阿波罗联合创始人乔什·哈里斯：沃什是美联储主席的稳健人选。 来源：金融界AI电报 ...

Core Viewpoint - Analysts highlight Kevin Warsh's past hawkish tendencies, leading investors to assess the probability of interest rate cuts and the potential independence of the Federal Reserve [1] Group 1 - Former National Economic Council Director Gary Cohn states that Warsh will bring the Federal Reserve back to "traditional" principles [1]

Report Industry Investment Rating - The document does not provide the industry investment rating [1][2][4] Core Viewpoints of the Report - The US interest rate cut cycle is not over. After the current risk factors are released, the US Treasury market may return to the downward trend of yields [2][4][15] - China's bond market also needs to pay attention to the performance of technology stocks. Whether the performance growth of technology stocks can support their valuations will have an important impact on the bond market through factors such as stock - bond linkage and the flow of household savings [4][15] Summary by Relevant Catalogs High - frequency Data Panoramic Scan - Some important risk factors in the US Treasury market in the first quarter are gradually becoming clear. The next Fed chair nominee, tariff case alternatives, the Cook case, geopolitical factors, and technology stock performance are the main observation points [4][12][13] - The performance of technology stocks in the US may continue to drive economic growth, but has limited impact on overall employment, which in turn affects inflation through the salary channel [4][15] - In the week of January 30th, the average wholesale price of pork increased by 0.89% week - on - week, the average wholesale price of 28 key monitored vegetables decreased by 0.74% week - on - week, and the edible agricultural products price index increased by 0.90% week - on - week in the week of January 23rd [4][19] - In the week of January 30th, the domestic cement price index decreased by 1.03% week - on - week, the Nanhua iron ore index decreased by 0.09% week - on - week on average, the operating rate of coking enterprises with a capacity of over 2 million tons increased by 0.26% week - on - week, the rebar inventory index increased by 7.73% week - on - week, the rebar price index decreased by 0.18% week - on - week, and the blast furnace operating rate of 247 domestic steel mills increased by 0.46% week - on - week. The producer price index decreased by 0.40% week - on - week in the week of January 23rd [4][19] - In the week of January 30th, the average prices of Brent and WTI crude oil futures increased by 5.84% and 5.38% week - on - week respectively. The average price of LME copper spot increased by 2.90% week - on - week, the average price of aluminum spot increased by 2.32% week - on - week, and the copper - gold ratio decreased by 4.21% week - on - week [4][19] High - frequency Data and Important Macroeconomic Indicators Trend Comparison - The document shows multiple charts comparing high - frequency data with important macroeconomic indicators, such as the year - on - year change of the RJ/CRB price index and the year - on - year change of export volume, the year - on - year change of the producer price index and the year - on - year change of PPI for industrial products [25][27][30] Important High - frequency Indicators in the US, Europe and Japan - The document shows charts of the US weekly economic indicators and actual economic growth rate, the number of initial jobless claims and the unemployment rate in the US, the same - store sales growth rate and PCE year - on - year in the US, and the implied prospects of interest rate hikes/cuts by the central banks of Japan and the Eurozone in the derivatives market [90][94][96] Seasonal Trend of High - frequency Data - The document shows the seasonal trends (in terms of month - on - month increase) of various high - frequency data, including the average daily output of crude steel (decadal), producer price index, steel price index of rebar, and the blast furnace operating rate of 247 domestic steel mills [102][106][110] High - frequency Traffic Data in Beijing, Shanghai, Guangzhou and Shenzhen - The document shows the year - on - year changes in subway passenger volumes in Beijing, Shanghai, Guangzhou and Shenzhen [146][148]

美国参议院银行委员会的最高层民主党议员伊丽莎白·沃伦表示，凯文·沃什并非美国需要的下一任美联 储主席人选，认为他缺乏独立判断能力。 新浪合作大平台期货开户 安全快捷有保障 责任编辑：李桐 美国参议院银行委员会的最高层民主党议员伊丽莎白·沃伦表示，凯文·沃什并非美国需要的下一任美联 储主席人选，认为他缺乏独立判断能力。 新浪合作大平台期货开户 安全快捷有保障 责任编辑：李桐 ...

