另据美国Axios新闻网报道，鲍威尔11日晚间发表罕见公开声明，将这项调查形容为对美联储政治独立性的公然攻击。 "周五，美国司法部向美联储送达了大陪审团传票，威胁就我去年6月在参议院银行委员会作证一事提起刑事指控。该证词部分涉及一 项为期多年的历史性美联储办公大楼翻修工程。"鲍威尔在声明中表示，"没有人——当然也包括美联储主席——可以凌驾于法律之 上。但这一前所未有的举动，应当置于本届政府持威胁态度并持续施压的大背景下加以审视。" "这些只是借口，"鲍威尔补充说，"刑事指控的威胁，源于美联储基于我们对公共利益的最佳评估来设定利率，而不是遵循总统的偏 好。这关乎美联储能否继续依据证据和经济状况来设定利率——还是说，货币政策将受制于政治压力或胁迫。" 《纽约时报》介绍说，此次调查标志着针对鲍威尔的新一轮重大新法律攻势的开启。因拒绝按照其要求大幅降息，鲍威尔长期遭到特 朗普抨击。特朗普曾威胁要解雇鲍威尔，并以"无能"为由，暗示可能就美联储总部翻修工程对鲍威尔提起诉讼。 【环球网报道 记者 张倩】美国《纽约时报》当地时间11日援引知情官员消息报道称，美国哥伦比亚特区联邦检察官办公室已对美联 储主席鲍威尔展开刑事调查， ...

Core Viewpoint - Recent surge in gold prices driven by multiple factors including expectations of Federal Reserve rate cuts, rising global geopolitical uncertainties, and increased central bank gold purchases [1][2][3] Group 1: Factors Driving Gold Price Increase - The primary drivers of the recent gold price surge are heightened expectations for Federal Reserve rate cuts and concerns over the political independence of the Fed, leading to increased risk aversion [2][3] - The Federal Reserve's shift towards a more accommodative monetary policy was signaled by Chairman Powell at the Jackson Hole conference, which has significantly raised market expectations for rate cuts [2] - Recent labor market data showed disappointing job growth, reinforcing expectations for a rate cut in September, with traders now pricing in a 100% probability of a cut [2][4] Group 2: Central Bank and ETF Demand - Strong global buying pressure, particularly from central banks and increased inflows into gold ETFs, has provided substantial support for gold prices [3][6] - Central banks have been significant buyers, with global official gold reserves increasing by 166 tons in Q2 2025, maintaining historical highs [3] - China's central bank reported an increase in gold reserves to 74.02 million ounces, marking the tenth consecutive month of increases [3] Group 3: Future Price Predictions - Analysts, including Goldman Sachs, have raised their gold price forecasts, with a baseline target of $4,000 per ounce by mid-2026 and a potential extreme scenario of $5,000 [4][5] - The expectation of continued rate cuts and ongoing political uncertainties are seen as key factors supporting this optimistic outlook for gold prices [4][5] Group 4: Investment Strategies - Investors are encouraged to consider various investment tools in the gold market, including physical gold, liquid gold ETFs, gold mining stocks, and leveraged gold futures [6] - The low correlation of gold with traditional stock and bond assets makes it an effective tool for risk diversification and stabilizing overall portfolio returns [6]

Group 1 - Lisa Cook, a Federal Reserve governor, responded to Trump's dismissal claims, asserting that her mortgage disclosures during the 2022 nomination process were complete and legally sound [1] - Cook's properties included a primary residence in Michigan, a secondary residence in Georgia, and a property in Massachusetts listed as both a current residence and rental [1] - Trump's allegations of fraud regarding Cook's mortgage applications are challenged by her legal team, emphasizing that such claims should have been addressed during the confirmation process rather than post-appointment [1] Group 2 - Cook has consistently aligned with Fed Chair Jerome Powell on monetary policy, maintaining the benchmark interest rate between 4.25% and 4.50% since December 2023, despite Trump's calls for aggressive rate cuts [2] - The case has raised significant concerns about the political independence of the Federal Reserve, with Trump's actions viewed as a challenge to the central bank's autonomy [2] - A decision on whether to issue a temporary injunction against Cook's dismissal is pending from a federal judge, which could have lasting implications for the Fed's personnel structure [2]

Group 1 - The likelihood of Federal Reserve Chairman Powell announcing a rate cut after this week's policy meeting is very low, following the pattern of his three predecessors [1] - Powell's term will end in May next year, and he aims to maintain his anti-inflation credibility and political independence as he concludes his tenure [1] - Recent data shows both inflation and the economy are cooling, with political pressure from the Trump administration being a key factor affecting the Fed's actions [1] Group 2 - The market expects the Fed to maintain stable rates in June and July, but may revise economic and rate forecasts this week [2] - Investors are keen to find clues that could lead to the next rate cut, especially given the overall health of the U.S. economy despite a slow cooling [2] - Historical data indicates that the S&P 500 index has averaged a 16% increase in the last 12 months of the previous three Fed chairmen's terms [2]