今 日 早 评 投资咨询中心 2025年12月31日 研究员 姓名：师秀明 邮箱：shixiuming@nzfco.com 期货从业资格号：F0255552 期货投资咨询从业证书号：Z0010784 姓名：曹宝琴 邮箱：caobaoqin@nzfco.com 期货从业资格号：F3008987 期货投资咨询从业证书号：Z0012851 姓名：蒯三可 邮箱：kuaisanke@nzfco.com 期货从业资格号：F3040522 期货投资咨询从业证书号:Z0015369 重点品种： 【短评-黄金】美国总统特朗普再次威胁，他可能会因"严 重失职"而起诉现任美联储主席鲍威尔。特朗普还表示，自己 心中已有美联储下任主席的心仪人选，预计明年1月宣布。评： 美联储主席人选近期或公布，将决定市场对明年降息幅度的预 期。年底美国方面依然流动性趋紧，利空黄金。贵金属实现大 幅回调，黄金中期依然看高位震荡。关注黄金、白银相互影 响。 【短评-白银】今日凌晨，美联储公布的12月会议纪要显 示， FOMC在12月会议上同意降息，但官员们分歧严重。一些与 会者表示，根据他们的经济展望，在本次会议下调利率区间 后，可能需要在一段时间内保持 ...

特朗普再次对现任美联储主席鲍威尔表达不满，他的任期将于明年5月结束。特朗普称，"很想把在任的 那家伙（鲍威尔）现在就赶走……但人们在阻止我。他的工作很糟糕。事实是，我们已经如此成功，我 们已经超越了他的愚蠢的利率。他一直都做错了。所以我管他叫太迟先生"。 来源：证券时报e公司 人民财讯11月19日电，当地时间11月18日，美国总统特朗普在白宫会见来访的沙特王储兼首相穆罕默德 ·本·萨勒曼。在回答有关美联储新主席人选的提问时，特朗普表示他已经面试了一些人，并且心中已经 有了人选。 ...

Group 1 - President Trump expressed a strong stance on monetary policy, advocating for a 1% interest rate cut to reduce government debt interest payments, highlighting the importance of the recent Consumer Price Index (CPI) data [1][3] - The latest inflation data showed a lower-than-expected month-on-month increase, with the core CPI rising only 0.1% from April and maintaining a year-on-year growth of 2.8%, the slowest since spring 2021 [3] - Treasury Secretary Becerra attributed the slowing inflation to Trump's policies, emphasizing that the current administration's actions have significantly improved inflation rates after four years of rising prices [3] Group 2 - Speculation regarding the appointment of a new Federal Reserve Chair is influencing market sentiment, with Trump indicating he will soon announce a successor to Powell [4] - Billionaire investor Paul Tudor Jones suggested that Trump may appoint a "super dove" to lead the Federal Reserve, with Becerra being a strong candidate due to Trump's focus on economic growth and loyalty [4] - The interplay between Trump's interest rate cut advocacy, inflation data interpretation, and Federal Reserve Chair speculation reflects the complex dynamics of U.S. economic policy, which is closely monitored by investors and the public [4]

Group 1 - President Trump indicated that a decision regarding the next Federal Reserve Chairman will be announced soon, emphasizing that a good Chairman should lower interest rates [1] - Trump suggested that the Federal Reserve should reduce interest rates by a full percentage point, criticizing current Chairman Jerome Powell for being slow to act on lowering borrowing costs [1] - Trump's comments and actions have led to speculation about the potential replacement of Powell, with Kevin Warsh being a favored candidate for the position [1][2] Group 2 - Concerns have arisen regarding the independence of the Federal Reserve, as Trump's repeated criticisms of Powell and the potential for a leadership change may undermine future monetary policy effectiveness [2][3] - The uncertainty surrounding trade policies and tariffs has increased worries among Federal Reserve officials about persistent inflation, which has contributed to Powell's reluctance to lower interest rates [2] - Financial analysts have suggested that Powell may face significant challenges, including the possibility of being directly dismissed or having his authority undermined by a new appointee [2]