近日，国际清算银行(BIS)发布的数据显示，美联储、欧洲央行资产规模从峰值回落，而一些新兴市场 国家如印度、巴西的央行资产规模正在迎头赶上。这意味着，全球央行资产负债表分化可能进一步加 剧。 分析人士认为，这"一缩一胀"源于各自经济基本面与货币地位的差异。展望2026年，分化态势预 计将延续，并深刻影响全球资本流向，推动资金转向新兴市场，同时官方储备"去美元化"的结构性调整 或将延续。 全球央行资产负债表规模分化 国际清算银行日前发布的数据显示，截至2025年第三季度 末，资产规模位居榜首的是欧洲央行，其总资产达7.13万亿美元，中国和美国的央行资产规模"并驾齐 驱"，分别为6.62万亿美元和6.59万亿美元。欧、中、美三家央行合计持有全球超过一半的央行资产。 上海证券报记者梳理发现，全球主要央行在经历此前多年同步扩表后，近年来呈现显著的"分化"态势， 美联储、欧洲央行资产规模从2022年的峰值回落，而一些新兴市场国家如印度、巴西的央行正在迎头赶 上，其资产规模均超过5000亿美元。 Wind数据显示，2025年全年，美联储缩表0.31万亿美元，欧洲央 行缩表0.28万亿欧元。联合资信主权部资深分析师程泽宇称 ...

Group 1: Federal Reserve and Market Dynamics - President Trump praised BlackRock executive Rick Riedel, who has become a leading candidate to succeed Jerome Powell as Federal Reserve Chair, with nomination probability rising to around 50% as Powell's term ends in May 2026 [1] - The Bank for International Settlements reported a divergence in central bank balance sheets, with the Federal Reserve and European Central Bank's asset sizes declining while emerging market central banks like those in India and Brazil are increasing their assets, attracting international funds [2] Group 2: Commodity Prices and Company Performance - Silver futures and spot prices in London surpassed $100 per ounce on January 23, marking a historical high, with a cumulative increase of 44.38% since 2026 [3] - Gold prices reached a peak of $4,990.17 per ounce on January 23, nearing the $5,000 mark, with a year-to-date increase exceeding 15% since 2026 [4] - Zhaojin Mining and Hunan Gold announced significant profit increases for 2025, with Zhaojin expecting a net profit of between 122 million to 182 million yuan, and Hunan Gold projecting a 50% to 90% year-on-year growth, with net profits between 1.27 billion to 1.608 billion yuan [5] Group 3: Corporate Bond Issuance - Major Wall Street banks have initiated bond financing plans, with JPMorgan issuing $6 billion, Wells Fargo $8 billion, Morgan Stanley raising $8 billion, and Goldman Sachs raising $16 billion, with an estimated total issuance in the U.S. corporate bond market reaching approximately $2.5 trillion for 2026 [7] Group 4: Market Reactions and Economic Indicators - The Nasdaq futures dropped by 1.1% and S&P 500 futures fell by 0.75% on January 23, reflecting market volatility [12] - The upcoming focus includes Germany's IFO Business Climate Index for January, U.S. durable goods orders for November, and the Dallas Fed's business activity index for January, alongside the Federal Reserve's interest rate decision and earnings reports from major tech companies like Microsoft, Apple, and Tesla [20]

全球央行资产负债表分化加剧 国际资金瞄准新兴市场 ◎记者 黄冰玉 近日，国际清算银行(BIS)发布的数据显示，美联储、欧洲央行资产规模从峰值回落，而一些新兴市场 国家如印度、巴西的央行资产规模正在迎头赶上。这意味着，全球央行资产负债表分化可能进一步加 剧。 分析人士认为，这"一缩一胀"源于各自经济基本面与货币地位的差异。展望2026年，分化态势预计将延 续，并深刻影响全球资本流向，推动资金转向新兴市场，同时官方储备"去美元化"的结构性调整或将延 续。 全球央行资产负债表规模分化 国际清算银行日前发布的数据显示，截至2025年第三季度末，资产规模位居榜首的是欧洲央行，其总资 产达7.13万亿美元，中国和美国的央行资产规模"并驾齐驱"，分别为6.62万亿美元和6.59万亿美元。 欧、中、美三家央行合计持有全球超过一半的央行资产。 上海证券报记者梳理发现，全球主要央行在经历此前多年同步扩表后，近年来呈现显著的"分化"态势， 美联储、欧洲央行资产规模从2022年的峰值回落，而一些新兴市场国家如印度、巴西的央行正在迎头赶 上，其资产规模均超过5000亿美元。 Wind数据显示，2025年全年，美联储缩表0.31万亿美元 ...