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美联储 最新动态

美联储的全部动态：利率决议、点阵图、官员讲话与资产负债表变化，及其对黄金美元的影响。

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精选归档 · 第 2 页

11月11日周三第 21–40 条
  1. ForexLive55

    Pegawai Fed Schmid menyebut trend harga asas melangkaui faktor tenaga membimbangkan

    Pegawai Rizab Persekutuan Schmid berkata selain faktor tenaga, terdapat beberapa trend yang membimbangkan dalam harga asas, dan kadar faedah semasa masih agak longgar. Beliau tidak fikir kadar faedah adalah terhad pada tahun lepas dan pada masa ini tidak melihat sekatan kecuali untuk hartanah; inflasi adalah kebimbangan terbesar beliau. Beliau juga berkata, tiba-tiba semua orang seperti helang, tetapi tidak ada yang mengundi untuk kenaikan kadar pada akhir Oktober.

    Editorial Comment

    Schmid's remarks show that Fed officials remain alert to the persistence of underlying inflation, and he believes current policy is not sufficiently restrictive, making it hard for uncertainty over the rate path to fade quickly. Markets should watch whether upcoming inflation data and officials' comments translate into actual voting positions, rather than pricing solely on hawkish rhetoric.

    Sebab kami memilih

    材料呈现美联储官员对底层通胀、利率限制性和加息分歧的判断，为观察美联储后续政策取向提供直接口径。

  2. FXStreet News58

    Fed Logan dijangka menaikkan kadar faedah dua kali lagi, mencadangkan kadar pengetatan yang lebih pantas pada musim sejuk

    Fed Logan dijangka menaikkan kadar faedah dua kali lagi dan membayangkan kadar pengetatan yang lebih pantas pada musim sejuk.

    Editorial Comment

    Fed official Logan's remarks that there will be two more rate hikes and that the tightening pace could be faster over the winter convey a hawkish monetary policy stance. This signal will affect market pricing expectations for the Fed's subsequent tightening path, thereby influencing the asset pricing logic in the gold and forex markets. Traders can focus on changes in expectations related to the winter tightening pace and the resulting disturbance to related assets.

  3. FXStreet News62

    Inflasi A.S. yang lebih tinggi mendorong jangkaan kenaikan kadar Fed, euro jatuh di bawah 1.1200

    Euro jatuh di bawah 1.1200 apabila inflasi AS yang lebih tinggi meningkatkan jangkaan untuk kenaikan kadar oleh Rizab Persekutuan.

    Editorial Comment

    Higher U.S. inflation has intensified market expectations for Federal Reserve rate hikes, directly pushing the euro-dollar exchange rate below the 1.12 mark. This move clearly reflects the intrinsic link between inflation data, Fed policy expectations, and the euro's exchange rate. Traders can use this transmission chain to understand the logic driving current forex market moves.

    Sebab kami memilih

    呈现美国通胀数据、美联储加息预期与欧元汇率变动的内在关联，便于读者理解外汇市场行情驱动逻辑。

  4. Odaily星球日报67

    Gabenor Fed Waller berkata sekurang-kurangnya tiga pemotongan kadar faedah berjaga-jaga sebelum ini perlu ditarik balik

    Gabenor Rizab Persekutuan Waller berkata bahawa sekurang-kurangnya tiga pemotongan kadar faedah berjaga-jaga sebelum ini perlu ditarik balik.

    Editorial Comment

    Fed Governor Waller stated that at least the three previously introduced precautionary rate cuts must be reversed, clearly signaling his stance on rolling back the earlier three precautionary cuts. This official statement can serve as a reference for markets in assessing the direction of U.S. interest-rate policy, and the resulting shift in policy expectations warrants continued monitoring by gold and foreign-exchange market participants.

    Sebab kami memilih

    呈现美联储理事沃勒对前期三次预防性降息的回调立场，可为市场判断美国利率政策走向提供官方人士的表态参考。

11月10日周二
  1. FXStreet News60

    Dolar Australia jatuh di bawah 0.6900, kenaikan CPI AS meningkatkan jangkaan untuk kenaikan kadar Fed

    Dolar Australia jatuh di bawah 0.6900, dengan FXStreet mengaitkan penurunan ini kepada kenaikan CPI A.S., yang meningkatkan jangkaan untuk kenaikan kadar oleh Rizab Persekutuan. RSS hanya menyediakan ringkasan tajuk dan tidak menyertakan lebih banyak butiran pasaran.

