Core Viewpoint - The global precious metals market experienced a significant surge on January 12, with both gold and silver prices reaching historical highs due to multiple influencing factors, including concerns over the independence of the Federal Reserve, expectations of loose monetary policy, and geopolitical uncertainties [1][6]. Price Movements - On January 12, London spot gold prices peaked at $4601.38 per ounce, marking the first time it surpassed the $4600 per ounce threshold, with a daily increase exceeding 2% [3]. - COMEX gold futures also reached a record high of $4612.7 per ounce, closing at $4601.9 per ounce [3]. - London spot silver prices hit $84.606 per ounce, breaking the $84 per ounce mark with a daily increase of over 6% [5]. - COMEX silver futures peaked at $84.69 per ounce, also showing a daily rise of over 6% [5]. - In the domestic market, Shanghai gold futures reached a high of 1031.3 yuan per gram, closing at 1026.28 yuan per gram, up 2.57% [5]. - Shanghai silver futures saw a remarkable increase, peaking at 20998 yuan per kilogram, closing at 20945 yuan per kilogram, with a daily surge of 14.42% [5]. Driving Factors - The surge in gold and silver prices is attributed to three main factors: concerns over the independence of the Federal Reserve, expectations of loose monetary policy, and geopolitical uncertainties, particularly the risk of military conflict between the U.S. and Iran [6][7]. - The investigation into Federal Reserve Chairman Jerome Powell has heightened market volatility and is seen as a warning signal regarding the future policy stance of the Fed [6][8]. - Expectations of loose monetary policy are expected to lower U.S. Treasury yields and market interest rates, thereby increasing investment demand for gold [7]. Market Outlook - While the long-term potential for gold prices remains, short-term volatility is anticipated, with analysts suggesting that the investigation into Powell may accelerate existing upward trends rather than create a temporary spike [8]. - Factors supporting long-term gold price increases include continued central bank purchases, the onset of a rate-cutting cycle by the Fed, and the erosion of dollar credit due to U.S. fiscal debt issues [9]. - Silver prices are expected to maintain upward momentum due to strong industrial demand, particularly in sectors like photovoltaics and electric vehicles, despite potential supply constraints [9]. Short-term Risks - Analysts caution that short-term price volatility may increase, with risks including uncertainty around the timing and pace of Fed rate cuts, crowded long positions in the gold market, and potential tightening of global liquidity [9][10]. - Specific risks for silver include tight short-term liquidity and potential underperformance in industrial demand [10].

Group 1 - The U.S. Federal Reserve Chairman Jerome Powell is under criminal investigation by the Department of Justice related to his testimony regarding the Fed's office renovation project in Congress in the summer of 2025 [2] - This investigation marks an unprecedented escalation in the conflict between President Trump and the Federal Reserve, with Trump previously criticizing the Fed for not significantly lowering key interest rates [2] - The investigation is expected to impact the U.S. financial markets, potentially increasing borrowing costs for mortgages and other loans in the long term [2] Group 2 - The U.S. dollar index fell to 98.82 on December 12, with a decline of over 0.3%, marking the deepest annual drop since 2017 [2] - U.S. stock index futures also declined, with Nasdaq futures dropping over 0.9% and the S&P 500 index down over 0.6% on the same day [2] - In contrast, the Asia-Pacific financial markets performed strongly, and spot gold reached a historical high of $4601.38 per ounce on December 12 [2] Group 3 - Trump claimed he was unaware of the investigation into Powell and denied any intention to pressure Powell to lower interest rates [3] - The investigation was reportedly initiated by Bill Pulte, the Director of the Federal Housing Finance Agency, although some officials stated it was led by the Department of Justice [3] - Trump has indicated he has a preferred successor for Powell but has not publicly announced it, with potential candidates including Kevin Hassett and Kevin Walsh [3]

美国众议院一场230:196的投票，让特朗普遭遇了第二任期的最大尴尬——17名共和党党友集体倒戈，支持延长他恨之入骨的"奥巴马医改"。 与此同时，他 正用刑事调查逼美联储主席鲍威尔低头。 这两件事看似无关，却共同撕开了一个真相：特朗普的强人政治，正在内外交困中失控。 美国众议院1月8日的投票结果，让华盛顿国会山的气氛瞬间凝固。 230票赞成对196票反对，表面上是通过了将《平价医疗法案》补贴延长三年的法案，但 真正刺痛特朗普的，是那17张来自共和党内部的"倒戈"票。 这些议员大多来自摇摆选区，他们的选民担心医保补贴到期后保费大涨，最终，选票压力战胜 了党派忠诚。 民主党动用"解除搁置请愿书"这一程序工具，四名共和党议员联署支持，强行绕开共和党领导层，将法案推上全院表决。 众议院议长迈克·约翰逊曾试图阻 拦，但未能阻止党内裂痕的公开化。 《平价医疗法案》的补贴于2025年底到期，约2000万通过医保市场参保的美国人面临保费上涨。 去年10月至11月，两党因此争执不下，曾导致美国联邦政 府陷入史上最长的停摆。 此次投票前，共和党保守派坚持反对"无改革纯延长"，但部分温和派因选举压力选择妥协。 特朗普反对该法案，源 ...

