当前，美联储即将于9月17日召开利率决策会议，而米兰的任命恰逢特朗普试图在美联储内部安插"影子 主席"之际，其角色被定位为在董事会中发挥监督作用。特朗普此前已明确表示，库格勒席位的提名人 将作为鲍威尔的临时替代者存在。 智通财经APP获悉，斯蒂芬·米兰作为唐纳德·特朗普总统提名的美联储理事候选人，在提前提交给参议 院银行委员会的开场发言中明确表示，将全力维护美联储的独立性及其"价格稳定与最大就业"的双重使 命。他强调："在我看来，央行核心职责是防范经济萧条与恶性通货膨胀，而货币政策的独立性正是其 成功的关键要素。" 参议院银行委员会将于周四上午就此提名召开听证会。米兰此番提名旨在填补美联储理事阿德里安娜· 库格勒因意外空缺留下的剩余任期——该任期将于2026年1月31日届满。若获通过，他将直接完成库格 勒的剩余任期，而非成为永久理事。 在政策立场方面，特朗普长期推动大幅降低借贷成本，而米兰过去曾对美联储在新冠疫情期间的激进刺 激措施提出批评。面对提名，他承诺："若获确认，我将严格依据国会授权履行职责，所有意见与决策 都将建立在宏观经济分析基础上，并以长期管理最优化为准则。"同时，他强调联邦公开市场委员会作 为 ...

Core Viewpoint - The Deputy Governor of the Bank of Japan, Shinichi Uchida, stated that price stability will not be affected by the condition of the central bank's balance sheet [1] Group 1 - The Bank of Japan emphasizes its commitment to maintaining price stability regardless of its asset and liability situation [1] - Uchida's comments reflect confidence in the central bank's ability to manage monetary policy effectively [1] - The statement may influence market perceptions regarding the Bank of Japan's future monetary policy actions [1]

Group 1 - The core viewpoint of the article is that social financing (社融) has significantly exceeded expectations, with the loan balance year-on-year growth rate rebounding after two years, primarily supported by fiscal demand [2][11] - In March, new social financing reached 5.89 trillion yuan, an increase of 1.06 trillion yuan year-on-year, with the year-on-year growth rate rising from 8.2% to 8.4%, surpassing market expectations [2][4] - The net financing of government bonds in March reached 1.48 trillion yuan, an increase of approximately 1 trillion yuan year-on-year, indicating that rapid government bond issuance may lead to quicker commencement of key investment projects this year [2][4] Group 2 - M2 growth rate remained stable at 7.0%, while M1 growth rate increased from 0.1% in February to 1.6% in March, indicating relatively ample liquidity [7][11] - In March, short-term loans for enterprises increased by 460 billion yuan year-on-year, totaling 1.44 trillion yuan, while corporate loan rates remained unchanged at 3.30% [7][8] - The actual financing scale for enterprises in March remained roughly the same as last year, with net financing for the enterprise sector at 3.1 trillion yuan, indicating stability in overall financing demand [7][8] Group 3 - Fiscal deposits remain high, with a year-on-year growth rate of 16.9% in March, suggesting significant potential for fiscal support in the near term [11][13] - The central bank's decision to release favorable data on a Sunday is seen as a strategy to stabilize market confidence ahead of the Monday opening [13][14] - The central bank's balance sheet relative to GDP is at a historically low level, providing potential for expansion, which could help lower risk premiums in uncertain economic conditions [13][14]