Group 1 - The market reacted calmly to President Trump's nomination of Kevin Walsh as the next Federal Reserve Chairman, which is seen as a victory given Trump's history of creating policy uncertainty [1] - Following the announcement, the S&P 500 index fell approximately 0.4%, and the 10-year Treasury yield slightly increased to 4.242%, indicating a cautious market sentiment [1] - Gold and silver, which had recently risen due to monetary policy uncertainty, experienced significant declines, with silver dropping over 25% [1] Group 2 - Walsh's policy stance is viewed as ambiguous on Wall Street; he is often seen as hawkish but has criticized Powell, leading to mixed interpretations of his future policy direction [2] - Some market participants expect Walsh to implement two to three rate cuts this year, suggesting that his leadership may not differ significantly from other candidates [2] - Walsh advocates for a smaller balance sheet for the Fed and has criticized quantitative easing for inflating asset prices without improving wage growth [2] Group 3 - Analysts suggest that Trump may have chosen a candidate more acceptable to Wall Street to reduce confirmation uncertainties, especially given recent tensions with Powell and ongoing investigations [3] - Trump's nomination of Walsh may signal an attempt to lower resistance while maintaining the independence of the Federal Reserve [3] - There are concerns that Trump may express dissatisfaction with Walsh in the future, similar to his previous criticisms of Powell [3]

Core Viewpoint - President Trump has nominated Kevin Warsh, a former Federal Reserve Board member, to be the next Chairman of the Federal Reserve, potentially replacing Jerome Powell whose term ends in May [1] Group 1: Background of Kevin Warsh - Warsh, born in 1970, previously worked at Morgan Stanley focusing on mergers and acquisitions [1] - He was appointed to the Federal Reserve by former President George W. Bush in 2006 and served until 2011, becoming the youngest member of the Fed at that time [1] - Warsh has been a member of Trump's business advisory council and has familial ties to Trump through his father-in-law, a long-time friend of the President [1] Group 2: Economic Views and Policy Stance - Initially seen as a supporter of free trade and a hawkish figure on monetary policy, Warsh has recently aligned more closely with Trump's tariff policies and calls for rate cuts [1] - He has criticized the Fed's loose monetary policy since the financial crisis but later stated that the Fed's refusal to cut rates was a "major mistake" [1] - Warsh now advocates for lower interest rates and comprehensive reforms of the Fed, including reducing its balance sheet and easing bank regulations, which contrasts with typical rate-cutting cycles [1] Group 3: Market Reactions and Uncertainties - Analysts have mixed views on Warsh's nomination, with some suggesting he may not be as dovish as other candidates and could favor fewer rate cuts [2] - There is uncertainty regarding how the market will react to Warsh's nomination due to his recent alignment with Trump's administration [2] - The approval of Warsh's nomination by the Senate is uncertain, especially following the criminal investigation into Powell, with some Republican senators expressing opposition to any Fed-related nominations until the issue is resolved [2]

"在排除一次性关税影响后，尽管失业率接近自然率估值但仍存在恶化风险，我继续认为政策具有适度 限制性，"她表示。尽管美联储正平衡劳动力市场降温与通胀高于目标的异常局面，鲍曼称她仍观察到 多项迹象表明劳动力市场依然脆弱。 美联储主席杰罗姆·鲍威尔周三曾表示劳动力市场已显现某些企稳信号。为应对疲软的劳动力市场，美 联储去年12月前共进行三次降息。展望今年剩余时间，鲍曼称其经济预测摘要中包含三次降息。 虽然通胀尚未回落至美联储2%的目标，但鲍曼指出，若劳动力市场未见改善，"我们应做好准备调整政 策，使其更接近中性水平。" 新浪合作大平台期货开户 安全快捷有保障 美联储理事米歇尔·鲍曼表示，她仍认为货币政策处于适度限制性状态，劳动力市场的下行风险亦未改 变。在美联储周三决定维持利率不变后，鲍曼于夏威夷欧胡岛发表讲话称，她支持按兵不动的决定，但 本亦可支持继续放松政策限制，以更好对冲劳动力市场进一步恶化的风险。 "在排除一次性关税影响后，尽管失业率接近自然率估值但仍存在恶化风险，我继续认为政策具有适度 限制性，"她表示。尽管美联储正平衡劳动力市场降温与通胀高于目标的异常局面，鲍曼称她仍观察到 多项迹象表明劳动力市场依然脆 ...

"在去年下半年累计降息75个基点之后，在我看来，我们有条件从容应对，暂时'保留政策弹药'，以便 仔细评估政策约束力度的减弱如何传导至更广泛的金融环境并强化劳动力市场，"鲍曼周五在为夏威夷 瓦胡岛一场活动准备的讲稿中表示。 鲍曼表示，劳动力市场面临的下行风险并未消退，但她倾向于在今年以更为"审慎的步伐"将货币政策向 中性水平推进。 在去年下半年连续三次降息后，鲍曼在本周的会议上投票支持维持利率不变。政策制定者以10比2的投 票结果决定将基准利率维持在3.5%至3.75%的目标区间，美联储理事斯蒂芬·米兰和克里斯托弗·沃勒持 异议，主张降息25个基点。 鲍曼周五表示，她在去年12月提交经济预测时，预计今年降息三次。 她说："在我看来，这次会议的关键在于实施这些降息的时间安排，本质上是在继续解除政策约束并在4 月会议前达到我估计的中性水平，还是在今年全年以更为审慎的步伐将政策推向中性之间做出选择。" 美联储负责监管的副主席米歇尔·鲍曼表示，鉴于通胀高企以及去年创纪录时长的政府停摆可能导致经 济数据扭曲，在进一步降息的问题上有理由等待。 鲍曼表示，她有信心随着关税影响的消退，通胀将回到美联储2%的目标水平。她称，有证 ...

