周五（10月3日），美联储隔夜逆回购协议（RRP）使用规模为253.92亿美元，上个交易日报84.36亿美 元。 ...

周五（9月19日），美联储隔夜逆回购协议（RRP）使用规模为113.63亿美元，至少创2021年4月份以来 最低，上个交易日报137.07亿美元。 ...

周四（8月28日），美联储隔夜逆回购协议（RRP）使用规模为319.66亿美元，上个交易日报347.44亿美 元。 ...

Group 1 - The balance of risks has shifted, indicating a potential need for policy adjustments by the Federal Reserve [1] - The Federal Reserve's policy interest rate is currently seen as moderately restrictive [1] - The new policy framework adopted by the Federal Reserve includes a flexible inflation targeting approach and removes the inflation "compensation" strategy [1] Group 2 - The labor market is described as being in an "unusual balance," with labor supply softening and aligning with demand [1] - The stability of the employment market allows for cautious advancement of monetary policy [1] - The impact of tariffs on prices is expected to be temporary, with a reasonable assumption that their effects will accumulate over the coming months [1] Group 3 - The influence of tariffs on consumer prices is evident, and stable inflation expectations should not be taken for granted [1] - Longer-term inflation expectations appear to be well-anchored [1]

Core Viewpoint - The usage of the Federal Reserve's overnight reverse repurchase agreement (RRP) reached $25.358 billion on August 21, down from $34.999 billion in the previous trading day [1] Group 1 - The RRP usage indicates a decrease of approximately 27.5% from the previous day [1]

Core Viewpoint - The usage of the Federal Reserve's overnight reverse repurchase agreement (RRP) reached $57.202 billion on August 13, down from $57.492 billion the previous trading day [1] Group 1 - The current RRP usage indicates a slight decrease in liquidity management by the Federal Reserve [1] - The figures reflect ongoing trends in monetary policy and market conditions [1]

Core Insights - The scale of the Federal Reserve's overnight reverse repurchase agreement (RRP) usage reached $97.426 billion on August 1, compared to $214.445 billion in the previous trading day [1] Group 1 - The RRP usage indicates a significant decrease from the previous day, reflecting changes in liquidity management by financial institutions [1]

日本央行：2025-2027财年核心CPI预期中值分别为2.7%、1.8%和2.0%。(5月份预期为2.2%、1.7%和 1.9%)。 ...

美国联邦储备委员会（Fed）正陷入一场史无前例的政治风暴。美联储主席鲍威尔近日被迫要求内部监察长彻查耗 资25亿美元的总部翻修工程，这一本属常规的财务审查，却因特朗普阵营的穷追猛打演变为动摇美联储百年根基 的"独立性保卫战"。 这场始于2017年的翻修工程，最初预算仅19亿美元，却在2021年动工后飙升至25亿美元。美联储辩称超支源于"意 外发现大量石棉、土壤污染及地下水位异常"等技术问题，但共和党抓住这一把柄发起猛烈攻势。白宫预算顾问沃 思直指："纳税人有权知晓，为何纳税人的钱被用来建造'美联储凡尔赛宫'？" 华盛顿特区美联储大楼周围的施工工作 值得注意的是，负责监督的监察长办公室近期人事变动耐人寻味——三名新任委员均由特朗普亲信把持，其中副 幕僚长布莱尔更公开宣称"已掌握解雇鲍威尔的实质性证据"。市场分析机构TD Cowen直言："这已不是简单的装 修丑闻，而是特朗普精心策划的夺权行动。" 美国联邦储备委员会主席杰罗姆·鲍威尔 更深层的博弈在于权力架构的重塑。特朗普提名的国家经济委员会主任哈塞特暗示："或许该给美联储装上GPS， 确保他们的建筑预算不会超过国防部食堂翻新费用。"这种将货币政策与行政开支强行 ...

Group 1 - The Bank of Japan's quarterly survey indicates that Japanese households expect an average inflation rate of 12.8% one year from now, with a median expectation of 10.0% [1]