他表示，根据参议院民主党人与白宫正在磋商中的方案，国土安全部将获得临时拨款。 美国参议院多数党领袖约翰·图恩表示，参议院正"更接近"达成协议，以避免在当前拨款于周五晚到期 后政府停摆。 他表示，根据参议院民主党人与白宫正在磋商中的方案，国土安全部将获得临时拨款。 责任编辑：王许宁 美国参议院多数党领袖约翰·图恩表示，参议院正"更接近"达成协议，以避免在当前拨款于周五晚到期 后政府停摆。 责任编辑：王许宁 ...

智通财经APP获悉，据知情人士透露，美国参议院民主党高层与特朗普政府为避免政府停摆而进行的谈 判，已更接近民主党的要求。该人士周三晚间表示，目前尚未达成协议。若无协议，包括国防部、卫生 与公众服务部在内的联邦政府多个部门资金将于周六耗尽。 纽约州参议院民主党领袖查克·舒默坚持要求共和党人同意，在周五之后维持政府运转的大规模支出法 案中，剔除对国土安全部的长期拨款。 本月联邦探员在明尼阿波利斯市导致两名美国公民死亡的事件后，两党部分参议员表示，他们可能支持 一项针对国土安全部拨款的短期权宜措施，以便为双方就移民执法行动的潜在限制措施争取更多讨论时 间。 舒默及其他民主党人提出了一系列修订提议，包括要求执法人员放弃佩戴口罩、佩戴随身摄像头以及在 进入民宅前获得搜查令。他们还呼吁停止移民扫荡行动。 参议院定于美东时间周四上午11:30就支出法案进行首次程序性投票。任何一名参议员都可能通过程序 性行动触发短暂的政府停摆。 参议院多数党领袖约翰·图恩周三并未排除拆分支出法案以避免停摆的可能性，称他希望保留"可选 项"。但他明确表示，更倾向于保持法案完整，并指出任何修改都需获得众议院通过，而在众议院，法 案通过仍存不确定 ...

今日周四(1月29日)亚盘时段，白银期货目前交投于30323一线上方，今日开盘于28900元/千克，截至发 稿，白银期货暂报30896元/千克，上涨8.53%，最高触及30986元/千克，最低下探28632元/千克，目前来 看，白银期货盘内短线偏向震荡走势。 【要闻速递】 周四，美国总统特朗普与参议院民主党领袖舒默正推进磋商，双方讨论的核心方案是，将为国土安全部 提供资金的立法从一项包含六项支出的综合拨款法案中单独剥离。该综合法案旨在为军方、卫生项目等 其他机构提供本财年剩余资金。同时，国会考虑为国土安全部运营提供一项短期延期拨款，以确保运输 安全管理局、海岸警卫队等关键服务不中断。 但民主党人要求参议院多数党领袖约翰·图恩剥离其中涉及国土安全部的法案，并就移民机构政策改革 重新谈判。参议员们普遍预计该法案周四将无法推进，这将迫使他们转向备选方案。 若无法就现有资金方案达成协议，美国部分政府部门将于本周六开始停摆。共和党人私下希望，即便出 现部分停摆局面，他们也能在下周一或下周初前通过谈判找到解决方案。 【最新白银期货行情解析】 沪银上移支撑到28500，周一周二两次低多都看了29200/29300目标，现在 ...

