来源：滚动播报 高盛资产管理多元资产解决方案全球联席首席投资官亚历山德拉·埃利桑多表示，今日公布的CPI数据是 一份值得欢迎的硬数据。尽管如此，随着市场日益关注美联储独立性的风险，通胀数据可能将从主要的 市场触发因素转变为背景约束因素。仍倾向于做多风险资产，避免追逐短期新闻热点，转而布局具有持 续性、可交易性的主题。 ...

责任编辑：陈钰嘉 纽约梅隆银行的首席执行官Robin Vince表示，美国司法部对美联储的攻击对特朗普政府提振美国经 济、优先考虑可负担性的目标而言"适得其反"。 Vince周二在媒体电话会议上表示，美联储的独立性长期以来对经济和资本市场大有裨益，动摇美国债 券市场的这一根基反而可能与白宫目标背道而驰。 他指出："质疑债券市场的基本原则之一，实际上恰恰有可能产生反作用。当前采取有损该议程的行 动，似乎并非明智之举。" 纽约梅隆银行的首席执行官Robin Vince表示，美国司法部对美联储的攻击对特朗普政府提振美国经 济、优先考虑可负担性的目标而言"适得其反"。 Vince周二在媒体电话会议上表示，美联储的独立性长期以来对经济和资本市场大有裨益，动摇美国债 券市场的这一根基反而可能与白宫目标背道而驰。 他指出："质疑债券市场的基本原则之一，实际上恰恰有可能产生反作用。当前采取有损该议程的行 动，似乎并非明智之举。" 新浪合作大平台期货开户 安全快捷有保障 责任编辑：陈钰嘉 新浪合作大平台期货开户 安全快捷有保障 ...

1. Fed Independence Under Fire The Justice Department's criminal investigation into Fed Chair Jerome Powell escalated into an unprecedented institutional crisis, drawing condemnation from former Fed chairs Janet Yellen, Ben Bernanke, and Alan Greenspan. ...

Market Overview - European stocks showed mixed results while US stock index futures declined as investors weighed the geopolitical situation in Iran and the criminal investigation into Federal Reserve Chairman Powell [2][16] - As the earnings season intensifies, traders are preparing for a dual test with bank earnings and inflation data [2][16] Stock Performance - Dow futures fell by 0.14%, S&P 500 futures dropped by 0.15%, and Nasdaq futures decreased by 0.27% [3][17] - The Stoxx Europe 600 index remained flat, with regional markets showing mixed performance; declines in construction companies offset gains in bank stocks [4][18] Key Economic Indicators - Investors are awaiting the US Consumer Price Index (CPI) data for December, expected to be released at 9:30 PM Beijing time, to gauge market direction [4][18] - The market anticipates that the core CPI, excluding food and energy, will rise to 2.7% year-on-year in December [21] Currency and Commodity Movements - The US dollar strengthened slightly after a significant drop, influenced by Republican opposition to the investigation into Powell [5][19] - Brent crude oil prices surpassed $64 per barrel following President Trump's announcement of a 25% tariff on countries trading with Iran [21][22] Company-Specific Developments - JPMorgan Chase is set to kick off the major bank earnings disclosure, with investors closely monitoring its performance [4][18] - Delta Air Lines shares fell over 4% as the company projected adjusted earnings per share for 2026 between $6.50 and $7.50, below market expectations of $7.20 [24] - Intel shares rose over 3% and AMD shares increased by about 2% after KeyBanc Capital Markets upgraded their ratings to "overweight" [25] - L3Harris stock surged by 13% following a proposed $1 billion investment from the US Department of Defense [26] - Revvity shares climbed nearly 6% after reporting Q4 revenue that exceeded expectations [26]

来源：滚动播报 摩根大通首席执行官戴蒙称，美联储的独立性不可或缺。 ...

12日，包括三名美联储前主席在内的美国十余名前财经要员发表联合声明，批评特朗普政府对联邦储备 委员会主席鲍威尔发起刑事调查。声明说，调查将削弱美联储的独立性。签署这一声明的三名美联储前 主席分别是珍妮特·耶伦、本·伯南克和艾伦·格林斯潘，此外美国财政部前部长和白宫经济顾问委员会前 主席等前财经要员也参与了声明的联署。声明说，美联储的独立性对美国经济表现至关重要，而对鲍威 尔的刑事调查企图削弱美联储的独立性。声明强调，这种前所未有的做法可能给通胀形势和整体经济运 行带来极为不利的影响。（央视财经） 来源：滚动播报 ...

