专题：特朗普正式提名沃什出任美联储主席 美国总统唐纳德・特朗普宣布，将提名凯文・沃什接替杰罗姆・鲍威尔出任美联储主席。特朗普此前因 美联储未按其要求降息而对该机构展开持续抨击，此番提名令这位前美联储理事执掌这一核心金融机 构。 现年55岁的沃什目前担任斯坦福大学胡佛研究所客座研究员，是共和党经济圈的资深人士。此番获提名 执掌全球最核心的央行，其任命料将得到共和党政策制定者的认可。沃什曾供职于摩根士丹利，担任投 行分析师，还曾任小布什总统的经济顾问；自特朗普首次执政以来，他便一直是白宫高层经济职位的热 门人选。 特朗普周五在社交媒体上发文称："我认识凯文已有多年，我确信他将成为美联储史上最杰出的主席之 一，甚至可能是最优秀的那位。除此之外，他形象气质俱佳，绝对不会让大家失望。" 此次美联储主席的其他潜在人选包括贝莱德高管里克・里德、特朗普长期经济顾问凯文・哈塞特，以及 现任美联储理事克里斯托弗・沃勒。主导此次人选遴选的财政部长斯科特・贝森特也曾是候选人之一， 后主动退出竞争。 提名沃什是特朗普第二任期内最具重要意义的经济政策人事任命，也标志着特朗普为加强对美联储影响 力的努力迎来阶段性结果。但在未来数月，沃什的 ...

Core Viewpoint - President Trump has nominated Kevin Warsh, a former Federal Reserve official, to be the next chairman of the Federal Reserve, aligning with Trump's critical stance on the Fed's current policies [1][2]. Group 1: Nomination Details - Warsh served as a Federal Reserve governor from 2006 to 2011 and played a key role during the financial crisis [1]. - Trump's decision marks the conclusion of months of internal discussions regarding the Fed chair nomination, which is considered one of the most significant personnel decisions of his presidency [1]. - Warsh's nomination requires Senate approval, and he is expected to face scrutiny due to an ongoing investigation by the Department of Justice regarding the Fed [2]. Group 2: Economic Policy Implications - The Federal Reserve is currently divided on whether to lower interest rates further, with some officials arguing that inflation remains above the 2% target [1][2]. - Warsh has previously been labeled as "hawkish" due to his warnings about loose monetary policy leading to higher prices [1]. - Trump has expressed a desire for the Fed to lower interest rates, having previously criticized current Chairman Powell for not meeting his expectations [2][3]. Group 3: Challenges Ahead - Warsh will face unprecedented challenges, including managing inflation that has exceeded targets for several years, addressing tariff-related price increases, and evaluating the impact of artificial intelligence on productivity and the labor market [2]. - The potential rise of digital currencies poses additional challenges for the Fed, which is responsible for regulating the U.S. banking system [2]. Group 4: Historical Context - This leadership change at the Fed could be one of the most significant since Paul Volcker's appointment in 1979, which transformed the Fed's anti-inflation strategy [4]. - Warsh has committed to a complete break from previous policies, indicating a potential overhaul of the Fed's asset holdings, policy framework, and its role in the economy [4][5]. Group 5: Competitive Landscape - Warsh's nomination came after he outperformed other candidates, including Kevin Hassett, Christopher Waller, and Rick Rieder, all of whom were considered strong contenders for the position [5][6]. - Trump confirmed that Hassett will remain as the Director of the National Economic Council, emphasizing his value to the administration [6].

