上周，特朗普在接受《华尔街日报》采访时透露，他倾向于选择前美联储理事凯文·沃什或白宫经济顾问凯文·哈塞特担任主席。更令人瞩 目的是，他直言下一任美联储主席应该在利率设定上与他进行磋商，这明显打破了历任总统不干预利率决策的惯例。特朗普认为，他是 一个"聪明的声音"，应该被倾听。 据了解，目前进入最终候选名单的有三人：白宫经济顾问凯文·哈塞特、前美联储理事凯文·沃什以及现任美联储理事克里斯·沃勒。虽然 这三人都主张利率应低于当前水平，但似乎没有人明确表示愿意将利率降至特朗普所要求的"危机水平"。 特朗普周三与沃勒进行了会面。沃勒虽然是现任美联储官员中较早提出降息建议的人，但他同时也是美联储独立性的坚定拥护者。华尔 街见闻此前报道，沃勒曾公开表示，鉴于就业市场放缓且通胀受控，美联储仍有50至100个基点的降息空间，但他强调应采取稳健渐进的 方式，在经济增长和通胀控制之间寻求平衡。 美国总统特朗普近期就下一任美联储主席人选发表了一系列引人关注的言论，其核心在于强调新任主席必须是"大幅降息"的支持者。这 一公开表态，不仅再次展现了他对现有货币政策的不满，更引发了关于总统是否意图干预美联储独立性的广泛讨论。 在全国讲话中 ...

美国总统特朗普当地时间周四表示，他目前正就美联储主席一职对"三至四位"候选人进行面试，预计将很快决 定提名接替鲍威尔的人选。 "我认为每位候选人都是合适人选。"特朗普称，尚不确定是否会在年底前公布提名人选，但明确表示"未来数 周内"将作出决定。 特朗普曾暗示心中已有答案，他在本月早些时候称，"我已经非常清楚我想要谁了"。尽管如此，特朗普周四称 赞了数位候选人。当被问及美联储理事克里斯托弗·沃勒时，他表示双方周三已再次会面，并称其"很棒"。特 朗普说："我的意思是，他在那里工作了很长时间，是我深度参与过的人选。"特朗普曾于2019年面试沃勒并提 名他担任美联储理事。 近日，沃勒在纽约耶鲁CEO峰会上表示，利率可能在当前水平基础上下降50至100个基点，因为他预计通胀将 下降，且对疲软的就业市场感到担忧。 美联储传来大消息。 12月19日消息，特朗普表示，他与美联储理事沃勒进行了面谈，并称赞对方"很棒"。特朗普还称赞了美联储理 事鲍曼，但并未明确其是否进入最终候选名单。不过，据外媒报道，鲍曼已不再是候选人。 据媒体报道，目前，美联储主席候选名单已缩小至四人，分别为哈塞特、沃什、沃勒，以及贝莱德的里德尔。 此外，美 ...

Report Summary 1. Report Industry Investment Rating - There is no information about the industry investment rating in the provided reports. 2. Core Viewpoints - The global economy is turning weak as the US is making a series of wrong policies and is starting to contract globally, which will have a profound impact on major asset classes [2]. 3. Summary by Related Catalogs Macro and Financial - Global Economy - Trump stated that the next Fed Chair must believe in "significant rate cuts" and mortgage loan rates will further decline, and he previously asked to cut rates to 1% [1]. - The Bank of Japan is focusing on its subsequent policy path, needing to balance multiple goals [1]. - Trump's account plan is to provide $1000 for newborns to invest in US stocks, which could grow to about $5800 at 18 and about $600,000 at retirement, and over $300,000 at 18 with additional family investment [1]. - PJM's latest electricity supply auction will cost consumers $16.4 billion, with the daily cost per megawatt rising from $329.17 to $333.44 [1]. - The global platinum market will face a third - consecutive - year supply shortage in 2025, with a gap of 850,000 ounces and limited supply growth in the future [1]. - Hedge fund Point72 is considering entering the commodity trading business due to asset price fluctuations [1]. - Early Bitcoin holders are cashing out at the fastest pace in recent years, and the absorbing demand from ETFs and institutions has faded [1]. - India has become the most active AI consumer market globally, but local startups face greater competition [1]. - The Fed cut rates by 25 basis points in December, buys $40 billion of short - term bonds monthly, and its balance sheet is expanding again [2]. - Some traders are betting on a Q1 rate - cut in the changing bond - option market [2]. - The decline in Las Vegas gambling revenue is similar to the 2008 financial crisis warning [2]. - The US released a new National Security Strategy, adjusting its economic relationship with China [2]. - The Fed's Beige Book shows a K - shaped consumer spending gap in the US [2]. - Japan's 10 - year Treasury yield reached its highest since July 2007 [2]. - AI - driven investment will expand the credit market, with investment - grade bond issuance expected to reach $2.25 trillion [2]. - Google plans to double AI computing power every 6 months and achieve a 1000 - fold increase in 4 - 5 years [2]. - NVIDIA's CEO believes China will win the AI race due to regulatory and energy cost advantages [2]. - AI data - center construction will require at least $5 trillion in the next five years [2]. - The US unemployment rate rose to 4.6%, raising concerns about economic slowdown [2].

