市场整体表现 - 美国股指期货在美联储1月FOMC会议决定维持利率不变后走低 标普500指数期货下跌0.26%（18点）至6989.00点 纳斯达克指数期货下跌0.22%（55.75点）至26098.50点 道琼斯指数期货下跌0.29%（142点）至49025.00点 [1][2] - 亚洲市场周四开盘上涨 日本日经225指数上涨0.17%（90点）至53449.08点 工程、采矿和汽车类股领涨 [3] 大宗商品动态 - 原油价格上涨 WTI三月期货上涨0.52%至每桶63.57美元 本周迄今已上涨7.26% [2] - 天然气三月期货上涨0.94%至每MMBtu 3.748美元 [2] - 贵金属价格持续上涨 黄金现货价格创历史新高 突破每盎司5500美元 录得对美元的最大单日涨幅 [3] - 白银现货价格同样在周三创下历史新高 突破每盎司117美元 年初至今涨幅超过60% [4] 外汇与货币政策 - 美元指数延续跌势 下跌0.04%至96.287 此前已跌至四年低点 [4] - 美联储在1月FOMC会议上决定维持利率不变 [1][3] 公司业绩与事件 - 科技股财报季开局表现不一 主要由微软和Meta Platforms引领 [1] 未来关注点 - 市场将关注生产者价格指数报告 [4] - 市场将关注圣路易斯联储主席阿尔贝托·穆萨莱姆和美联储负责监管的副主席米歇尔·鲍曼的讲话 [4]

Bitcoin lay flat Wednesday as Federal Reserve Chair Jerome Powell remained tight-lipped when pressed by journalists about his row with President Donald Trump. The leading cryptocurrency was trading near $89,170 per coin shortly after Powell’s remarks. Over the past seven days, it’s down over 1%. The Federal Reserve was widely expected to keep interest rates still in its first meeting of 2026 — and markets had already priced that in. What traders were keeping an eye on, though, was whether Chair Powell wo ...

As Fed rate decisions days go, this one was relatively mild. The Federal Open Market Committee (FOMC) elected to keep the Fed funds rate at 3.5%-3.75% on Wednesday afternoon, and stock indexes barely flinched at the news. The S&P 500 (SNPINDEX: ^GSPC) finished the session essentially flat, down 0.01%. However, Fed rate decision days are known as much for Chair Jerome Powell's press conferences as they are for the decision itself, as investors use the opportunity to glean any insights into the economy fro ...

The Federal Reserve has voted to keep interest rates the same - despite pressure from Donald Trump to make a cut.The US central bank said on Wednesday that it will keep its key lending rate between 3.5% to 3.75%, claiming that economic activity has been "expanding at a solid pace". It comes after the Fed cut rates three times last year amid growing pressure from the White House to lower borrowing costs and make it easier for people to get mortgages and other loans.In a statement, the Fed said that "job gain ...

