本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 【7月美国消费者通胀预期上升，就业市场看法改善】纽约联邦储备银行的一项月度调查表明，7月美国 消费者通胀预期有所上升，且对就业市场的看法得到改善。 纽约联储周四透露，消费者对未来一年通 胀率的预期从6月的3%微涨至3.1%。对未来三年通胀率的预期保持在3%，对未来五年通胀率的预期升 至2.9%，达到2月以来的最高水平。 通胀预期的上升会增强那些希望暂时按兵不动的美联储官员的立 场。今年以来，美联储一直维持利率不变，但越来越多投资者押注美联储将在9月的下一次政策会议上 降息。 在纽约联储的调查中，更多家庭反馈获得信贷的难度加大，认为未来三个月内可能无法偿还最 低还款额的比例也稍有上升。 不过，认为未来一年财务状况会改善的家庭占比连续第二个月增加，而 表示自己比一年前状况更差的受访者占比降至2022年1月以来的最低水平。 ...

新华社北京8月7日电 美国总统特朗普5日表示，他已拟定四位候选人名单来执掌美联储，并明确表示财政部长贝森特不在其中。美联储现任主席鲍威尔的 任期将于2026年5月结束，他屡被特朗普要求降息却始终未执行。美国媒体称他是特朗普的眼中钉。 y y 4, 28 r 24 T "两个凯文都不错" 特朗普所说的候选人包括白宫国家经济委员会主任凯文·哈西特和前美联储理事凯文·沃什。特朗普还表示正在考虑另外两个人选，但没有透露他们的姓名。 不过，特朗普说，财政部长贝森特已明确表示无意担任这一职务。 这是2022年8月18日在美国华盛顿拍摄的美联储总部大楼一角。新华社/法新 and the 146 Talling Ossip er designed Caractic - 165 ol session terize ck (1) 20 partic and the first of ttp: ENGLE 202 and and a 115 3 s ness s and 2 - simil n 成花 Texto: 19 the state NGERS POLICE t 2017 The Market 500 compute aga ...

Market Overview - US stock market closed higher, driven by a surge in Apple shares, as investors digested the latest corporate earnings and Trump's new tariff threats [1][3] - The Dow Jones increased by 81.38 points (0.19%) to 44,193.12, the Nasdaq rose by 252.87 points (1.21%) to 21,169.42, and the S&P 500 gained 45.87 points (0.73%) to 6,345.06 [3] Apple Inc. - Apple announced an additional $100 billion investment in US manufacturing, bringing its total investment in the US over the next four years to $600 billion [3] - A White House official indicated that Apple would largely be unaffected by tariffs imposed on India [3] Employment Data - The July non-farm payroll report showed an increase of 73,000 jobs, with previous months' data revised down by nearly 260,000 [3][4] - The unemployment rate slightly rose from 4.1% in June to 4.2% in July, raising concerns about a potential economic turning point [3][4] Federal Reserve - The Federal Reserve decided to maintain interest rates due to concerns over the impact of tariffs on inflation [4] - Fed Chair Powell noted that the stability of the labor market allows for more information gathering before adjusting rates [4] Corporate Earnings - 81% of S&P 500 companies that have reported earnings exceeded expectations, indicating strong corporate performance [5] - Notable performers included McDonald's, which reported better-than-expected revenue and earnings, and Arista Networks, which also saw a significant stock price increase due to strong earnings [5] - Conversely, Snap's stock plummeted due to slightly lower-than-expected revenue, and AMD's adjusted earnings per share fell short of expectations, leading to a decline in its stock price [5] Market Sentiment - Investor sentiment is currently cautious, with a focus on the quality of earnings rather than just exceeding expectations [5] - Michael Green from Simplify Asset Management noted that the market's reaction to positive earnings has been less enthusiastic than in the past, suggesting that expectations may have been too high [5]

Group 1 - The Federal Reserve's decision to maintain interest rates and the lack of indications for potential rate cuts have diminished the appeal of gold, especially in light of strong U.S. economic data [1] - The upcoming non-farm payroll report is crucial, with expectations of a 109,000 increase in July employment, but Standard Chartered Bank warns that the downside risks to employment figures are significantly higher than anticipated [1] - A weak employment report could accelerate expectations for Federal Reserve rate cuts and deepen the decline of the U.S. dollar, leading to broader market impacts [1] Group 2 - The volatility surrounding non-farm payroll data presents opportunities for traders to capitalize on price fluctuations, allowing for both upward and downward positioning [2] - The expert team at the company provides insights into the implications of employment data, such as rising unemployment rates and slowing wage growth, which could affect inflation trends [2] - Each non-farm payroll release serves as a critical moment for market logic re-evaluation and a test of traders' comprehensive skills [2]

