stocks has increased to 30%-40%, contrasting with institutional investors who are becoming more cautious and reallocating funds to other assets [14][18]. Group 4: Market Risks and Outlook - Despite the recent stock market rally, there are warnings about underestimating risks, including high US deficits and potential inflationary pressures from tariffs [17][18]. - Analysts predict that if the Federal Reserve maintains a tight monetary policy, US stocks may face pressure, and the expected annualized return for the next five years could decline from 15%-20% to 5%-10% [10][18][19].

期货热点追踪 美联储政策迷雾叠加地缘风险缓和，黄金白银方向选择或进入倒计时？ 相关链接 ...

现货黄金： 消息面：由于交易员评估乌克兰和平谈判的最新进展，黄金价格在前一交易日上涨超过1%后小幅走 低。特朗普和普京的通话似乎没有取得任何重大突破，但特朗普表示，莫斯科和基辅"将立即开始停火 谈判"。与此同时，美联储几位官员定于周二晚些时候发表讲话，可能会让美联储的政策前景更加明 朗。日内无重点关注数据及事件，可留意次日凌晨1点的2025年FOMC票委、圣路易联储主席穆萨莱姆 就经济前景和货币政策发表讲话。 技术面：黄金昨日小幅高开走高触及3250一线后回补缺口触及3205附近低点后行情再次拉升，最高触及 3249附近区间整理，日线最终收线在3230一线以一根上影线很长的小阳线收线，而当下日线两阴加一 阳，昨天又没破底，从日线的角度来看，今天预期还是探底回升的概率偏大！短期重要压力位置在3252 附近；破位上看3265-3272附近；晚间如果强势破位3272一线，那么多头将试探3310附近滞涨！下方重 点支撑位置是3225的支撑带；破位下看3218-3207一线！综合分析：晚间预计在3310-3200区间震荡，个 人建议低多为主！GOLD分水岭：3227美元/盎司！现报价：3235一线！ 晚间黄金操作建议： ...

美联储副主席杰斐逊：美联储的政策处于非常良好的状态。 ...

美联储副主席Jefferson：美联储的政策处于非常好的状态。 ...

美联储威廉姆斯：政策略有限制性，处于良好状态。 ...

死灰复燃的通胀以及亮眼的就业数据同步存在，这就给了美联储暂缓降息的借口，不过随着关税政策对 于美国经济影响的逐渐凸显，美联储的政策肯定会迎来反复，任何超出预期的举动，都会导致黄金多空 易势，唯一可以肯定的是，黄金巨幅波的局面还将持续！ （图源/网络） 热辣行情一触即发，皇御贵金属前瞻财经数据连连看： 5月20日 澳洲联储利率决议 5月以来，黄金犹如坐上了过山车，先是两日内强势拉升将近200美元，而后又光速坠机，单日暴跌超70 美元，此番剧烈波动引爆市场交投热情！目前随着美联储再度按兵不动，全球地缘冲突此起彼伏，黄金 多空也是各展神通，单边行情随时可能上演！为此，皇御贵金属$50000"粽"磅礼限时放送，即日起至6 月9日，新客仅需在皇御贵金属激活MT4账户，注资$200起，即可领赠金啦！ （图源/皇御贵金属官网） 美联储鹰气十足，降息遥遥无期？ 自从特朗普祭出关税大棒之后，美国经济前景就一直被看衰，特朗普自己也一直迫切希望美联储能配合 降息，甚至为此还威胁过要替换鲍威尔，但是美联储行事有着它资深的考虑，对于美联储而言，就业和 通胀就是它最关心的问题。 美国4月份的非农就业人数，录得新增17.7万人，远超预期的 ...

Group 1 - Current spot gold trading at $3185.15 per ounce, down $54.51 or 1.68% year-on-year, with a high of $3251.82 and a low of $3153.99 [1] - Federal Reserve's Bostic expects one rate cut this year due to uncertainty [1] - Powell indicates the Fed is adjusting its policy framework, with zero interest rates no longer a baseline scenario, and anticipates April PCE to drop to 2.2% [1] Group 2 - Barclays has revised its economic growth forecast for the U.S. from -0.3% to 0.5%, no longer expecting a recession in the second half of 2025 [1] - Technical analysis shows diminishing bullish momentum in gold prices, with increasing bearish strength indicated by MACD and RSI indicators [1] - Key support level for gold is at $3060 per ounce, while resistance is at $3285 per ounce, suggesting potential trading strategies [1]