Economic Achievements - The core message of Trump's speech emphasized the economic achievements during his first 11 months in office, claiming that inflation has stopped, wages are rising, and prices are decreasing, leading to a stronger and more respected America [1] - Trump highlighted his administration's efforts in combating illegal immigration, dismantling drug trafficking organizations, and maintaining regional peace as part of the economic recovery narrative [1] Future Economic Plans - Trump announced plans to appoint a Federal Reserve chairman who supports significant interest rate cuts, indicating a focus on further economic stimulus [1] - He projected that American households would see the "largest tax cut in history" and that mortgage costs would continue to decline [1] Military Bonus Announcement - Trump revealed that 1.45 million active-duty military personnel would receive a special "warrior bonus" of $1,776 each before Christmas, celebrating the upcoming 250th anniversary of American independence [2] Political Context - The timing of Trump's speech was strategic, occurring just before the Christmas holiday and the congressional recess, as both parties prepare for the 2026 midterm election cycle [2] - Analysis indicated that the Republican Party's overall approval ratings remain in the "negative zone," particularly concerning economic issues, suggesting that Trump's speech aimed to reverse declining support and address criticisms regarding unfulfilled campaign promises [2]

来源：中国新闻网 美联社评价说，特朗普在念这份事先准备的讲稿时几乎没有停顿换气，其中很大一部分内容是在抱怨拜 登执政时期美国的国内状况。"与其说是一场正式讲话，不如说是一通情绪宣泄。" 谈到明年的经济工作，特朗普表示，自己将任命一位支持大幅降息的美联储主席。他还提到，美国民众 明年将看到"美国历史上最大规模减税成果"；美国家庭的房贷成本还会继续下降。 特朗普还宣布，145万名美国现役军人将在圣诞节前收到一笔特别的"战士红利"。每人1776美元，以庆 祝即将到来的美国独立250周年。 特朗普此次发表全国电视演讲的时间点，是在美国圣诞长假之前。美国国会即将进入长达两周的休会 期，两党议员将正式进入2026年中期选举的竞选周期。 《华盛顿邮报》分析认为，目前，共和党在选民中的总体评价仍处于"负值区间"，尤其在经济议题上。 特朗普此举意在扭转其支持率下滑的局面，同时回应对他未能兑现若干关键竞选承诺的质疑。(完) 特朗普发表全国电视讲话 盘点经济"成绩单" 中新社华盛顿12月17日电 (记者 陈孟统)美国总统特朗普17日晚在白宫发表全国电视讲话，重点聚焦经 济议题，盘点执政近一年所取得的成绩。 在这场不到20分钟的讲话 ...