美联储利率决议与政策立场 - 美联储在2026年首次会议上决定将利率维持在3.5%至3.75%的区间不变 这是自去年7月以来首次暂停降息 此前在去年9月、10月和12月已连续三次降息 [4][5][6][9][37][49][84][85] - 联邦公开市场委员会内部对本次利率决定存在分歧 有两名委员投票支持额外降息0.25个百分点 [28] - 美联储主席鲍威尔表示 委员会内部对维持利率不变存在“广泛支持” 并指出就业与通胀之间的紧张关系已较之前有所缓解 [18][19] - 市场分析认为 鉴于通胀前景恶化 美联储在接下来的几次会议上“不太可能”再次降息 下一次降息可能至少还要等待两次会议 [23][30][31] 美国经济与通胀状况 - 美联储主席鲍威尔评估美国经济基础“稳固” 今年开局增长势头强劲 劳动力市场数据显示出稳定迹象 [4][20] - 通胀水平仍然“有些高企” 且持续高于美联储2%的目标 [4][23][50] - 美国家庭因承受能力挤压正在减少支出 消费者正在转向更便宜的品牌并改变购买习惯 [11][12] - 美国联邦预算赤字处于不可持续的道路上 需要在经济基本充分就业的情况下着手解决 [18] 美联储独立性面临的政治压力 - 美国司法部对美联储主席鲍威尔启动了刑事调查 鲍威尔称这是试图限制央行独立性的“借口” [3][21] - 前总统特朗普持续攻击美联储及鲍威尔本人 因其未大幅降息 并试图解雇美联储理事丽莎·库克 鲍威尔称库克在最高法院的案件可能是美联储113年历史上最重要的法律案件 [1][3][5][22] - 鲍威尔强烈承诺维护美联储独立性 警告称若央行失去独立性将很难恢复公信力 并建议其继任者“远离政治” [10][13][14][15] - 分析指出 2026年对美联储及其未来独立性是关键一年 目前央行选择无视总统压力以控制未来的降息节奏 [31] 美元汇率大幅波动及其影响 - 美元指数跌至四年低点 自1月19日以来对一篮子货币下跌3.19% 本周跌幅为自去年4月关税冲击以来最大 [27][33][53][73][74][87] - 特朗普总统对美元贬值表现出“漠不关心”甚至赞扬的态度 称“美元表现很好” 这被市场解读为有意“唱衰美元”以刺激经济增长和缩小贸易逆差 从而加速了美元抛售 [45][46][53][75][82][83][87][88] - 美元疲软提振了以美元计价的大宗商品 油价升至四个月高点 西德克萨斯中质原油价格接近每桶63美元 布伦特原油价格一度突破每桶68美元 [38][39][66] - 美元贬值转化为英镑和欧元等主要货币显著升值 英镑自2021年10月以来首次突破1.38美元 欧元自2021年以来首次突破1.20美元 [75][88] - 美元走弱压低了英国投资者持有美股资产的回报 过去一年标普500指数上涨16% 但换算成英镑后回报率仅为5% [33][34] - 市场担忧特朗普不可预测的政策正在削弱对美元的信心 并引发对全球去美元化趋势的忧虑 [78][79] 金融市场反应 - 美股反应不一 标普500指数在交易时段内首次突破7000点 但随后回吐涨幅 收盘微跌0.1%至6970点 道琼斯工业平均指数微跌近0.1%至48972点 以科技股为主的纳斯达克综合指数上涨0.3%至23884点 [9][15][16][48] - 作为避险资产的黄金价格飙升至历史新高 突破每盎司5300美元 仅在1月份就上涨了22% [55][76][77][86][89][93] - 比特币价格上涨3%至90,025美元 与美元走弱同步 [31][32] - 欧洲股市下跌 奢侈品板块领跌 LVMH股价因CEO对前景谨慎而下跌7.3% [34][35][63][64] - 美国国债收益率小幅上升 10年期国债收益率升至4.26% [26] 行业与公司动态 - 科技行业备受关注 投资者等待Meta、微软、特斯拉和苹果等“科技七巨头”的财报 这些公司目前股价较近期高点低约10%至15% 占标普500指数权重的近五分之一 [37][41][43][61] - 人工智能主题可能重新成为市场焦点 随着地缘政治噪音暂时缓解 市场注意力可能转回科技和AI基本面 [41][44] - 芯片行业出现积极信号 英伟达股价在盘前交易中上涨1.7% 韩国芯片巨头SK海力士公布创纪录的季度利润 荷兰设备制造商ASML第四季度订单创历史新高 [60][65] - 欧洲央行可能因欧元升值而考虑在今年降息 欧元兑美元今年迄今已升值2.2% [69][70][71]

Federal Reserve Chair Jerome Powell says employment and inflation risks have diminished during a news conference following the central bank's decision to leave interest rates unchanged. ...

Federal Reserve Chair Jerome Powell spoke out against recent subpoenas from the Department of Justice, calling them a political move that could threaten the Fed’s independence. Bitcoin barely reacted and stayed within its recent range, as most traders were already looking ahead to the next interest rate decision. The concern sits in the background of all markets. When politics starts to influence interest rates, the effects spread quickly to stocks, housing, and crypto. What Happened and Why Powell Push ...

宏观经济与货币政策 - 通货膨胀处于高位但保持稳定 [1] - 就业市场表现坚韧 [1] - 经济学家预测美联储将维持当前利率水平不变 [1]

In spite of constant, threatening pressure from President Donald Trump to lower interest rates, the Federal Reserve is likely to hold interest rates steady at this week’s policy meeting, as reported by CNBC. Trump has continually insisted that the Fed cut borrowing costs amid the broader economic uncertainty of a weak employment market and inflation pressure. However, the Fed is expected to hold its current course of a 3.50% to 3.75% range and expressed commitment to balancing inflation risks with labor m ...

As of 6:30 a.m. ET futures for the three major US indexes are trending higher, with the Nasdaq leading the way, signaling a nearly 1% rise at the open. That's due in large part to its tech focus, with many of the biggest tech firms reporting earnings this week.With around 7.5 hours until the Fed's latest rate decision is announced, things are a bit of a mixed bag in financial markets on Wednesday.With around 7.5 hours until the Fed's latest rate decision is announced, things are a bit of a mixed bag in fina ...