建筑翻修费用遭质疑 特朗普开辟"新战线"？ 当地时间周三，联邦住房金融局局长（FHFA）普尔特（William Pulte）声称，美联储主席鲍威尔在描 述美联储总部建筑翻修时撒谎，要求开启调查。 在美国总统特朗普频频施压美联储降息的背景下，这一要求似乎并没有表面上那么简单。 考虑到普尔特是在本届政府任内获得提名，他的观点立场与特朗普往往保持一致。 例如，FHFA近日发布一项具有里程碑意义的指令，要求政府支持企业(GSE)房利美和房地美正式将加 密货币纳入单户抵押贷款风险评估框架。这标志着加密货币首次被纳入美国住房金融体系的核心领域， 呼应了特朗普总统提出的"让美国成为世界加密货币之都"的战略愿景。 5月以来，普尔特在各种场合抱怨高借贷成本正在损害住房市场，抨击美联储不愿降息。"真的够了，适 可而止吧！美联储需要降低利率。如果鲍威尔这样做，房地产市场的状况会好得多。" 作为美国住房监管机构掌门人，直接与另一个联邦机构主管"短兵相接"让外界颇感意外。目前，两人都 是美国金融稳定监督委员会的成员，该委员会旨在监管金融体系的风险。 普尔特周三敦促国会调查鲍威尔所谓的"政治偏见"以及他最近在参议院就美联储总部翻修一事的 ...

金十数据7月2日讯，澳新银行指出，欧洲央行在过去12个月里降息200个基点，在宽松周期中取得了很 大进展，该行可能已经接近利率低谷。我们预计欧洲央行9月份将再降息25个基点至1.75%。欧洲央行 行长拉加德称，货币政策处于良好状态，并没有走在预设的路线上。根据我们的测算，欧洲央行政策利 率的当前中性区间为1.50%-2.50%。目前2.0%的存款利率正处于该区间中值。我们预计欧元区未来几个 季度增长乏力，欧洲央行将保持宽松政策倾向。 澳新银行：欧洲央行或已接近利率低谷，预计9月将再降息25个基点 ...

1. 韩国央行行长李昌镛：仍继续处于宽松周期中。在决定是否进一步降息时，将密切关注金融稳定风 险。 1. 鲍威尔：无法断言7月降息是否过早 不排除任何一次会议。 2. 特朗普：不考虑延长关税谈判最后期限 可能提高日本关税。 3. "美联储传声筒"：鲍威尔保持灵活性 降息决策因素发生转变。 4. 美国5月JOLTs职位空缺意外升至去年11月以来最高。 5. 美国财政部长贝森特：相信美联储会在秋季之前降息，但最迟在9月份肯定会降息。 6. 特朗普税收法案在参议院通过。美国众议院定于当地时间周三就法案进行辩论并投票。 1. 日本央行行长植田和男：当前利率低于中性水平。任何加息措施都将取决于通胀动态的三个要素。 2. 欧洲央行行长拉加德：并未宣告任务完成，但目标已达到。必须保持对通胀的高度警惕。 3. 英国央行行长贝利：利率的走向仍然呈现下行趋势。终端利率的水平存在巨大的不确定性。 4. 欧洲央行副行长金多斯：欧元兑美元汇率在1.17是完全可以接受的，即便是升至1.20，也在可容忍范 围内。但如果进一步超过1.20，情况可能会变得较为复杂。 5. 欧洲央行管委卡扎克斯：欧元进一步大幅上涨可能会增加再次降息的理由。 6 ...

