突发特讯！央行公布黄金储备，美元大动脉被切，引发全球高度关注 现在全球金融格局确实正在经历一场不小的变动，这种感觉就像原来大家只认一条路，结果突然多了好几条可以选，谁都不想再被一根 绳子牵着走。 美国这几年明显有点回收拳头的意思，战略方向上不再一味往外扩，把重心慢慢往美洲这边拉，欧洲、印太那边的事儿，能不管就不 管，能少管就少管，说白了就是把自己家后院收拾利索，外面只要不闹大事，基本都能忍得住。 这种做法其实挺现实，毕竟美国国内产业压力越来越大，财政也不宽裕，没那么多钱和精力再到处撒网，集中兵力搞定本土才是王道， 外部影响力靠海上通道和金融制裁维持，能用金融手段解决的，坚决不动真刀真枪。 美国对中国的态度也变了，近乎对等竞争，既不想直接撕破脸，又不愿意让步太多，战略上留了不少灵活空间，既能威慑，又能避免直 接冲突，万一局势有变，还能随时调整。 这种"收缩+管控"的组合策略，既是无奈，也是算计，反正现在全球局势复杂，谁都不敢轻易下注。 说到金砖国家，最近动作也挺密集。 中国这边黄金储备已经涨到7412万盎司了，这是2025年11月的数据，延续了去年底的增持趋势。 外汇储备也保持在3.346万亿美元，没啥大波动。 ...

Group 1 - Economist Nouriel Roubini predicts that the U.S. core inflation rate will rise to 3.5% by the end of 2025, indicating a slowdown in economic growth and potential recession in the second half of this year [1] - Roubini warns that inflation remains too high, making it difficult for the Federal Reserve to shift its policy, as the core personal consumption expenditure index remains stubbornly above target levels [1] - He anticipates a "mild stagflation shock" and expects global trade negotiations to cool down, potentially leading to many countries facing tariffs of around 15% [1] Group 2 - Roubini is the fund manager of the Atlas U.S. Fund (USAF), which aims to protect investors from inflation, economic shocks, and climate instability, currently managing assets of $17 million [2] - Since its launch in November, USAF has risen over 5%, although it has underperformed compared to the S&P 500 index [2] - The fund focuses on stable returns rather than high returns, appealing to investors expecting slow, long-term instability rather than sudden collapse [2] Group 3 - USAF has recently increased its exposure to cybersecurity and defense technology while buying short-term inflation-protected bonds and reducing real estate holdings [3] - Roubini believes that the global economy is gradually moving away from the dollar, with investors preparing for this shift [3] - The fund's portfolio includes gold, short-term U.S. government bonds, and agricultural products, which have shown mixed performance [2][3] Group 4 - Roubini's outlook includes rising inflation, slowing growth, geopolitical uncertainty, and tightening global financial conditions [4]