特朗普质疑上述就业数据的真实性，但美国舆论普遍认为他的质疑缺乏依据。经济学家分析认为，前两 个月就业数据大幅下调，可能恰好反映出美国经济此前的隐忧被低估了。 有媒体分析指出，经济数据的收集本就存在滞后性。美国彼得森国际经济研究所高级研究员、前财政部 官员加里·赫夫鲍尔对新华社记者表示，联邦政府裁员等数据报告的延迟，可能是5月和6月就业数据下 调的一个原因。赫夫鲍尔认为，解雇劳工统计局局长充满政治意味，缺乏与绩效或能力有关的合理依 据。 新华财经华盛顿8月5日电（记者熊茂伶）因不满美国劳工部发布的最新就业数据，美国总统特朗普日前 让劳工部下属的劳工统计局局长埃丽卡·麦肯塔弗"走人"，并指控她"出于政治目的操纵就业数据"。这 一举动引发美国舆论广泛关注。经济学家和观察人士认为，没有确凿证据证明统计数据作假，疲软的就 业数据或反映出美国经济形势恶化。 美国劳工部1日公布的数据显示，7月美国失业率环比上升，非农业部门新增就业岗位7.3万，表现逊于 市场预期。同时，5月和6月非农业部门新增就业岗位数量较此前公布数据大幅下调，调整后分别为1.9 万和1.4万，显示美国就业市场明显降温。 《华盛顿邮报》刊登观点文章认为，特 ...

特朗普（资料图） 在本次议息会议之前，市场普遍预计美联储 9 月降息的概率超过 65%，10 月底前降息几乎是板上钉钉的 事。然而，美联储的决定狠狠地泼了市场一盆冷水。 美联储主席鲍威尔在利率决议后的新闻发布会上表示，现在就断言美联储是否会像金融市场预期的那样在 9 月下调联邦基金利率还为时过早，美联储尚未就 9 月利率做出任何决定，将在下次议息会议前夕参考有关 经济的信息。 此番言论一出，直接导致美联储 9 月份降息的可能性降至约四成，10 月份降息的可能性约为 80%。 事实上，从经济数据来看，美国经济在 2025 年第一季度萎缩之后，在第二季度强势反弹，第二季度实际 GDP 年化季率初值增长 3%，超过了市场预期的 2.4%。 据央视新闻报道，美国联邦储备委员会结束为期两天的货币政策会议，宣布将联邦基金利率目标区间维持 在 4.25% 至 4.50% 之间不变，这是今年美联储连续第五次决定维持利率不变。 本次议息会议备受关注，不仅因为其本身的重要性，还由于市场对美联储是否降息的预期与猜测早已炒得 沸沸扬扬。而结果出炉后，可谓是一石激起千层浪，引发了诸多连锁反应。 特朗普（资料图） 一方面，部分理事认为当 ...

全球最大黄金etf--iSharesSilverTrust持仓报告显示，8月1日黄金etf持有量为953.08吨，较上一交易日减少 1.43吨。周五(8月1日)截止收盘，现货黄金报3362.52美元/盎司，涨幅2.23%，日内最高上探至3363.20美 元/盎司，最低触3281.29美元/盎司。 据相关报道显示，美国劳工统计局所发布的报告指出，在7月份，美国新增就业岗位仅有7.3万个，这一 数字远远低于此前的预期。不仅如此，5月和6月的就业数据还进行了下调，累计减少的岗位数量高达 25.8万个。与此同时，另有数据显示，今年上半年美国经济产出以及消费者支出均呈现出放缓态势。这 一系列数据清晰地表明，美国的经济形势正趋于恶化。 在此背景下，美国总统特朗普做出了一项引人瞩目的举动——解雇了劳工统计局局长埃丽卡·麦肯塔弗。 该局长原本是在拜登总统任期内于2024年1月被正式任命的。特朗普在其社交平台上为这一解雇决定进 行辩解，声称相关数据是"被操纵"的，其目的在于抹黑他本人以及共和党人；他还宣称在自己执政期 间，美国经济一片"欣欣向荣"的景象，然而却并未提供任何实质性证据来支撑这一说法。 特朗普的这一行为引发了广泛的 ...