Group 1: Report Industry Investment Rating - Not provided in the given content Group 2: Core View of the Report - The report maintains a bullish view on the precious metals market, expecting an optimistic path for interest rate cuts. However, it suggests short - term investors to wait and watch due to uncertainties in US platinum tariffs and the actual nomination of the Fed Chairman, and to look for buying opportunities after price stabilization [5] Group 3: Summary of Each Section Latest Dynamics and Reasons - On January 30, 2026, due to the strengthening of the US dollar and the decline of market sentiment, platinum and palladium futures contracts on GFEX tumbled. The platinum main contract dropped 8.79% to 657 yuan per gram, and the palladium main contract dropped 7.25% to 48.85 yuan per gram. The change in market expectations due to the possible appointment of Kevin Warsh as the next Fed Chairman led to a short - term strengthening of the US dollar, suppressing precious metal prices. Also, OME's increase in margin requirements cooled market sentiment [3] Fundamental Situation - Supply: In 2026, major platinum and palladium mining companies are expected to maintain stable production with output recovery, but overall production is limited due to few new project launches. Global platinum mine and refined production are expected to rise 2.8% and 4.8% to 173.6 tons and 228.2 tons respectively, and palladium mine and refined production are expected to rise 0.3% and 2.2% to 198.9 tons and 209.4 tons respectively. Attention should be paid to short - term supply risks caused by bad weather, labor disputes, and power shortages [4] - Demand: In 2026, global economic recovery will drive the continued recovery of platinum industrial demand and an upward trend in jewelry demand, offsetting the decline in automotive catalyst demand. Platinum investment demand may be stimulated by price fluctuations and domestic futures listing, with an expected 0.7% increase to 266.1 tons. Palladium demand is under significant downward pressure, with an expected 1.7% decline to 282.4 tons [4] - Supply - demand balance: In 2026, there will be a 37.9 - ton shortage in the global platinum market and a 16.9 - ton surplus in the palladium market [4] Summary and Strategy - The short - term geopolitical tension remains unresolved, and the market expects Trump's influence on the Fed to increase. The report maintains a bullish view but suggests short - term investors to wait and watch due to uncertainties and look for buying opportunities after price stabilization [5]

来源：金融界AI电报 美联储理事沃勒：货币政策应更接近中性水平，中性水平可能在3%左右，而目前利率区间为3.50%– 3.75%。 ...

来源：滚动播报 本月早些时候，当美联储在针对杰罗姆·鲍威尔(Jerome Powell)的一项刑事调查中收到传票时，北卡罗来 纳州共和党参议员汤姆·蒂利斯立即为鲍威尔辩护，承诺在调查结束前，将阻止美国总统特朗普提名的 任何美联储人选。蒂利斯周五上午重申了这一立场。他在一篇社交媒体帖子中写道："凯文·沃什是一位 合格的提名人，对货币政策有深刻的理解。""然而，司法部继续依据委员会的证词对主席杰罗姆·鲍威 尔进行刑事调查，而任何有理性的人都不会认为该证词具有犯罪意图。"蒂利斯的反对可能会阻止参议 院银行委员会批准沃什的提名，直至蒂利斯满意。 ...

Core Viewpoint - The spot price of gold has surpassed $5,300 per ounce for the first time, with a year-to-date increase of over 20%, driven by a weak dollar and expectations of stable interest rates from the Federal Reserve [1] Group 1: Precious Metals Performance - Gold reached a peak of $5,311.31 per ounce, marking a significant milestone in its price trajectory [1] - Silver, platinum, and palladium also saw price increases, with silver reaching $114.68 per ounce and a year-to-date increase of nearly 60% [1] Group 2: Market Influences - The U.S. dollar index has fallen to a near four-year low, influenced by comments from former President Trump regarding the dollar's performance, which have heightened market confidence issues [1] - The expectation of stable interest rates from the Federal Reserve has further enhanced the appeal of non-yielding assets like gold [1] Group 3: Future Predictions - Deutsche Bank forecasts that gold prices could exceed $6,000 per ounce by 2026, supported by central banks' ongoing accumulation of non-dollar assets [1] - The combination of a weak dollar and expectations of global monetary policy easing is identified as the core driving force behind the current rise in precious metals [1]

