检察官指控鲍威尔在这个项目的管理过程中存在不当行为，更严重的是，他们认为鲍威尔在2025年6月 向国会作证时，就项目的规模和细节提供了虚假陈述。表面看，这是一桩工程腐败调查，但实际上，谁 都清楚这是特朗普有意针对美联储与鲍威尔。 我们知道，美联储是独立机构，它的政策比如调整利率，本来不受总统直接干预。这是美国多年来的政 治默契，目的是保证货币政策的稳定性，不被短期政治利益绑架。但特朗普一直想打破这个规则，把美 联储政治化，让它配合自己的经济议程。 这次调查就是特朗普的关键一步。他的团队一直觉得，鲍威尔领导下的美联储太保守了。尤其是2025年 美国面临通胀压力的时候，鲍威尔始终不肯大幅降息，这让特朗普非常不满。所以这次调查，根本不是 单纯的司法行动，而是特朗普的政治杠杆，目的就是迫使鲍威尔辞职，或者乖乖妥协。 而且这不是特朗普第一次用这种手段施压美联储。早在2025年，他就推动过对美联储理事莉萨·库克的 刑事调查，指控她涉及抵押贷款欺诈。现在故技重施针对鲍威尔，套路完全一样。 更值得注意的是，鲍威尔今年5月份就到任期要下台了。特朗普明明等几个月就能让他自然离任，却非 要在这个时候发起刑事调查，这是为何？原因很简 ...

Group 1 - Trump's influence on the international political stage is diminishing, impacting countries and leaders that rely on him, such as Japan's Suga Yoshihide [1] - The recent victory of Democratic candidate Erin Higgins in the Miami mayoral election, defeating Trump's endorsed Republican candidate, signifies a significant blow to Trump's political clout [1][3] - Polls indicate a drastic shift in public opinion against Trump, driven by rising living costs, immigration policy failures, and mishandling of the Epstein case, posing serious challenges to his political future [3] Group 2 - Trump's economic policies, particularly the imposition of high import tariffs, have led to a surge in inflation, surpassing the Federal Reserve's 2% target, revealing the fragility of the U.S. economy [3] - Despite Republican economic policies being perceived as superior, the gap in public support is narrowing, indicating potential further declines in Trump's approval ratings [3] - Suga's attempts to engage with Trump, including proposing a meeting in a third country, appear unrealistic given Trump's indifference towards U.S.-Japan relations and the minimal benefits Japan can offer [5] Group 3 - Suga's domestic political issues, including a scandal involving illegal donations, undermine her credibility and may lead her to seek Trump's support to regain public favor, which could backfire [5][7] - The tension in U.S.-China relations is exacerbated by Suga's passive diplomatic approach, which fails to build trust and may hinder any potential improvement in bilateral relations [5][7] - The future of U.S.-China relations and Suga's role in it remains uncertain, with her political survival increasingly dependent on breaking the current deadlock [7][8]

Group 1: Macroeconomic Dynamics - The expectation of a US interest rate cut is a key driver for the recent rise in gold prices, with the 2-year US Treasury yield declining by 44 basis points from July 16 to September 5, while gold prices increased by 7.5% during the same period[6] - The US employment data has shown a rapid decline, with an average of only 27,000 new jobs added per month from May to August, supporting the Fed's potential rate cut in September[4] - The ICE US Dollar Index's non-commercial net short positions have increased, indicating a growing bearish sentiment towards the dollar, which historically correlates with rising gold prices during periods of rate cuts[2][8] Group 2: Geopolitical and Market Factors - The Trump administration's interference with the Federal Reserve's independence has raised concerns about the credibility of the dollar, contributing to upward pressure on gold prices[13] - Asian markets have significantly contributed to gold demand, with over 400 tons added to global gold ETFs this year, of which more than 100 tons came from Asia, increasing its share by 2 percentage points compared to the end of 2024[21] - The Indian market is expected to increase its gold purchases due to deteriorating US-India relations, with India adding 12.2 tons to its official gold reserves from January to September 2025[25] Group 3: Market Sentiment and Trends - The gold market is currently described as "hot but controllable," with significant interest but not excessive speculation, as evidenced by lower levels of speculative positions compared to 2024[30][32] - Google search interest in "gold price" has surged since April 2025, indicating heightened global attention towards gold[28] - The largest physical gold ETF's holdings have increased, but the growth rate and absolute levels remain below those seen in 2020, suggesting a more measured investment approach from Western investors[30]