普遍共识认为，独立的央行对任何发达经济体都至关重要，只要看看土耳其或阿根廷，就能明白让行政 权力干预国家货币当局会有多具灾难性。 对于美联储，其甚至是全球金融的基石，美国总统特朗普干预美联储就是越过红线，意味着招致恐慌和 潜在的厄运。但话说回来：人生苦短，何妨一试（YOLO）？ 司法部向美联储主席鲍威尔发出刑事调查传票的消息，仅仅让金融市场受到了短暂且温和的惊吓。至于 那些视美联储独立性为底线问题的美国企业领袖们呢？他们同样无动于衷，至少在公开场合是这样。 过去一年里，随着特朗普无休止地施压要求降低利率，鲍威尔一直是特朗普最喜欢的出气筒。鲍威尔在 上周日晚间发表声明，透露联邦检察官正在调查美联储和他本人，表面理由是鲍威尔关于美联储总部翻 修成本超支的国会证词。 然而，这种私下的恐慌并没有公开的迹象。没有任何大型企业、贸易团体或CEO站出来表达他们对美联 储的担忧，而美联储设定利率的权力直接影响着企业的运营方式。 代表美国最大公司CEO的商业圆桌会议（Business Roundtable）未回应置评请求。 Sonnenfeld指出了哈雷戴维森（Harley-Davidson）的例子。2018年特朗普第一个任期 ...

Market Overview - US stock index futures are all down, with Dow futures down 0.14%, S&P 500 futures down 0.15%, and Nasdaq futures down 0.27% [1] - European indices also show declines, with Germany's DAX down 0.10%, UK's FTSE 100 down 0.05%, France's CAC40 down 0.54%, and the Euro Stoxx 50 down 0.07% [2][3] Oil Market - WTI crude oil increased by 2.14%, reaching $60.59 per barrel, while Brent crude oil rose by 1.72%, reaching $64.97 per barrel [3][4] Inflation and Economic Indicators - The US December CPI is expected to rebound to 2.7% year-on-year, with a month-on-month increase of 0.3%. Core CPI is also projected to rise by 2.7% year-on-year and 0.3% month-on-month [4] - The anticipated rise in inflation is attributed to the reversal of factors that had previously suppressed inflation due to the government shutdown in November [4] Central Bank Developments - Global central banks are preparing a joint statement to support the independence of the Federal Reserve amid increasing political pressure from the Trump administration [5] - Concerns are growing that political pressures could undermine the Fed's focus on inflation and economic growth [5] Corporate News - Nvidia clarified that it does not require customers to make prepayments for purchasing H200 chips, countering reports of strict terms for Chinese customers [9] - JPMorgan reported a fourth-quarter non-GAAP EPS of $5.23, exceeding expectations, with revenue of $46.77 billion, a 6.9% year-on-year increase [9] - Delta Airlines reported a fourth-quarter non-GAAP EPS of $1.55, meeting expectations, but the stock fell 5% in pre-market trading [10] - Eli Lilly's weight loss drug Orforglipron is expected to be approved soon, with the company prepared to meet market demand [10] - Merck is looking to make significant acquisitions in the innovative drug sector, with plans to spend heavily before the expiration of its "K drug" patent [11] - AbbVie has committed to investing $100 billion in the US over the next decade in exchange for tariff exemptions [12]

美国前财长、美联储前主席珍妮特·耶伦近日在接受美国媒体采访时警告称，美国司法部对现任美联储 主席杰罗姆·鲍威尔展开的刑事调查是"对美联储独立性的最严重攻击"，此举旨在迫使美联储屈从于美 国总统的政治压力。 她认为，一旦美联储失去独立性，被迫帮助政府为赤字融资，或将威胁美国经济稳定。 签审 | 王昆鹏 监制 | 邹浩宇 来源 | 总台环球资讯 编译、视频 | 李琳 耶伦在特朗普首个总统任期的第一年继续担任美联储主席，在任期结束后被鲍威尔接替。随后，她在前 总统拜登执政期间出任财政部长。 ...

Group 1: Concerns about Federal Reserve Independence - UBS suggests that concerns over the independence of the Federal Reserve may lead to a more hawkish stance in monetary policy [1] - Goldman Sachs expects the Federal Reserve to continue making data-driven decisions despite the pressure from the criminal investigation against Chairman Powell [1][2] - Rabobank indicates that increasing political pressure on the Federal Reserve could result in higher volatility for the dollar in 2026 [1] Group 2: Market Reactions and Implications - Rabobank warns that the investigation into Powell could reignite "sell-America" trades, posing significant downside risks for the dollar [2] - ABN Amro suggests that the investigation may delay any potential interest rate cuts by the Federal Reserve as officials may adopt a more hawkish stance to defend the institution [2] - The Swiss franc has become a favored safe-haven currency amid concerns regarding the Federal Reserve's independence [4] Group 3: Economic Forecasts and Trends - State Street Global Advisors reports a greater than 30% probability that spot gold will exceed $5,000 per ounce this year, driven by geopolitical dynamics and Federal Reserve policies [2] - Fitch Ratings anticipates a moderate recovery of the Japanese yen from historical lows by 2026, despite ongoing challenges in the labor market [4] - Zhongjin Securities predicts that the Federal Reserve may cut interest rates by approximately 50 basis points in 2026 due to weak employment data [8]