Group 1 - The U.S. Senate passed a comprehensive tax and spending bill with a vote of 51 to 50, highlighting significant partisan divisions [3][4] - Three Republican senators voted against the bill, which was ultimately passed by Vice President Vance's tie-breaking vote [3][4] - The House Speaker, Mike Johnson, aims to pass the bill before the July 4 deadline set by Trump [5] Group 2 - Elon Musk criticized the "big and beautiful" bill, threatening to establish a new political party if it passes, claiming it represents a single-party system [6][9] - Musk's criticism is partly due to the bill's proposal to eliminate tax credits for electric vehicles, which could significantly impact Tesla's sales and revenue [12][17] - The bill is expected to increase federal debt significantly, with estimates suggesting an average annual increase of $55 billion in debt interest payments over the next decade [18] Group 3 - The bill disproportionately benefits the wealthiest 1% while cutting social welfare programs for low-income families, leading to a projected income decrease of nearly 4% for the poorest households [21] - Trump's pressure on the Federal Reserve to lower interest rates to 1% is seen as an attempt to alleviate the government's debt burden and shift responsibility for economic issues onto the Fed [20][31]

Group 1 - Tesla's stock dropped by 5.4%, reaching a three-week low, following President Trump's threat to consider terminating federal subsidies for Musk's companies, raising concerns about policy risks [2][3] - The technology sector was a major contributor to the market decline, with significant sell-offs in previously high-performing momentum stocks [2][3] - Nvidia and Netflix saw declines of over 2% and 3% respectively, while Apple managed a 1% increase [3] Group 2 - The Dow Jones Industrial Average rose by 400.17 points, or 0.91%, closing at 44,494.94, driven by gains in energy, materials, and industrial sectors [2] - The S&P 500 index fell slightly by 6.94 points, or 0.11%, to close at 6,198.01, while the Nasdaq Composite dropped by 166.85 points, or 0.82%, to 20,202.89 [2] - The Dow Jones Transportation Index surged by 2.9%, marking its largest single-day gain since mid-May, reflecting cautious optimism about the economic outlook [2]

据CCTV国际时讯，当地时间6月30日，美国总统特朗普再次"炮轰"美国联邦储备委员会主席鲍威 尔，称美联储应尽早将利率降至1%。 ...

欧洲央行管委卡扎克斯：任何进一步的利率调整都不会太大。 ...

欧元进一步大幅升值可能为再次降息提供依据。 任何进一步的利率调整幅度都不会很大。 欧洲央行官员Kazaks：进一步的利率调整关乎政策信号传递与精准微调。 ...

美国总统特朗普：我们应该将利率降至1%或2%水平。 ...

Market Overview - Domestic precious metal futures showed mixed results, with Shanghai gold futures at 766.40 CNY per gram, down 0.87%, and Shanghai silver futures at 8792.00 CNY per kilogram, up 0.55% [1] - International precious metals saw an overall increase, with COMEX gold priced at 3298.90 USD per ounce, down 1.28%, and COMEX silver at 36.59 USD per ounce, down 0.81% [1] Price Data - On June 27, 2025, the opening, highest, and lowest prices for key precious metals were as follows: - Shanghai gold futures opened at 772.00 CNY, reached a high of 774.70 CNY, and a low of 764.96 CNY per gram [2] - Shanghai silver futures opened at 8788.00 CNY, peaked at 8858.00 CNY, and dropped to a low of 8762.00 CNY per kilogram [2] - COMEX gold opened at 3341.30 USD, with a high of 3341.40 USD and a low of 3298.00 USD per ounce [2] - COMEX silver opened at 36.89 USD, reached a high of 36.98 USD, and a low of 36.57 USD per ounce [2] Economic Context - Inflation pressures are gradually easing, but the Federal Reserve's policies remain restrictive. Chairman Powell faces the challenge of maintaining economic stability while avoiding past inflationary mistakes [3] - Market data indicates a decline in the dollar following President Trump's criticism of Powell, reflecting investor concerns over presidential interference in monetary policy [3] Market Sentiment - As of June 26, COMEX gold prices fell by 0.04% to 3341.60 USD per ounce, while Shanghai gold futures rose by 0.12% to 774.06 CNY per gram [4] - The latest CME "FedWatch" data shows a 79.3% probability of maintaining interest rates in July, with a 20.7% chance of a 25 basis point cut. By September, the probability of keeping rates unchanged drops to 6%, while cumulative cuts of 25 and 50 basis points have probabilities of 74.9% and 19.1%, respectively [4]