Group 1 - The Federal Reserve decided to maintain the federal funds rate target range at 4.25% to 4.50%, marking the fifth consecutive meeting with no change in rates, aligning with market expectations [2] - The Fed's decision reflects a cautious and wait-and-see attitude towards the current economic situation in the U.S., acknowledging a slowdown in overall economic activity while noting a stable job market and low unemployment rates [3] - High inflation remains a significant concern, preventing the Fed from lowering interest rates despite weakening growth momentum [3] Group 2 - The Federal Open Market Committee (FOMC) had 12 voting members, with 9 supporting the decision to keep rates unchanged, while 2 members voted for a 25 basis point cut, indicating internal divisions within the Fed regarding future monetary policy [5] - The differing opinions among Fed members highlight concerns about high inflation versus the potential negative impacts of economic downturns and tariff policies on the U.S. economy [6] - The dissenting votes from two members, both nominated by former President Trump, suggest potential political influences on the Fed's independence and decision-making process [6]

Group 1: Federal Reserve Meeting Outcomes - The Federal Reserve maintained the federal funds rate target range at 4.25%-4.5% during the July 29-30 meeting, with no rate cuts so far this year[1] - Market expectations for rate cuts this year have decreased from 2 times to 1 time following the meeting, aligning with the Fed's cautious stance[1] - The Fed acknowledged a slowdown in economic activity in the first half of the year, shifting from a previous optimistic outlook[2] Group 2: Economic Indicators and Risks - The U.S. GDP grew by 3% in Q2, reversing a -0.5% contraction in Q1, with net exports contributing positively[6] - The manufacturing PMI rose by 0.5 percentage points to 49% in June, indicating slight improvement but still in contraction territory[6] - The July CPI year-on-year was reported at 2.7%, with inflation expectations for the next year dropping to 4.4%[7] - Risks include financial instability, unexpected Fed policy changes, geopolitical conflicts, and potential inflation rebounds[14]

Core Viewpoint - Powell indicated that interest rates reflect that the U.S. economic situation is better than that of other countries [1] Group 1 - The U.S. economy is showing stronger performance compared to global counterparts, influencing interest rate decisions [1]

Group 1 - The conference marks the 41st Annual Strategic Decisions Conference, featuring Wells Fargo's CEO Charlie Scharf [1][2] - Charlie Scharf has been serving as CEO and President of Wells Fargo since 2019 [2] - The discussion will focus on the current macroeconomic environment and its impact on consumer and corporate behavior [5] Group 2 - There is ongoing concern among consumers and businesses, but it has not significantly affected spending or credit behavior [6] - Strong consumer spending and credit performance are observed, alongside robust performance from corporate clients [6]

Core Viewpoint - The survey indicates a prevailing pessimism among Michigan residents regarding the U.S. economic outlook, particularly influenced by the Trump administration's tariff policies [1] Economic Sentiment - Approximately 54% of respondents believe that the tariff policies will negatively impact Michigan's economy [1] - 62% of respondents perceive the U.S. economy as currently weak or heading towards recession [1] Impact of Tariff Policies - A significant 79% of respondents anticipate that the tariff policies will lead to an increase in commodity prices, thereby raising the cost of living for residents [1]

Core Viewpoint - The President of the San Francisco Federal Reserve, Daly, stated that the FOMC's monetary policy is prepared to respond to the economic situation in the United States [1] Group 1 - The FOMC is ready to adjust its monetary policy based on the evolving economic conditions in the U.S. [1]

Group 1 - The Vice President of the United States, Vance, criticized Federal Reserve Chairman Jerome Powell, stating that while Powell is a decent person, he has been wrong on almost all matters, particularly in addressing inflation issues caused by former President Biden and responding to trade agreements under the Trump administration [1][3]. - Federal Reserve Governor Waller defended the independence of the Federal Reserve, emphasizing that its structure has withstood the test of time and should be preserved to ensure objective and non-partisan policy-making, which is crucial for economic stability and reducing inflation [3]. - Powell warned that if Trump's tariffs remain at current levels, it could delay the Federal Reserve's ability to achieve its mandated goals, leading to higher inflation risks and increased unemployment [3][5]. Group 2 - Powell, who was nominated by Trump in 2017 and re-nominated by Biden in 2022, has faced criticism from Trump, who has previously urged for interest rate cuts and threatened Powell's position [5]. - The Federal Reserve decided to maintain the federal funds rate target range at 4.25% to 4.50%, marking the third consecutive meeting without a rate cut, reflecting concerns about rising unemployment and inflation risks in the current economic climate [5][6]. - Recent economic data showed that in April, non-farm payrolls increased by 177,000, and the unemployment rate remained steady at 4.2%, while the Consumer Price Index (CPI) rose by 2.4% year-on-year, indicating mixed signals in the economy [6].