（来源：新华日报） 来源：滚动播报 据新华社电 国际黄金期货和现货价格北京时间28日双双连续涨破每盎司5200美元和5300美元重要整数 关口，接连创下历史新高。 分析人士指出，受地缘政治紧张局势加剧、美国政府施压美联储降息、美国消费者信心指数跌幅超预 期、美国联邦政府可能再次陷入"停摆"等多重因素刺激，投资者避险情绪高涨，从而推动黄金价格持续 上涨。加拿大蒙特利尔银行认为，黄金等避险资产价格强劲上涨反映了全球市场格局的转变，多重不确 定性因素主导了投资者情绪。 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call primarily discusses the **Global Macro Environment** with a focus on currency fluctuations, particularly the **US Dollar (USD)**, and its implications for various markets and economies. Core Insights and Arguments 1. **USD Weakness**: The USD has weakened sharply, with the DXY index dropping to **96.2**, a decline of **0.9%**. This is attributed to President Trump's comments indicating he is unconcerned about the dollar's decline, suggesting it should "just seek its own level" [5][2][1]. 2. **Market Reactions**: The weakening dollar has led to a sell-off in long-end rates as market participants speculate on potential FX interventions. The US 10-year yield rose to **4.24%**, an increase of **2.6 basis points** [5][2][1]. 3. **Safe-Haven Assets**: Investors are migrating towards safe-haven currencies and gold, which has increased by **3%** to nearly **$5,200/oz**. The Swiss Franc (CHF) gained **2%** against the USD, while the Euro (EUR) surpassed **1.20**, a high not seen since 2021 [5][2][1]. 4. **Oil Prices**: Brent oil prices climbed by **3%** to nearly **$68/bbl** due to weather-related supply disruptions, with US oil production reportedly losing up to **2 million barrels per day**, approximately **15%** of national output [5][2][1]. 5. **Inflation Expectations**: Rising oil prices and a weakening USD have boosted inflation expectations, leading to a steepening of the US rates curve. Long-end rates underperformed, while front-end rates strengthened following a miss in consumer confidence data [5][2][1]. 6. **Emerging Markets Performance**: Emerging market currencies, particularly in Latin America, have outperformed amid the dollar's decline. The Brazilian Real (BRL) appreciated by **1.9%** against the USD [5][2][1]. Additional Important Insights 1. **Government Shutdown Speculation**: Prediction markets are pricing in a potential partial government shutdown, with Senate Republicans hesitant to pass the Homeland Security funding bill separately from other unpassed funding bills [5][2][1]. 2. **Japanese Yen (JPY) Movements**: The JPY gained **1.3%** to approximately **152.6 per USD** as Japan's Finance Minister reiterated intentions to coordinate FX actions with the US [8][2][1]. 3. **UK Fiscal Concerns**: Long-end gilts sold off due to fiscal concerns following the UK government's announcement of tax breaks for businesses, indicating potential instability in the UK bond market [8][2][1]. 4. **Central Bank Actions**: The Bank of Chile (BCCh) maintained its policy rate at **4.50%**, signaling a flexible stance that may allow for future cuts, while the National Bank of Hungary (NBH) kept its rate at **6.50%** but hinted at possible cuts if conditions stabilize [10][14][1]. This summary encapsulates the key points discussed in the conference call, highlighting the macroeconomic environment's impact on currencies, commodities, and market expectations.

Core Viewpoint - The article discusses the decline of the US dollar against major currencies, attributed to market concerns over the unpredictability of the Trump administration's policies, despite Trump's claims of the dollar's strong performance [1][3]. Group 1: Dollar Performance - The dollar index fell to its lowest level since February 2022, reaching 95.566, following Trump's comments [3]. - The dollar has depreciated over 9% since 2017, marking its worst annual performance, with significant declines against the euro, pound, and Swiss franc [3][5]. - The dollar experienced its largest three-day drop since April of the previous year, influenced by various factors including government spending and market volatility [3][5]. Group 2: Market Reactions - Traders are closely monitoring potential joint currency interventions by the US and Japan, as well as the upcoming Federal Reserve interest rate decision [3][7]. - The market is experiencing heightened volatility, with indicators remaining high and a weak sentiment in the bond market, particularly concerning Japanese government bonds [5][7]. - Analysts suggest that the threat of a government shutdown may further depress the dollar, prompting investors to reconsider their exposure to US assets [5]. Group 3: Global Economic Context - The article highlights that the global stock market has seen significant gains, with the S&P 500 underperforming compared to other markets since Trump's inauguration, indicating a shift in investment preferences [6]. - The potential appointment of a new Federal Reserve chair who supports lower interest rates could exacerbate the dollar's weakness [6]. - The geopolitical nature of current US policies is seen as a departure from previous economic measures, contributing to increased concerns over dollar exposure [7].