1、逢低 3320 支撑考虑做多，止损 7 美元，目标看 3375-3380 美元附近 香港第一金技术面： 现货黄金在上周整体走势因近期美元走强而承压下跌。其中，在上周三金价一度跌破 3270 美元/盎司关 口，并创 1 个多月来最大单日跌幅，周四周五黄金稍微回升，特别是在周五的非农后更是直接大涨当晚 逾 60 美元，抹去此前全部跌幅。黄金非农多头冲击完全突破了预期，单边上涨幅度超过了 60 美金，下 方 3280 美元/盎司一线多次进行了触底反弹后 3300 美元/盎司一线，但是在非农数据利多刺激下突破压 制，一路猛涨突破上方多重压制，走出了多头的强势，让多头再次重现天日，本周一开始香港第一金陈 生建议继续保持回踩做多的趋势进行操作，下方关注 3330 至 3335 美元/盎司一线支撑，操作上继续保 持回踩做多的态势进行把握。 从 4 小时分析来看，本周上方短期阻力关注 3375-3380 美元/盎司附近，重点关注 3395-3400 美元/盎司 一线重要压制，下方关注 3330-35 美元/盎司一线支撑，保持回踩做多进行对待。中间位置尽量保持稳 健观望为主，首先可以确定的就是 3363 美元/盎司这里肯定 ...

Group 1 - Former President Trump calls for Federal Reserve Chairman Jerome Powell to resign, citing mistakes in interest rate decisions [2] - Trump criticizes Labor Statistics Bureau Director Erica McEntyre for allegedly inflating employment data ahead of the 2024 U.S. elections and demands her immediate dismissal [2] - The U.S. Labor Secretary announced the appointment of William Wyatroski as the acting director of the Labor Statistics Bureau, replacing Erica McEntyre [2]

Core Viewpoint - Former President Trump called for the resignation of Federal Reserve Chairman Jerome Powell, citing mistakes in interest rate policies [1] Group 1 - Trump highlighted the recent resignation of Federal Reserve Governor Adriana Kugler, appointed by President Biden, as a sign of accountability [1] - He stated that Kugler recognized Powell's errors regarding interest rates, implying that Powell should also resign for similar reasons [1]

Core Viewpoint - President Trump criticized Federal Reserve Chairman Jerome Powell for not lowering interest rates, suggesting that the Federal Reserve Board should take control if Powell continues to refuse to act [1][3] Group 1: Federal Reserve's Decision - The Federal Reserve decided to maintain the federal funds rate target range at 4.25% to 4.50%, marking the fifth consecutive time since early 2025 that rates have been held steady [3] - Two board members appointed by Trump, Vice Chair for Supervision Michelle Bowman and board member Christopher Waller, voted against the decision, advocating for an immediate 25 basis point rate cut, a rare occurrence since it is the first time since 1993 that two members opposed the rate decision simultaneously [3] Group 2: Trump and Powell's Relationship - Trump's ongoing demand for Powell to significantly lower interest rates highlights a long-standing disagreement between the two, with this latest criticism escalating their already tense relationship [3]

Core Viewpoint - The recent slowdown in the job market may prompt the Federal Reserve to consider interest rate cuts in their upcoming September meeting, highlighting the challenging balance they face amid economic slowdown and rising inflation pressures [1] Employment Market Analysis - The labor market had previously shown robust job growth, which reassured Federal Reserve officials about maintaining interest rates [1] - Significant downward revisions in employment data for May and June have altered this perspective [1] - Federal Reserve officials have reduced their focus on overall job growth due to a simultaneous decline in labor force growth [1] Unemployment Rate Insights - The stability of the unemployment rate may mask underlying weaknesses, as a decrease in job seekers coincides with a drop in job vacancies [1] - Federal Reserve Chairman Powell emphasized the "downside risks" in the labor market, suggesting that actual weakness could justify policy easing [1]

Group 1 - The core viewpoint of the article highlights concerns from Federal Reserve officials Christopher Waller and Michelle Bowman regarding the potential negative impact of the Fed's reluctance to lower interest rates on the labor market [1][2] - Waller and Bowman voted against the Fed's decision to maintain the benchmark interest rate unchanged for the fifth consecutive time, both favoring a 25 basis point cut [1] - They emphasized signs of a weakening labor market, contrasting with Fed Chair Jerome Powell's description of the labor market as overall solid [1][2] Group 2 - Waller expressed that the cautious approach of waiting may not adequately balance the risks of the outlook and could lead to policy lagging behind the situation [1] - Bowman noted that the vitality of the labor market has diminished and is showing increasingly fragile signs [1][2] - The statements from Waller and Bowman were made shortly before the release of the latest government employment report, which is expected to show slowing job growth and rising unemployment [2] Group 3 - Powell indicated that he expects inflation data to begin reflecting the greater impact of tariffs in the coming months, stressing the need to ensure tariffs do not lead to sustained inflation [3] - Waller mentioned that the impact of tariffs on prices has been minimal so far, and the labor market could deteriorate before clear information on tariffs is available [3] - Bowman warned that delaying action could lead to further deterioration of the labor market and a slowdown in economic growth, advocating for a focus on employment risks as inflation moves towards the 2% target [3]