美联储的一举一动仍是金融市场的焦点。 当地时间5月7日，美联储将公布最新利率决议，投资者希望美联储能够尽快降息。不过，目前市场普遍预计美联储将在此次会议上维持利率不变，降息或 出现在6月。 有分析人士表示，本次会议的焦点将集中在美联储对今年晚些时候是否可能因关税而降息所发出的任何信号，美联储需要在支持经济与对关税通胀影响的 担忧之间取得平衡。Morningstar Wealth首席资产策略师Dominic Pappalardo表示："美联储有能力通过调整利率来帮助经济和提振市场，如果官员们开始暗 示他们对通胀的担忧正在减弱，那就表明美联储离降息更近了一步，此举将受到金融市场的欢迎。" 近段时间以来，美国总统特朗普对美联储主席鲍威尔的公开批评反映了政府对降息的强烈期望。鲍威尔曾表示，美联储必须确保关税不会引发更持续的通 胀上升，然后才会考虑降息。此前，特朗普提出了寻求解雇鲍威尔的可能性，引发了市场对美联储独立性受损的担忧。 据海外媒体报道，美联储监管部门主任迈克尔.吉布森将于年底离职，此前他已在美联储任职三十多年。迈克尔.吉布森领导着一个负责监督和监控华尔街 贷款机构的部门，该部门负责实施美联储的"压力测试"。 ...

Group 1 - The Federal Reserve's upcoming interest rate decision is a focal point for financial markets, with expectations that rates will remain unchanged in the May meeting, while a potential rate cut may occur in June [1] - Analysts highlight that the Fed's signals regarding possible rate cuts later this year due to tariffs will be crucial, as they need to balance economic support with concerns over tariff-induced inflation [1] - Recent public criticism from President Trump towards Fed Chair Powell reflects the government's strong desire for rate cuts, raising concerns about the independence of the Fed [1] Group 2 - Michael Gibson, the director of the Fed's regulatory department, is set to leave at the end of the year, which may lead to a more lenient regulatory environment under the incoming vice chair nominee, Michelle Bowman [2] - The Bank of England is also preparing for a meeting, with caution advised due to persistent inflation and economic stagnation, while U.S. tariff policies could impact global demand and subsequently UK inflation [2] - Emerging markets are particularly sensitive to changes in U.S. trade policies, with recent rate cuts by the Reserve Bank of India and the Reserve Bank of New Zealand indicating a shift towards prioritizing economic growth over inflation concerns [2] Group 3 - Global central banks continue to show strong interest in gold purchases, with the World Gold Council reporting a total global gold demand of 1,206 tons in Q1 2025, marking a 1% year-on-year increase [3] - Central banks net purchased 244 tons of gold in Q1 2025, a decrease of 21% year-on-year, yet still in line with the average levels of the past three years, indicating sustained demand [3]