民主党参议员沃伦：沃什并非我们需要的美联储主席人选。 来源：滚动播报 ...

| 国校期货 11 | | | 责金属日报 | | --- | --- | --- | --- | | | 操作评级 | | 2026年01月30日 | | 黄金 | 白银 女女女 | ☆☆☆ | 刘冬博 高级分析师 | | 销 | 女女女 | ☆☆☆ | F3062795 Z0015311 | | | | | 吴江 高级分析师 | | | | | F3085524 Z0016394 | | | | | 孙芳芳 中级分析师 | | | | | F03111330 Z0018905 | | | | | 010-58747784 | | | | | gtaxinstitute@essence.com.cn | 隔夜贵金属剧烈波动,盘中振幅超过10%。市场聚焦地缘局势变化,俄乌方面普京同意部分停火一周,美伊 依然处于焦灼状态，随时可能发动重大打击，不过特朗普表示计划与伊朗进行对话。此外特朗普称利率应下 降2到3个百分点，计划今晚公布美联储主席人选。市场消息称此前偏鹰派的沃什可能超出市场预期的成为新 任主席。短期信息繁杂,市场波动风险高，控制仓位谨慎参与。 ★★☆ 两颗星代表持多/空,不仅判断较为明晰的上涨/下跌趋势 ...

就在今晚，新任美联储主席将揭晓！ 据央视新闻，美国总统特朗普表示，将宣布美联储继任人选，并称利率应该比当前水平降低两到三个百 分点。 （文章来源：21世纪经济报道） ...

作为美联储主席的热门人选，他还有一项天然的优势，就是他拥有显赫的人脉背景：他的夫人出身于著 名的雅诗兰黛家族，其岳父罗纳德·劳德是特朗普总统的老友兼重要支持者，这为沃什在政界和商界都 提供了独特的网络资源。特朗普的传记作者Tim O'Brien曾说过："任何时候，只要某人与有权有势或有 名的人有联系，对唐纳德·特朗普来说都至关重要。" 美股频道更多独家策划、专家专栏，免费查阅>> 1月30日，据Politico，凯文·沃什（Kevin Warsh）拿下令人垂涎的美联储主席一职的可能性大增。沃什 既是央行资深人士，又是华尔街的资深人士。 责任编辑：栎树 ...

责任编辑：王永生 美国总统特朗普表示，他将于明天宣布美联储主席的人选，并称这个人选"不会让人们感到太意 外"。"很多人认为这个人几年前就应该在那里了，"特朗普在谈到拟提名的人选时称。特朗普在肯尼迪 中心向记者发表讲话。 美国总统特朗普表示，他将于明天宣布美联储主席的人选，并称这个人选"不会让人们感到太意 外"。"很多人认为这个人几年前就应该在那里了，"特朗普在谈到拟提名的人选时称。特朗普在肯尼迪 中心向记者发表讲话。 新浪合作大平台期货开户 安全快捷有保障 新浪合作大平台期货开户 安全快捷有保障 责任编辑：王永生 ...

美国总统特朗普表示，下周将宣布美联储主席人选。利率应比当前水平低两到三个百分点。 为什么鲍威尔一直不披露5月是否走人？ 随着本周美联储议息平静收场，围绕着美联储主席鲍威尔去留的问题正变得愈发紧迫： 他是否会在5月美联储主席任期届满后，一并辞去美 联储理事的职位？ 在周三的新闻发布会上，鲍威尔自去年夏季以来第四次拒绝回答这一问题。他说道："还是这样， 我不想谈论这个问题 。" 在会后发布的见解中，被称为"美联储传声筒"的尼克·蒂米劳斯透露， 鲍威尔其实早就做好"解甲归田"的准备，但急于对美联储出手的白宫 官僚们搞砸了提早锁定额外理事席位的契机 。 美联储提名的"席位算术题" 眼下的问题由美联储的治理机制和历史惯例共同造成： 美联储理事的任期长达14年，但美联储主席的任期只有4年，且美联储主席必须是理 事会成员 。自二战时期的马里纳·埃克尔斯（1934年至1948年任美联储主席，后留任理事至1951年）应时任美国总统杜鲁门邀请留任外， 后续的美联储主席均于任期届满后一并辞去理事职务。 据另一位知情人士透露，美国财长贝森特曾向同僚表示"乐观地认为鲍威尔会在5月离职"，但传票的到来改变了这一切。 美国财长对这项调 查 ...