当地时间周三，美国总统特朗普在全国讲话中明确表态，下一任美联储主席必须是相信"大幅降息"的人选，并承诺将很快公布这一关键任职决 定。这一表态再次凸显了特朗普对当前货币政策的不满，以及他试图对美联储独立性施加影响的意图。 特朗普在讲话中表示："我将很快宣布我们的下一任美联储主席，这个人相信要大幅降低利率，抵押贷款利率将进一步下降。"目前美联储基准利 率区间为3.5%-3.75%，而特朗普此前曾要求将利率降至1%的"危机水平"。 特朗普上周接受《华尔街日报》采访时透露，他倾向于选择前美联储理事凯文·沃什或白宫经济顾问凯文·哈塞特担任主席。更值得关注的是，特朗 普明确表示下一任美联储主席应该就利率设定与他进行磋商，这打破了总统通常不干预利率决策的传统做法。 三名候选人均支持降息，但程度不同 目前已知的决赛候选人包括白宫经济顾问凯文·哈塞特、前美联储理事凯文·沃什以及现任美联储理事克里斯·沃勒。这三人都主张利率应该低于当 前水平。 然而，没有一位候选人明确表示会推动美联储将利率降至特朗普要求的水平。特朗普在某些情况下要求将利率降至1%的危机水平，但即使是他最 新任命的理事斯蒂芬·米兰也不主张将利率降至如此低的水平。 ...

今日周四(12月18日)亚盘时段，国际白银目前交投于66.17一线上方，今日开盘于66.21美元/盎司，截至发稿，国际白银 暂报66.35美元/盎司，上涨0.27%，最高触及66.50美元/盎司，最低下探65.54美元/盎司，目前来看，国际白银盘内短线 偏向震荡走势。 特朗普试图通过宣传他在其他问题上的工作来提高其支持率，他说，他在支持军队和促成加沙停火的同时，阻止了无 证移民和毒品的流入。"我们正在取得进展。没人能相信发生了什么，"特朗普说。 【最新国际白银行情解析】 隔夜突破64.00美元附近的水平阻力被视为国际白银多头的关键触发因素，并验证了短期的积极前景。该水平现在与100 小时简单移动平均线(SMA)的关键支撑重合，这反过来应该为该商品提供强有力的基础，并成为短期交易者的关键枢 纽点。 相对强弱指数(RSI)在1小时图上显示为59.95，处于中性至看涨状态，尽管在日线图上显示出超买状态。 此外，100小时SMA的上升斜率表明，任何修正性下滑更可能吸引逢低买入。保持在上升的SMA之上将维持国际白银 的上行趋势，而若果断跌破该支撑位，则将开启更深的回调。MACD回归正区间，以及RSI保持在50以上将增强 ...

美联储理事米兰表示，他很可能在明年1月底任期届满后继续留任，直到新任理事获得确认填补他的空 缺。米兰计划继续留在理事会之际，正值特朗普考虑人选以接替将于5月卸任的美联储主席鲍威尔。 由于鲍威尔尚未表明是否会在主席任期结束后辞去理事职务，特朗普预计将利用米兰的席位，将其提名 的主席人选安排进理事会。特朗普暗示可能在明年年初前作出主席人选决定，并明确表示只会选择支持 其大幅降息主张的人选。不过，米兰称，他未来是否会继续就利率决议提出异议，将取决于官员们后续 的政策行动。（新华财经） ...

Group 1 - President Trump has named Kevin Hassett and Kevin Walsh as his top candidates for the Federal Reserve Chair position, indicating a preference for collaboration on interest rate decisions [1][2] - Trump suggested that Walsh's ranking among candidates has improved, while Hassett was previously seen as the frontrunner [1][2] - Trump emphasized that both candidates are excellent and mentioned the possibility of other outstanding candidates [1][2] Group 2 - Trump reiterated his call for significant interest rate cuts, stating that rates should be lowered to 1% or even lower [3] - He believes that the next Federal Reserve Chair should consult him on interest rate matters, which would challenge the traditional independence of the Federal Reserve [1][2]

Group 1 - The current trading price of silver TD is above 14,168, with an opening price of 13,690 per kilogram and a current price of 14,314, reflecting a 5.19% increase. The highest price reached 14,398 and the lowest was 13,690, indicating a short-term oscillating trend in the market [1] - The next potential Federal Reserve Chair, Hassett, stated that there is "ample room" for significant interest rate cuts, suggesting that if data supports it, cuts could exceed 25 basis points [1] - President Trump indicated that rapid interest rate cuts would be a "litmus test" for his choice of Federal Reserve Chair, emphasizing the importance of loyalty versus independent economic judgment [1] Group 2 - The daily chart for silver TD shows a strong upward trend with robust bullish momentum, as indicated by the RSI being at a high level and the DMI showing an upward trajectory. The support levels are noted between 13,000 and 13,500, while resistance levels are between 14,000 and 14,500 [1]