美国总统特朗普30日提名美联储前理事凯文·沃什为下任美联储主席，这一提名还需获得参议院批准。 鲍威尔将于今年5月结束美联储主席任期。他虽然是特朗普任命的，但却因货币政策长期遭特朗普公开 指责。去年再度就任美国总统后，特朗普曾多次尝试干涉美联储货币政策决议。鲍威尔目前还因美联储 办公大楼翻修项目遭刑事调查。 沃什2006年加入美联储，是当时最年轻的美联储理事。在美联储任职期间，沃什持鹰派货币政策立场， 但近年转向支持特朗普的关税政策及加快降息立场。特朗普在首个总统任期内提名鲍威尔为美联储主 席。当时，鲍威尔与沃什均为特朗普考虑的人选，但鲍威尔最终获得提名。 凯文·沃什 资料图 （央视新闻） ...

特朗普提名沃什任美联储主席，落选候选人表态支持并批评当前货币政策。 ，1月30日周五美股盘前，美国总统特朗普周五宣布将提名凯文·沃什(Kevin Warsh)担任美联储主席，接 替2026年5月任期届满的鲍威尔。 这一人事安排意味着多位曾被市场视为热门候选人的官员落选，但他们迅速表态支持沃什并对当前货币 政策发表看法。 白宫国家经济委员会主任哈塞特表示并不对落选感到失望，称已经拥有想要的职位，并将全力推动国会 参议院确认沃什的提名。他同时批评美联储1月份维持利率不变是一个错误。 美联储理事米兰也表态称将很好地接纳沃什，赞扬其富有创新精神且观点正确。他表示将继续担任理事 职务，直至国会确认接替者，同时强调当前利率仍过于具有限制性。 哈塞特批评当前货币政策立场 作为曾被市场视为热门候选人之一的哈塞特在落选后迅速表态支持沃什，称高度尊重这一人选，并将想 方设法推动美国国会参议院确认。 他还提到，要缩减美联储资产负债表需要监管改革，去监管会允许美联储缩表。 沃勒异议票凸显降息压力 现任白宫顾问的哈塞特表示，并不对"没有被美国总统特朗普提名为美联储主席"感到失望，我已经拥有 想要的职位。 哈塞特明确批评了美联储的最新决 ...

Happy Friday, traders. Welcome to our weekly market wrap, where we take a look back at these last five trading days with a focus on the market news, economic data, and headlines that had the most impact on gold prices and other key correlated assets— and may continue to in the future. Here’s What You Need To Know: Gold surged after the Fed held rates steady, notching a fresh all-time high near $5,560 before momentum flipped sharply. A wave of profit-taking and thinning bids above $5,500 helped trigger ...

美联储理事米兰：特朗普从未要求我在货币政策方面做任何事. 来源：滚动播报 ...

随着对2026年加息的呼声降温，外界预计欧洲央行至少在明年年底前都将维持利率不变。 接受彭博调查的经济学家一致预测：欧洲央行管理委员会2月4日至5日在法兰克福开会时，将会把存款 利率维持在2%。 虽然预计在2028年之前进行一次或多次加息的人占比已从上次调查的大约四分之一上升到三分之一，但 认为今年会采取此类行动的人减少。 这种变化背后的原因是经济不确定性加剧：美国总统特朗普暗示可能会随时推翻去年夏天与欧洲达成的 贸易协议；而欧元升值则可能抑制出口，并对已经低于目标的通胀造成压力。 以欧洲央行行长克里斯蒂娜·拉加德为首的官员认为，现有的货币政策设置与应对未来挑战相匹配。但 是，尤其是考虑到欧元走强，奥地利央行行长Martin Kocher等人强调需要做好快速行动的准备。 "拉加德可能会重申，欧元区经济仍处于良好状态，但风险依然处于高位，"瑞典银行经济学家Nerijus Maciulis表示，"2026年的前几周清楚地表明，贸易协定和协议仍然非常脆弱。" 受访者认为，在特朗普利用世界经济论坛的舞台要求欧洲将格陵兰割让给美国，否则就得承受更高的关 税之后，地缘政治紧张局势已达到至少两年来的最高水平。 尽管特朗普最 ...

Group 1 - The Federal Reserve's decision to pause interest rate cuts reflects a cautious approach due to persistent inflation and previous controversial rate cuts, indicating a preference for stability over hasty actions [1][3] - Market reactions show mixed responses, with major indices fluctuating, suggesting uncertainty among investors as they seek the next opportunity [3][5] - The tech sector continues to exhibit divergence during earnings season, with storage-related stocks benefiting from strong AI demand, while established companies like Microsoft face volatility despite solid performance [5][9] Group 2 - The recent surge in gold prices, reaching approximately $5,400 per ounce, indicates a collective flight to safety amid inflation and geopolitical concerns, highlighting market skepticism towards monetary policy sustainability [7][9] - Silver also experienced significant price increases, reflecting a rapid shift in market sentiment regarding inflation and monetary easing, as well as geopolitical risks [9][11] - The current financial climate reveals a dichotomy between optimism in the stock market and fear reflected in precious metal prices, suggesting a complex economic landscape [9][13]