突发！鲍威尔遭刑事调查，美元暴跌黄金疯涨！普通人必看的全球财富保卫指南 当地时间1月11日，一则消息炸穿了全球金融圈。 美国《纽约时报》援引知情官员消息披露， 哥伦比亚特区联邦检察官办公室已正式对美联储主席鲍威尔启动刑事调查。调查的核心，一是美联储华盛顿总 部翻修工程的相关事宜，二是鲍威尔是否就该项目规模向国会作了虚假陈述。 可能有人会说，美国的官儿被调查，跟我们有啥关系？ 你先别急着划走。1月12日亚洲开盘，市场的反应已经给出了答案： 美元指数短线急跌，现货黄金直接冲破4600美元/盎司大关，美股期货集体下挫——道 指期货跌超200点，纳指期货跌0.7%。不管你手里握的是人民币、美元，还是买了基金、股票，这场风波都可能通过汇率、进出口、全球资本流动，悄悄影 响你的钱袋子。 这事儿远不止"一个官员被查"那么简单。我们得从根上捋，才能明白这盘棋到底有多复杂。 鲍威尔当时就反驳了，说根本没有这些奢华设计，翻修只是为了清除石棉、更新消防系统，保证建筑安全。美联储还专门发了FAQ，贴出照片和虚拟参观链 接，证明自己没乱花钱。 可谁都知道，翻修只是个由头。特朗普真正不满的，是鲍威尔不肯按他的意思降息。 这里必须插一句： ...

Core Viewpoint - The Trump administration's decision to subpoena Federal Reserve Chairman Jerome Powell has intensified pressure on the Fed, with implications for its independence and potential disruptions in the bond market [1][5]. Group 1: Subpoena and Investigation - The Federal Housing Finance Agency (FHFA) Director Bill Pulte is reportedly a key figure behind the decision to subpoena Powell, which is linked to a criminal investigation regarding the Fed's multi-billion dollar headquarters renovation project [1][2]. - Powell has denied that the subpoena is related to his testimony or the renovation project, labeling it a "political excuse" and asserting he will withstand pressure from Trump [1][2]. - The investigation is being conducted by the U.S. Attorney's Office for the District of Columbia, with approval from U.S. Attorney Jenny Pirro, a long-time ally of Trump [2]. Group 2: Political Implications - Trump's allies are concerned that legal actions against Powell could disrupt the bond market and hinder Powell's potential departure from the Fed after his term ends in May [1][3]. - The subpoena has drawn strong criticism from both Democrats and some Republicans, raising questions about the independence and credibility of the Justice Department [4]. - Republican Senator Thom Tillis has stated he will oppose any confirmation of a new Fed chair until the legal issues are resolved, which could delay Trump's nominee [4]. Group 3: Market Reactions - The unprecedented actions by the Trump administration signify an escalation in the long-standing conflict between Trump and Powell, particularly regarding interest rate policies [5]. - Following the news, there was a notable increase in risk aversion in financial markets, with spot gold prices reaching historic highs [5].

Wall Street futures retreated on Monday as the Trump administration's attack on the Federal Reserve revived concerns over the U.S. central bank's independence, while a proposed oneyear cap on credit card interest rates weighed on financial shares. ...

王爷说财经讯：什么情况？全球财经圈再次炸锅了！ 2026年1月12日，一则重磅消息传来：美国联邦检察官已正式对美联储主席——鲍威尔展开刑事调查。 这可是美联储历史上罕见的大事，要知道鲍威尔执掌的美联储，一举一动都牵动着全球股市、汇率的神经，这场调查会引发美国金 融市场震荡吗？调查的背后真的只是表面的办公项目问题，还是另有隐情？ 01、突发！美国联邦检察官已对鲍威尔展开刑事调查！ 先把事件核心说清楚！ 当地时间1月11日晚，美联储主席——鲍威尔亲自发布视频声明，证实自己在1月9日收到了美国司法部的大陪审团传票，对方以他 2025年6月参议院证词为由威胁起诉，而证词内容涉及美联储办公楼翻新项目。 但鲍威尔直接戳破： 这都是借口，真正原因是美联储没顺着总统的意思大幅降息。 咱们先搞懂调查的表面事由。 这个引发争议的办公楼翻新项目，最初2019年预算19亿美元，后来因为建材涨价，成本涨到了25亿美元，超支幅度达32%。 特朗普此前就多次拿这事批评鲍威尔"无能"，说这是搞"豪华装修"。 去年6月鲍威尔在美国国会作证时承认超支，但否认豪华装修，说只是为了安全和现代化。而这次调查，就是要查他是不是在证词 里撒了谎。 主导调 ...