    Editorial Comment

    According to FXStreet's attribution analysis, the Australian dollar's break below the 0.6900 level was driven by Fed rate-hike expectations stoked by hotter US CPI. This link provides traders with a clear macroeconomic clue for understanding the current exchange-rate move. The disclosed content does not include additional market details, so traders should note the limited information coverage when using this analytical logic.

    Sebab kami memilih

    标题将澳元跌破0.6900与美国CPI升温及美联储加息预期相联系，便于读者理解该汇率波动的宏观驱动。

  2. TradingView Ideas58

    Dolar mengukuh selepas data inflasi A.S. meningkatkan jangkaan untuk kenaikan kadar Fed

    Data inflasi AS meningkatkan jangkaan untuk kenaikan kadar oleh Rizab Persekutuan, dan dolar mengukuh sewajarnya.

    Editorial Comment

    US inflation data raised Fed rate-hike expectations, which in turn drove the dollar stronger, clearly showing the pricing logic through which macro data is transmitted to the foreign exchange market via monetary policy expectations. Gold and forex traders can closely track subsequent changes in Fed rate-hike expectations, as this factor is an important reference for assessing the short-term pricing of related assets.

  3. Seeking Alpha Market Currents69

    Selepas pengeluaran data CPI, kebarangkalian Rizab Persekutuan menaikkan kadar faedah sebanyak 50 mata asas pada bulan Disember meningkat kepada 14.7%

    Selepas pengeluaran data CPI yang lebih kukuh daripada jangkaan di Amerika Syarikat, jangkaan pasaran untuk kenaikan kadar faedah pada mesyuarat dasar Rizab Persekutuan Disember meningkat dengan ketara, dan kebarangkalian kenaikan kadar faedah 50 mata asas meningkat kepada 14.7%.

    Editorial Comment

    After the release of stronger-than-expected U.S. CPI data, the market's implied probability of a 50 bp Fed rate hike in December rose to 14.7%, directly reflecting the marginal adjustment in short-term monetary policy expectations. This pricing provides an immediate reference for observing changes in market expectations for Fed monetary policy, and traders can monitor the impact of subsequent revisions to policy expectations on the pricing logic of the gold and forex markets.

    Sebab kami memilih

    CPI数据公布后，市场将美联储12月加息50个基点的概率定价至14.7%，为观察货币政策预期变化提供即时参照。

  4. CoinDesk80

    CPI A.S. meningkat 0.4% pada bulan Oktober, melebihi jangkaan; CPI teras meningkat 0.3%

    CPI A.S. meningkat 0.4% pada bulan Oktober, peningkatan yang lebih besar daripada jangkaan, dan CPI teras meningkat 0.3%. Kenaikan kadar pada bulan Disember kelihatan sepenuhnya pasti, dengan Gabenor Fed Chris Waller mencadangkan bahawa walaupun kenaikan 50 mata asas mungkin sesuai.

    Editorial Comment

    The US October CPI and core CPI came in on the stronger side, showing that inflationary pressures remain sticky and pushing expectations for a December rate hike toward full pricing. Waller’s comments on a 50 bp hike have made the size of the next single tightening move the focus of the policy debate. For gold and forex markets, the Fed’s rate path remains the core variable; future remarks by officials and inflation data guiding policy expectations should be monitored.

    Sebab kami memilih

    原文披露美国10月CPI上涨0.4%超预期、核心CPI上涨0.3%，同时呈现美联储理事对12月加息幅度的表态，可作为了解政策取向的参考。

  5. Kitco News62

    Tinjauan Reuters menunjukkan risiko inflasi kekal tinggi dan Fed akan menaikkan semula kadar faedah pada bulan Disember

    Kitco mengeluarkan berita bahawa tinjauan Reuters menunjukkan bahawa Rizab Persekutuan dijangka menaikkan semula kadar faedah pada bulan Disember berikutan risiko inflasi yang tinggi.

    Editorial Comment

    This Reuters survey presents policy expectations for another Fed rate hike in December against the backdrop of persistently elevated inflation risks, clarifying the supporting logic of inflation risks for rate-hike expectations. This conclusion is a survey-based expectation rather than established policy. Gold and forex traders can monitor its impact on the pricing logic of related assets and track market disturbances caused by changes in expectations.

