鲍威尔本人将此举斥为白宫试图施压降息的"借口"，而他的任期将于5月结束，特朗普已开始面试潜在 继任者，包括贝莱德高管Rick Rieder。 今日周二(1月13日)亚盘时段，纸白银目前交投于18.812一线上方，截至发稿，纸白银暂报18.947元/克， 下跌0.88%，最高触及19.327元/克，最低下探18.702元/克，目前来看，纸白银盘内短线偏向看涨走势。 这一事件不仅加剧了政治干预美联储的风险，还直接冲击了美元的长期前景，导致美元指数周一下跌 0.23%，收报98.90，盘中一度逼近200日均线。Bannockburn Global Forex首席市场策略师Marc Chandler 表示，这一传票事件盖过了地缘政治因素，终结了美元的新年涨势。 【要闻速递】 美国司法部威胁就鲍威尔在美联储华盛顿总部25亿美元大楼翻修项目上的国会证词提起刑事诉讼，这一 消息如同一枚重磅炸弹，炸开了市场对美联储独立性的担忧之门。 【最新纸白银行情解析】 日图来看，纸白银价格开盘逐步回调，跌至负值区间，目前跌超1%，一小时布林带向上缩紧，表明反 弹力度减弱，一小时MACD直方图处负值且逐步拉升，与反弹趋势形成背离，显示上涨 ...

今日凌晨12月美联储如期降息了25个基点，但消息一落地，美股、黄金和美债迅速反弹，美元指数 回落，原因是 市场此前普遍预期的"鹰派口径"并没有出现 。 这太意外了。 在利率决议之前，市场已经把鹰派降息作为共识：降息25个基点几乎没有悬念，但美联储大概率会 强调未来仍需谨慎，让市场不要提前押注宽松。 资本市场也提前交易了这个预期。近期美元指数企稳偏强、黄金在高位震荡、美股上涨也相对克制， 美债持续下跌。 所以 在本轮利率决议会议上，市场关心的重点不是降息，而是美联储主席鲍威尔的表态是否比预期 更紧。 但实际上 鲍威尔不刚了，结果 意外偏鸽 。鲍威尔下调通胀前景，称通胀将在明年下半年回落；更重 要的是，美联储宣布从本月开始扩大资产负债表，买入400亿美元短期国债，这一操作本质上意味着 实际金融条件进一步放松。 出品 | 妙投APP 作者 | 丁萍 编辑 | 关雪菁 头图 | 视觉中国 整体来看， 这次利率会议是略超市场预期的，很多资产也收复了之前的跌幅 。但在尾盘，市场的关 注点似乎从美联储的政策基调转向了政治风险。特朗普在会后喊话降息幅度本可以加倍，让市场解读 为白宫又开始干预美联储了，因此压制了美股和黄金在尾 ...

Core Viewpoint - The selection of the next Federal Reserve Chair is under scrutiny, with President Trump expressing dissatisfaction with current Chair Jerome Powell and hinting at potential candidates for the position [1][2][3] Group 1: Presidential Remarks - President Trump claims to know his choice for the next Federal Reserve Chair but has not disclosed the name [1] - Trump has openly criticized Powell, calling him a "fool" and expressing a desire to replace him immediately, citing interference from others [1] - The current term of Powell as Chair ends in May 2026, but his term as a board member lasts until 2028 [1] Group 2: Candidate Selection Process - Treasury Secretary Mnuchin is leading the selection process, with a narrowed list of five candidates including Christopher Waller, Michelle Bowman, Kevin Warsh, Kevin Hassett, and Rick Rieder [2] - Trump describes the candidate list as containing both surprising and conventional names, indicating a potential for traditional selection methods [2] - A formal recommendation is expected to be submitted to the President after the Thanksgiving holiday, with the nominee needing Senate approval [2] Group 3: Challenges for the Next Chair - The next Federal Reserve Chair will face dual challenges: pressure from the Trump administration for low interest rates and the need to maintain global market confidence in the Fed's independence [2] - Increased political interference could undermine the credibility of the dollar and lead to volatility in international financial markets [2][3] - The Federal Reserve's decisions are critical not only for the U.S. economy but also for global capital flows, exchange rate stability, and emerging market debt risks [3]

Group 1 - The U.S. Treasury Secretary, Becerra, suggests a comprehensive review of the Federal Reserve's operations, questioning its effectiveness in fulfilling its responsibilities [1] - Becerra's comments may be aimed at pressuring the Federal Reserve to accelerate interest rate cuts, similar to the ongoing demands from Trump [1] - The potential changes in the Federal Reserve's operational logic could have a more lasting impact than merely dismissing the current chair [1] Group 2 - The Federal Open Market Committee (FOMC) consists of seven Federal Reserve governors and five regional bank presidents, with the chair and vice-chair elected annually [2] - Changing the structure of the Federal Reserve requires Congressional approval, which may be a lengthy process due to cautious attitudes among many Republicans [2] - Tim Duy from SGH Macro Advisors notes that to significantly alter the Federal Reserve's direction, the White House would need more FOMC seats to gain sufficient voting power [2] Group 3 - If the Trump administration cannot secure more seats on the FOMC, it may attempt to change the Federal Reserve's "genetics" through a major review of its thinking, forecasting models, and communication methods [3] - Kevin Warsh, a potential candidate for the next Federal Reserve chair, is critical of traditional Federal Reserve analysis and believes there is room for interest rate cuts [3] - The Trump administration appears to aim for low interest rate policies while managing the maturity of U.S. debt, potentially collaborating with the Federal Reserve to control the yield curve [3]

Group 1 - The White House has denied rumors of an imminent replacement for Federal Reserve Chairman Jerome Powell, stating that the decision is not urgent but the President has the authority to change his mind at any time [1] - Powell's term will end in May next year, and if a successor is announced early, it may be perceived as an attempt to establish a "shadow Fed chairman," potentially undermining the Fed's credibility as an independent institution [1] - Following the news, the dollar fell and bond yields dropped as investors reassessed the political risks and potential policy shifts facing the Federal Reserve [1] Group 2 - President Trump has been pressuring Powell for significant interest rate cuts, leading to expectations that he will appoint a more dovish new chairman [2] - Potential candidates for the position include former Fed governor Kevin Warsh, who is seen as politically savvy and has previously advised Trump against firing Powell [2] - Other candidates mentioned are Fed governor Christopher Waller, Treasury Secretary Steven Mnuchin, and White House National Economic Council Director Kevin Hassett [2]