转自：新华财经 新华财经上海1月12日电（葛佳明） 美国司法部对美联储主席鲍威尔展开刑事调查一事持续发酵，引发 全球市场避险情绪升温，黄金、白银等贵金属持续拉升，美元指数下挫。 当地时间11日晚，美联储主席鲍威尔通过美联储官网和官方社交账号发布视频声明，证实自己正面临联 邦检察官的刑事调查。调查内容涉及美联储对其华盛顿总部大楼的翻修工程，以及鲍威尔是否就该项目 的范围向国会撒谎。 鲍威尔称，特朗普政府因他2025年夏天对美国国会所作证词，威胁对他提起刑事指控，司法部已于当地 时间1月9日向美联储发出传票。鲍威尔认为这是"借口"，目的是就美联储降息问题进一步向他施 压。"（遭刑事指控威胁）只因美联储基于对公共利益的最佳评估来设定利率，而非遵循总统的偏好。" 特朗普近期表示，他已决定了新任美联储主席人选，预计将很快宣布决定。目前，市场预测当选下一任 美联储主席概率排名前三的人选分别为，美国国家经济委员会主任凯文·哈塞特，前美联储理事凯文·沃 什以及美联储理事克里斯托弗·沃勒。 分析师认为，鲍威尔频繁遭到特朗普攻击，预示着如果新任美联储主席未能兑现特朗普的期望，可能仍 将面临不确定性。特朗普明确表示，他提名的美联储 ...

Core Viewpoint - The criminal investigation subpoena issued to Federal Reserve Chairman Jerome Powell has raised significant concerns regarding the independence of the Federal Reserve, leading to a sell-off of U.S. assets and a subsequent rally in Asian markets [1][4]. Market Performance - The Straits Times Index (STI) opened with an upward trend, reaching a peak of 4777.7 points during the day, before closing at 4766.78 points, up 22.12 points from the previous trading day, marking a recent high [3]. - The overall trading volume was moderate, with 1.53 billion shares traded and a total turnover of 1.34 billion dollars; 332 stocks rose while 220 fell, indicating a bullish market sentiment [3]. Sector Performance - Among the STI constituents, Hongkong Land was the top performer, rising by 2.98% to close at 7.96 dollars; other notable gainers included ST Engineering and Seatrium, which increased by 2.68% and 1.82%, respectively [3]. - Conversely, Jardine Matheson Holdings (JMH) experienced a decline of 1.12%, closing at 73.88 dollars, making it the largest loser among the constituents [3]. Regional Market Trends - The Asia-Pacific markets showed a strong performance, with the Shenzhen Composite Index rising by 1.75%, the Hong Kong market up by 1.44%, and the Shanghai Composite Index increasing by 1.09% [4]. - Seoul and Taipei markets continued their upward trend, driven by the AI sector, with increases of 0.84% and 0.92%, respectively; Sydney's market also rose by 0.52% [4]. Implications for Global Capital Flows - Concerns over the Federal Reserve's independence are expected to impact global capital flows, potentially enhancing the attractiveness of non-U.S. assets such as European and Asian stocks [4]. - Short-term benefits for Asia-Pacific markets are anticipated due to capital inflows, although there are warnings about potential market volatility stemming from escalating U.S. political and economic tensions [4].

报道援引知情官员的话称，针对鲍威尔的刑事调查涉及美联储办公大楼的翻修工程及鲍威尔是否就该项目规模向国会作虚 假陈述。这项调查由美国哥伦比亚特区联邦检察官办公室展开，调查内容包括分析鲍威尔的公开言论及审查支出记录，调 查已于去年11月获得批准。 （央视财经《天下财经》）当地时间11日，美联储主席鲍威尔表示，检方已对他展开刑事调查，涉及美联储办公大楼的翻 修工程等问题。对此，鲍威尔称这一行动不过是借口，真实目的是对美联储施加压力，迫使其在利率决策上迎合总统的偏 好，他坚称无论何时都将秉持无畏、无私的立场履行职责。不过，特朗普随后表示，对于美国司法部向美联储发出传票的 情况，他并不知情。 自特朗普上任以来，多次以美联储降息太迟为由向鲍威尔施压，并于去年7月要求美国国会调查鲍威尔，指控鲍威尔牵头的 美联储总部建筑翻新项目存在重大违规嫌疑，对此鲍威尔承认翻新项目支出超出预算，但否认"豪华装修"指控，说翻新是 为满足"安全性和现代化"要求。鲍威尔的任期应于2026年5月结束。他曾表示，特朗普作为总统没有解除其职务的合法权 限，他将工作至任期结束。特朗普上周接受采访时表示，关于美联储主席人选他"心中已经有了决定"，但他没有 ...