    Sebab kami memilih

    呈现路透发布的加息预期调查结果，可帮助读者了解通胀风险高企与美联储12月加息一次预期的关联。

  6. FXStreet News60

    Ramalan Harga Perak: XAG/USD menjunam kepada hampir $52 apabila Fed Waller memberi amaran tentang kenaikan kadar yang lebih besar

    XAG/USD menjunam kepada hampir $52 apabila Fed Waller memberi amaran tentang kenaikan kadar yang lebih besar.

    Editorial Comment

    The Fed official signaled more aggressive rate hikes, directly triggering a sharp short-term decline in silver and showing that precious metals are highly sensitive to changes in interest rate expectations. Traders should monitor subsequent remarks from Fed officials and revisions to interest rate expectations, which may continue to dominate short-term precious metals volatility.

    Sebab kami memilih

    将XAG/USD急跌与美联储官员的加息表态直接关联，可帮助读者理解贵金属价格对利率信号的短线反应。

  7. MarketWatch Top Stories72

    Waller pegawai Fed termasuk perbincangan mengenai kenaikan kadar 50 mata asas pada bulan Disember

    Pegawai Fed Waller telah memasukkan kenaikan kadar faedah 50 mata asas pada bulan Disember dalam perbincangan. Dia mengambil kira perbincangan itu sebelum data Jabatan Buruh dikeluarkan, dan data buruh yang dikeluarkan adalah panas seperti yang dia takutkan.

    Editorial Comment

    Waller’s remarks indicate that a 50 bp rate hike in December has been brought into his policy discussion, with the hot jobs data serving as a key backdrop driving that consideration. Gold and forex market participants can use this to track shifts in expectations for the Fed’s rate-hike path and watch for signals from subsequent Fed officials’ remarks and employment data.

    Sebab kami memilih

    可帮助读者了解美联储12月加息50个基点的政策讨论背景，以及火热劳工数据和沃勒政策考量之间的关联。

  8. FXStreet News58

    Emas jatuh di bawah $4,100 di tengah-tengah tekanan daripada jangkaan kenaikan kadar Fed menjelang pengumuman CPI A.S.

    Menjelang pengumuman CPI A.S., emas jatuh di bawah $4,100, tertekan oleh jangkaan kenaikan kadar oleh Rizab Persekutuan.

    Editorial Comment

    This report directly links gold's short-term weakness to Fed rate-hike expectations ahead of the US CPI release, providing a clear macro-attribution perspective for understanding the current pressure on gold prices. For gold and forex traders, the driver logic behind current market movements can be understood through the dimension of monetary policy expectations, rather than being limited solely to individual price action.

    Sebab kami memilih

    稿件把黄金跌破$4,100与美国CPI公布前的美联储加息预期联系起来，为理解短线金价压力提供宏观背景。

  9. ForexLive58

    Tinjauan CPI A.S. untuk Oktober: Wall Street menjangkakan inflasi menjadi reda, dan jangkaan Fed untuk menaikkan kadar faedah pada bulan Disember mungkin sukar untuk digoncang

    Wall Street menjangkakan CPI keseluruhan di Amerika Syarikat meningkat 0.3% bulan ke bulan pada bulan Oktober, lebih rendah daripada 0.6% pada bulan September, dan CPI teras turun semula kepada 0.2% bulan ke bulan; Morgan Stanley dan Bank of America juga meramalkan bahawa CPI keseluruhan akan menjadi 0.2%, dan yang pertama menjangkakan CPI teras menjadi 0.19%.

    Editorial Comment

    Markets broadly expect US October CPI month-over-month growth to slow from September, indicating a marginal easing in inflationary pressure, but this preview alone is not yet enough to reshape pricing for the Fed's December policy decision. Traders should focus on whether the actual headline and core CPI deviate from consensus and whether the data strengthens or undermines the current rate-hike path, rather than interpreting a policy shift solely from cooling inflation.

    Sebab kami memilih

    文章将CPI预期与美联储12月加息定价并置，可帮助读者理解通胀降温为何未必立刻改变政策路径。

  10. FXStreet News58

    Emas jatuh di bawah $4,150 kerana jangkaan kenaikan kadar Fed melebihi harapan untuk perjanjian AS-Iran

    Emas jatuh di bawah $4,150 apabila jangkaan kenaikan kadar Rizab Persekutuan yang meningkat memberi kesan kepada harga emas lebih daripada harapan perjanjian AS-Iran.

