美联储人事争议 - 美联储理事丽莎·库克在2021年6月购买的公寓在贷款文件中被标注为"度假屋" 但特朗普政府指控其同时将两处房产申报为"主要居所"并涉嫌抵押贷款欺诈 [1][4] - 库克已对特朗普政府提起诉讼以阻止解雇 并成功获得临时禁令允许其继续担任美联储理事 这是历史上首次总统试图罢免七人理事会成员 [2] - 特朗普政府已对裁决提出上诉并要求紧急裁决 当前正值美联储即将开会决定是否下调关键利率之际 [3] 利率政策动向 - 特朗普试图重塑中央银行架构以推动大幅降息 多数经济学家预计美联储将把利率下调25个基点 [1][3] 抵押贷款条款差异 - 将房产申报为"主要居所"相比"度假屋"可获得更优的首付比例和抵押贷款条款 [5] - 富尔顿县税务记录显示 库克自2021年购买公寓后从未申请过自住住宅税收豁免 该豁免可降低主要居所的房产税 [5] 调查进展 - 特朗普任命的抵押贷款监管机构官员比尔·普尔特已向司法部提交刑事转介 指控库克在文件中将亚特兰大和密歇根州安阿伯的房产均申报为主要居所 司法部已启动调查 [4]

美联储主席候选人动态 - 贝莱德全球固定收益首席投资官Rick Rieder成为美联储主席热门候选人 于9月28日接受财政部长Scott Bessent面试[1][2] - 面试内容涉及货币政策及央行结构性改革议题 财政部长寻求美联储领导层和运作模式的根本性变革[3] - 其他候选人包括前美联储理事Kevin Warsh和Lawrence Lindsey 以及前圣路易斯联储主席James Bullard 共计11名候选人在考虑名单中[3][4] 候选人背景特征 - Rieder与传统央行行长不同 未持有经济学博士学位 与现任主席Powell背景相似[4] - 候选人背景多元 涵盖现任及前任美联储官员、华尔街策略师及知名经济学家[4] 货币政策预期 - 市场普遍预期美联储将在下周会议实施自2024年12月以来首次降息[5] - 特朗普政府要求更大幅度降息 认为高利率损害住房市场并增加政府借贷成本[5]

LIVE Dow Slips After Hitting Record High Last Updated: 28 min ago Gold Holds Near All-Time Highs Ahead of Fed Meeting Next Week By Giulia Petroni, Dow Jones Newswires Gold prices hold close to record highs as signs of a softening U.S. labor market cemented expectations that the Federal Reserve will cut interest rates at its next meeting. Futures rise 0.2% to $3,680 a troy ounce, up by nearly 1% this week. "The market believes that softer economic data and specifically weak jobs numbers mean a cut is a done ...

美国国债市场表现 - 国债价格连续第四周上涨 10年期收益率自4月以来首次跌破4% 5年期收益率接近年内最低水平[1][2] - 彭博国债指数截至周四单周上涨0.45%[2] - 本周三次国债拍卖的重新定价及下周公司债供应反弹预期给收益率带来上行压力[2] 美联储利率政策预期 - 市场完全定价下周美联储将降息25个基点[3] - 摩根斯坦利经济学家预计将通过1月进行连续四次降息 基于通胀放缓及劳动力市场疲软[3] - 货币市场现定价年底前再降息两次的概率达80%[3] 机构观点与投资策略 - Amundi首席投资官预计年内将有三次降息 主因就业市场疲软[4] - Amundi布局短期国债引领收益率曲线陡峭化策略[4] - 安联与Pimco利用近期涨势削减部分曲线风险敞口[4] 经济数据表现 - 失业救济申请数据表现超过8月通胀数据[5] - 8月通胀率2.9%符合经济学家预期[5] - 美联储首选通胀指标预计月底公布时将维持2.9%同比增速[5]

With the U.S. Federal Reserve facing a pivotal decision next week, a market expert suggests that an impending interest rate cut creates a strategic opportunity for investors to restructure their portfolios.Three Asset Classes To Focus On Ahead Of Rate CutsJohn Murillo, Chief Business Officer of the global fintech solutions provider B2BROKER, believes investors should consider shifting focus to three key areas: bonds, large-cap growth stocks, and real assets to navigate the changing economic landscape.The re ...

With the U.S. Federal Reserve facing a pivotal decision next week, a market expert suggests that an impending interest rate cut creates a strategic opportunity for investors to restructure their portfolios.Three Asset Classes To Focus On Ahead Of Rate CutsJohn Murillo, Chief Business Officer of the global fintech solutions provider B2BROKER, believes investors should consider shifting focus to three key areas: bonds, large-cap growth stocks, and real assets to navigate the changing economic landscape.The re ...

By Indradip Ghosh BENGALURU (Reuters) -The Bank of Canada will cut its overnight rate by a quarter point on September 17 as the labour market deteriorates and economic activity weakens, according to most economists in a Reuters poll, who also expect at least one more cut next quarter. Canada's central bank has faced growing pressure to resume easing after holding rates steady since March, following a cumulative 225-basis-point reduction - one of the most aggressive among its G10 peers. Last week, offici ...

Equity benchmark indices Sensex and Nifty surged on Friday in line with a global market rally amid rising hopes that the US Federal Reserve will cut interest rates next week.Photograph: ANI PhotoOptimism over a successful conclusion of India-US trade talks has also fuelled a rally in markets.Rallying for the fifth day in a row, the 30-share BSE Sensex jumped 355.97 points or 0.44 per cent to settle at 81,904.70. During the day, it surged 444.12 points or 0.54 per cent to 81,992.85.The 50-share NSE Nifty ral ...

The worst seems to be over for Hong Kong's property sector, with more investors likely to snap up distressed assets in the coming months and home sales set to continue improving as the market anticipates faster interest-rate cuts, according to a JPMorgan researcher. The city's real estate industry had been battered, with several listed property developers seeking to renegotiate the terms of loans, said Karl Chan, head of Hong Kong property research at the US investment bank. However, there was no reason t ...

Stock futures slipped slightly on Friday morning after Wall Street hit fresh highs, as cooling jobs data and mild inflation increased confidence that the Federal Reserve will cut interest rates at its meeting next week. Here are some of Friday's ...