两党各执一词 从上周开始，参议院少数党领袖、民主党参议员舒默敦促共和党人重新起草国土安全部的拨款法案，并 暗示其他5项拨款法案可以不受此影响继续推进，但是，参议院共和党人则希望推进所有6项法案，包括 给国土安全部的拨款法案。 在明尼苏达州枪击事件发生后，民主党方面希望联手共和党议员，削减国土安全部的资金，从而限制后 者的行动。然而，任何修改都需要众议院采取进一步行动，而众议院目前正在休会，直到2月2日才会复 会。 尽管多名民主党成员誓言将投下反对票，但一些民主党人也对距离上次联邦政府关门危机不到三个月 后，再次将联邦政府机构推向关门的边缘感到担忧。一些民主党人称，根据共和党去年通过的一项法 案，移民及海关执法局（ICE）和边境巡逻队无论如何都会获得资金，而其他国土安全部机构，例如联 邦紧急事务管理局和运输安全管理局（TSA），会受到政府关门的影响。 美国联邦政府的运作资金将在1月30日告急。 时隔2个多月，美国联邦政府恐再度面临"停摆"危机。 当地时间1月26日，美国国会参议院多名民主党参议员表示，在明尼阿波利斯地区两度爆发联邦执法人 员枪击当地居民的事件后，他们将投票反对一项包含给美国国土安全部拨款的法案， ...

前情回顾：2025年10月1日以来美国政府刚结束历史上最长的停摆，但两党并未真的达成一致，而是将事情通过 CR（持续决议）拖至1月30日。 近期发酵：本身博彩网站预期政府停摆的风险已跌至11%，但近期明尼苏达州的枪击事件引发参议院民主党人强 烈反对，导致政府停摆风险飙升。 近期发酵：本身博彩网站预期政府停摆的风险已跌至11%，但近期明尼苏达州的枪击事件引发参议院民主党人强 烈反对，导致政府停摆风险飙升。 美国政府为何再次陷入停摆风波？ 美国政府为何再次陷入停摆风波？ 前情回顾：2025年10月1日以来美国政府刚结束历史上最长的停摆，但两党并未真的达成一致，而是将事情通过 CR（持续决议）拖至1月30日。 ...

在美联储会议召开前，美国国债收益率在数据陈旧和政治紧张局势升温的情况下保持稳定。因10月份政 府停摆而推迟公布的数据显示，11月份耐用品订单增长5.3%，高于《华尔街日报》调查的经济学家平 均预期的4.5%，10月份数据修正为下降2.1%。市场预计美联储将在周三维持利率不变，美联储主席鲍 威尔可能会面临有关该央行独立性的提问。政府停摆的威胁增加，因为民主党人将支持拨款与调整移民 执法挂钩。10年期美国国债收益率为4.227%，2年期美国国债收益率为3.605%，均与周五基本持平。华 尔街日报美元指数持平，黄金上涨1.5%。 来源：滚动播报 ...

Group 1 - Senate Republican leaders plan to reject the Democrats' request to split the Department of Homeland Security funding and push for a comprehensive spending bill to avoid a government shutdown [1] - The temporary funding bill passed by Congress in December is set to expire at the end of the month, necessitating a new funding bill to prevent federal agencies from closing [1] - The House of Representatives, controlled by Republicans, has passed a funding bill effective until September 30, but it still requires Senate approval [2] Group 2 - The Senate requires at least 60 votes for the government funding bill to pass, necessitating support from several Democratic senators despite the Republican majority [2] - The likelihood of another government shutdown is increasing as more Democratic senators withdraw support for the funding bill [2] - Without concessions from either party, funding for most federal departments will run out by January 31, disrupting operations of multiple agencies including the Department of Defense and the Department of Health and Human Services [2]