    Editorial Comment

    This news clearly presents the macro driver behind this round of gold's pullback: the downward pressure from rising Fed rate-hike expectations has exceeded the impact weight of expectations related to a US-Iran deal. Traders can focus on tracking marginal changes in Fed rate-hike expectations and US-Iran deal-related expectations to assess whether the macro logic currently dominating gold pricing will shift.

    Sebab kami memilih

    稿件将黄金回落与美联储加息预期升温和美伊协议希望联系起来，便于读者理解此次金价下跌的宏观驱动。

  11. Odaily星球日报58

    Fed's Barkin: Arah kenaikan kadar faedah adalah jelas, tetapi risiko AI menjadikan kadar dasar lebih berhati-hati

    Barkin Federal Reserve berkata bahawa hala tuju untuk menaikkan kadar faedah adalah jelas, dan risiko AI menjadikan kadar dasar lebih berhati-hati.

    Editorial Comment

    Fed official Barkin explicitly stated that the direction of rate hikes is clear, while noting that AI risks require greater caution in the pace of monetary policy normalization. This reflects policymakers' consideration of uncertainties in the policy-setting process. Gold and forex market participants can use this to understand the Fed's policy trade-offs, and subsequent official communications on related risks and the pace of policy warrant close attention.

    Sebab kami memilih

    内容呈现美联储官员对加息方向及AI风险影响货币政策节奏的判断，可帮助读者理解政策制定的相关考量。

11月3日周二
  1. CoinTelegraph58

    Reserve Bank of Australia menaikkan kadar faedah sebanyak 25 mata asas kepada 4.85%, kerana pelaburan AI dan kos tenaga melonjakkan inflasi

    Reserve Bank of Australia menaikkan kadar faedah sebanyak 25 mata asas kepada 4.85% pada hari Selasa, paras tertinggi dalam 18 tahun. Jawatankuasa Dasar Monetari mengundi 6 berbanding 3, dengan tiga ahli menyokong mengekalkan 4.60% tidak berubah. Bank itu menangguhkan unjuran inflasi untuk kembali ke bahagian atas julat sasaran 2% hingga 3% hingga akhir 2027, kira-kira tiga suku lewat daripada jangkaan sebelumnya. Ia berkata bahawa pelaburan berkaitan AI memacu kenaikan pesat dalam harga komoditi teknologi, dan konflik di Timur Tengah juga telah menaikkan harga bahan api dan komoditi. Keputusan itu berbeza dengan kadar pegangan Rizab Persekutuan yang stabil minggu lalu, dengan pegawai memberi amaran bahawa ledakan dalam pelaburan AI menambah tekanan harga.

    Editorial Comment

    The RBA raised rates to an 18-year high and explicitly cited AI-related investment and energy costs as structural factors pushing up inflation, implying its tightening cycle may last longer than the market expects, giving the Australian dollar relative support on rate differentials. Notably, both the RBA and the Fed have flagged pressure on prices from AI investment, a cross-market common thread worth tracking, as it could change major central banks' judgments on the neutral rate. Follow-up focus is on whether the timetable for inflation's return to target is pushed back further, and how policy divergence between Australia and the US affects carry trades.

    Sebab kami memilih

    澳大利亚央行加息至18年高位，并把AI相关投资列为推升物价的因素之一，可与美联储的同类表态对照阅读。

  2. CNBC Top News55

    Fed akan mengurangkan bilangan undian pada kadar faedah, yang mungkin menjejaskan kadar pelarasan kos pinjaman

    Pengerusi Rizab Persekutuan Kevin Warsh mengumumkan bahawa jumlah undian kadar faedah akan dikurangkan dalam tempoh dua tahun akan datang. Tidak akan ada undian atau pasca kenyataan pada salah satu daripada lapan mesyuarat tahun depan. Bilangan mesyuarat "strategi" akan ditambah kepada dua pada tahun berikutnya, meninggalkan hanya enam peluang untuk menyesuaikan kadar faedah. Pada 28 Oktober, Rizab Persekutuan mengekalkan kadar faedah penanda arasnya pada julat 3.75% hingga 4%, dan inflasi kekal melebihi sasaran 2%. Ramai pakar percaya bahawa mesyuarat yang lebih sedikit mungkin menyebabkan pengguna menunggu lebih lama untuk kos pinjaman seperti kad kredit, gadai janji dan pinjaman kereta, dan pasaran juga akan kurang memahami isyarat dasar Fed masa depan.

