【环球网财经综合报道】周一，美联储多位高官就货币政策走向发表看法，包括美联储副主席、"三号人物"纽约 联储主席在内的官员均表示经济前景不明朗，暗示美联储可能在今年9月前都不会准备好降息。 美联储副主席杰斐逊称，美联储必须确保特朗普政府政策变化引发的价格上涨不会导致通胀持续上升。他认为当 前政策立场"非常良好"，对经济有"适度的限制性"效果，主张在调整利率方面保持耐心，以维持公众对长期通胀 的稳定预期。他建议美联储观望政策演变及其对经济的影响，并表示美联储会像对待其他信息一样看待穆迪上周 五下调美国信用评级一事，这不会改变美联储政策立场。此外，杰斐逊强调美联储在流动性方面的角色，指出美 联储应随时准备向金融体系提供流动性，但也要避免助长过度冒险。 美联储"三号人物"、纽约联储主席威廉姆斯表示，政策制定者可能需要数月时间才能更清楚了解美国经济前 景，"我们不会在6月就能明白发生了什么，也不会在7月"。他强调不确定性不仅影响美联储，也影响企业和家 庭。威廉姆斯称美联储可慢慢评估新数据，虽然通胀有所下降、经济接近充分就业，但他仍在关注违约率和消费 支出趋势，并认为当前政策略为限制性，处于较好状态。 亚特兰大联储主席博 ...

Group 1 - Federal Reserve official Logan did not comment on monetary policy or economic outlook at the financial conference [1]

周一亚洲早盘，现货金一度冲高至3,245美元/盎司，随后维持在3,230美元上方震荡。 消息面解读：穆迪调降美国主权信用评级至Aa1后，市场对美国财政赤字与经济前景的担忧升温，避险买盘重返贵金属市场，上周创下六个月来最大周跌幅 的颓势被部分收复。美元指数回落与美债收益率下滑共同为金价提供支撑。穆迪下调评级虽在意料之外，却凸显美国财政挑战的中长期风险，叠加全球地缘 冲突与关税不确定性，使黄金的避险和对冲价值再度凸显。与此同时，美联储理事巴尔的最新表态也值得关注。他虽认为美国经济基础稳固，但也警告称贸 易争端可能令前景蒙阴。这种"鹰中带鸽"的言论，进一步巩固了美元的强势地位，间接加剧了黄金的跌势。 5月17日，美国金融市场迎来一场"黑色风暴"——国际评级机构穆迪突然将美国主权信用评级从顶级"AAA"下调至"AA+"，这是美国三年内第三次失去三大 评级机构的最高评级。这一决定如同一枚深水炸弹，瞬间引发股债汇三杀，美国国债收益率飙升，黄金价格则因避险需求逆势走强。现在穆迪评级的影响金 价飙升，在周评分析中，我表述出看空的的思路，也解析看空的缘由。今日亚盘高点也与我们周评布空的点位吻合，截止发文最低报价3214附近，如 ...

日本央行副行长内田真一：近期通胀受到成本推动因素的影响。 预计增长放缓将对通胀构成压力。 若经济前景实现，日本央行将加息。 不确定性相当高。 将不带成见地审视经济前景。 ...

瑞典央行行长特登：因此，我们应该静观其变，等待更多的信息，以便对通胀和经济前景有更清晰的认 识。 ...

Core Viewpoint - The weak GDP data for Japan in the first quarter suggests that the Bank of Japan may delay interest rate hikes longer than previously anticipated [1] Group 1: Economic Indicators - Japan's first quarter GDP data was below expectations, particularly disappointing in personal consumption, which remained flat compared to the previous quarter [1] - The impact of U.S. tariffs is expected to hinder Japan's export growth, leading to a more pessimistic economic outlook from the Bank of Japan [1] Group 2: Monetary Policy Implications - The likelihood of the Bank of Japan raising interest rates as early as July appears to be decreasing based on the current economic indicators [1]

Group 1: Gold Market Analysis - The gold market experienced a significant rebound, moving from a one-month low of $3120/oz to around $3220 following the release of key economic data from the US [2] - A perfect V-shaped reversal was noted in gold prices, with a critical level at $3200; if prices hold above this level, further upward movement is expected [3][5] - Short-term trading strategies suggest focusing on buying on dips around $3200 and targeting resistance levels at $3265-3675, while support is seen at $3225-3215 [5] Group 2: Oil Market Analysis - The US EIA reported an unexpected increase in crude oil inventories by 3.5 million barrels, raising concerns about supply exceeding demand, which led to a decline in oil prices [6] - The WTI crude oil price fell by $1.33 to $61.82 per barrel, reflecting market reactions to the inventory data and concerns over supply-demand mismatches [6] - Technical analysis indicates a downward trend for oil prices, with expectations of further declines towards the $50 mark, while short-term strategies recommend selling on rebounds [7]

日本央行副行长内田真一：需要密切关注经济前景是否能够实现。 若经济前景实现，将会加息。 不确定性非常高。 汇率的快速波动增加了前景展望的不确定性。 汇率带来的影响因经济实体而异。 ...

Core Viewpoint - The Federal Reserve is closely monitoring changes in trade policy and their impact on productivity and economic outlook [1] Group 1 - The Federal Reserve's attention to trade policy changes indicates a proactive approach to understanding economic dynamics [1] - The focus on productivity suggests that the Federal Reserve is considering how trade policies may influence overall economic efficiency [1] - The implications of trade policy on economic prospects highlight the interconnectedness of global trade and domestic economic health [1]

美联储威廉姆斯未对经济和货币政策前景发表评论。 ...