转自：新华财经 新华财经纽约1月30日电（记者刘亚南 徐静）美国总统特朗普30日宣布，他将提名美国联邦储备委员会前理事凯文·沃什（Kevin Warsh）出任下一任美联 储主席。 沃什出生于1970年，目前是斯坦福大学访问学者。沃什曾公开批评量化宽松政策的副作用，认为美联储制定货币政策的方式需要"政权更迭"，美联储需要 与美国财政部在政策上更紧密协作。 特朗普2017年曾就美联储主席一职面试沃什，但最终选择了时任美联储理事的杰罗姆·鲍威尔。据报道，特朗普29日在白宫会见了沃什。 按照有关规定，特朗普关于美联储下一任主席的提名还需要获得联邦参议院的确认。 特朗普早在其首个总统任期就多次批评鲍威尔货币政策，他在去年1月再次出任美国总统后频繁批评鲍威尔在降息方面行动迟缓加剧联邦政府债务负担， 并多次威胁解除鲍威尔的美联储主席职务。 编辑：王姝睿 ...

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。 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。 （资料图） 特朗普提名凯文·沃什出任美联储主席。 来源 | 央视新闻客户端 凯文·沃什 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。 ...

沃什出生于1970年，1992年获得斯坦福大学公共政策学士学位，随后在哈佛法学院获得法学博士学位。 他的职业生涯横跨华尔街、政府部门和央行系统，起步于摩根士丹利，年仅25岁便参与重大并购交易。 2002年至2006年担任总统经济政策特别助理及白宫国家经济委员会执行秘书。 2006年，年仅35岁的沃什被时任美国总统小布什任命为美联储理事，成为美联储史上最年轻的理事之 一。 在2008年全球金融危机期间，他成为美联储与华尔街之间的关键联络人，参与了贝尔斯登出售、雷曼兄 弟倒闭以及救助美国国际集团等重大决策。 沃什的家庭背景也颇具看点。他的妻子是雅诗兰黛集团继承人珍.劳德，岳父雷诺德.劳德是特朗普的长 期盟友，曾提出"美国应买下格陵兰岛"的建议。 当地时间1月30日上午，美国总统特朗普正式宣布美联储前理事凯文.沃什将出任下任美联储主席。 现任主席鲍威尔的任期将于2026年5月届满。这一提名标志着"鲍威尔时代"的终结。 根据程序，沃什的提名将首先提交至参议院银行委员会举行听证会，随后由参议院全体投票表决，在获 得半数投票支持后，沃什将担任美联储主席(任期4年)和美联储理事(任期14年)。 分析普遍认为，若提名获得确认 ...

30日，美国总统特朗普提名美联储前理事凯文·沃什为下任美联储主席。该消息发布后，市场迅速聚焦 其货币政策取向及美联储独立性问题。 上海交通大学上海高级金融学院教授胡捷在接受中新经纬采访时表示，若仅从其客观政策观点出发，而 不引入政治因素推断，沃什在未来一年内大概率支持降息，且相较其他更强硬的鹰派，其认可的降息幅 度可能相对较大。 "从他的政策见解来看，他对当前经济环境的判断，更倾向于通过宽松货币政策来平衡通胀与就业。"胡 捷指出，在未来一年的利率路径上，沃什主张降息的态度较为清晰。 从具体运行机制来看，美联储主席只是联邦公开市场委员会（FOMC）19名委员之一，而该委员会中拥 有投票权的委员为12人。只有一票投票权的主席，虽在沟通和协调中具备一定影响力，但并不意味着其 个人偏好可以直接决定货币政策方向。 胡捷指出，FOMC的决策仍将围绕通胀率与失业率两大核心目标展开，政策制定最终需要回归经济数据 和既定目标框架，而非个人立场。在具体政策空间上，他认为，结合当前通胀与就业数据，市场对未来 一年降息幅度的预期大致集中在50个基点至100个基点之间。"相对谨慎的观点认为可能在50个基点左 右，但综合判断，我认为降息 ...