    Editorial Comment

    The Fed's reduction in the number of votes on interest rates essentially compresses the window for policy adjustments, and the pace of reaction of borrowing costs to economic data may be lengthened. For traders, what is more worthy of attention are the changes in pricing efficiency brought about by the decrease in policy signal density - in an environment with sparser information, the weight of the market's interpretation of each meeting and statement will increase, and the sources of short-term fluctuations in gold and foreign exchange will be more concentrated in a few nodes. Inflation is still above the target and the opportunities for adjustment are reduced, which means that the uncertainty of the policy path is structurally elevated.

    Sebab kami memilih

    从美联储减少议息投票次数切入，梳理其对信用卡、房贷和车贷等借贷成本传导节奏的影响。

11月2日周一
  1. ForexLive58

    Nilai akhir PMI pembuatan Global S&P di Amerika Syarikat pada Oktober ialah 54.9, lebih rendah daripada nilai awal 56.0

    Nilai akhir PMI pembuatan Global S&P A.S. pada Oktober ialah 54.9, lebih rendah daripada nilai awal 56.0 dan 55.9 September, tetapi masih di atas ambang pengembangan 50.0 untuk bulan ke-15 berturut-turut. Pertumbuhan dalam output dan pesanan baharu perlahan, dengan pesanan eksport meningkat sedikit buat kali pertama sejak Jun 2025; harga jualan meningkat pada kadar terpantas sejak September 2022, dan pertumbuhan pekerjaan adalah yang paling kukuh sejak April 2021.

    Editorial Comment

    Manufacturing expansion momentum is easing at the margin, yet selling-price increases are running at their fastest since September 2022 and employment growth at its strongest since April 2021 — evidence that price pressure is not cooling alongside activity, which constrains the Fed's policy room. For gold, weaker growth alongside sticky inflation calls for watching whether upcoming data reinforces the stagflation narrative; for FX, dollar sensitivity to rate differentials and policy expectations may rise, with the persistence of the prices and employment sub-indices in focus.

    Sebab kami memilih

    报告显示美国10月制造业扩张放缓但价格分项加速，读者可据此理解通胀压力对美联储政策空间的约束。

10月31日周六
  1. FXStreet News48

    Pegawai Fed Musalem menggesa kenaikan kadar secepat mungkin, berkata dasar semasa masih terlalu longgar

    Pegawai Fed Musalem menggesa kenaikan kadar secepat mungkin atas alasan dasar semasa masih terlalu longgar. Kenyataan ini datang daripada laporan oleh FXStreet. Artikel asal hanya menyediakan tajuk dan ringkasan tanpa memberikan butiran lanjut.

    Editorial Comment

    Musalem's public call for rate hikes as soon as possible and his statement that current policy is still too loose constitute a hawkish stance that could reinforce market expectations for the pace of Fed tightening. For gold, rising real rate expectations are typically a restraining factor; for the forex market, watch for changes in interest rate differential expectations between the dollar and major currencies. Because the original text contains only the headline and summary and lacks specifics on the size and timing of rate hikes, traders should wait for more official comments or data verification rather than adjusting positions based on a single news item.

  2. FXStreet News71

    Penjaja Fed memberi tekanan ke atas emas, yang jatuh di bawah $3,886 dan mencecah paras terendah baru untuk tahun ini.

    FXStreet melaporkan bahawa disebabkan tekanan berterusan daripada pendirian hawkish Rizab Persekutuan, emas jatuh di bawah paras sokongan $3,886, mencecah paras rendah baharu untuk tahun tersebut.

    Editorial Comment

    The price of gold fell below key support during the year, reflecting that the market's pricing of the Federal Reserve's hawkish path continues, and the pressure on non-interest-bearing assets from rising real interest rate expectations has not yet eased. In the follow-up, we need to pay attention to whether the statements of Fed officials and inflation data can verify this expectation. If the hawkish stance loosens, gold price fluctuations may amplify; at the same time, the transmission of US dollar trends to US dollar-denominated gold is also worth tracking.