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1. 再怼鲍威尔——特朗普:几乎所有人的共识是,“美联储降息宜早不宜迟。”“太迟先生”鲍威尔,一个以“太迟”而闻名的人...

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2025-05-18 10:06:38

特朗普最新动态:美联储降息争议、俄乌斡旋、内塔尼亚胡关系澄清、媒体交锋及零售业批评



1. 特朗普再批美联储主席鲍威尔:降息时机成焦点,市场波动风险加剧

特朗普近日公开表示:"几乎所有人的共识是美联储降息宜早不宜迟",并再次以"太迟先生"称呼鲍威尔,暗示其决策迟缓可能引发经济风险。这番言论可能加剧市场对货币政策走向的猜测,投资者需警惕美联储利率决议前后的市场波动。



2. 特朗普宣布将斡旋俄乌冲突:19日与普京、泽连斯基分别通话

特朗普在其社交平台"真实社交"透露,将于本月19日上午10时先后与俄罗斯总统普京和乌克兰总统泽连斯基通话,重点讨论停战及贸易问题。随后还将与北约多国成员展开交流。此举显示其试图在外交领域发挥影响力,可能影响能源及国防板块投资预期。



3. 特朗普澄清与内塔尼亚胡关系:否认双方存在重大分歧

针对外界猜测,特朗普17日明确表示对以色列总理"没有失望",《以色列时报》认为这旨在淡化关系裂痕传闻。中东局势稳定与否直接影响全球能源市场,投资者应关注后续美以政策协调情况。



4. 特朗普怒斥ABC新闻:驳斥"收受飞机"报道涉及国防捐赠

特朗普强烈否认ABC新闻关于其收受卡塔尔赠送波音747的报道,强调飞机将捐赠给国防部。此次媒体交锋再次凸显其与主流媒体的紧张关系,可能影响公众对其政策可信度的认知。



5. 特朗普炮轰沃尔玛涨价:指责零售巨头转嫁关税成本

特朗普批评沃尔玛将供应链价格上涨归咎于关税政策,指出其去年盈利超预期,应自行消化成本而非转嫁消费者。此言论可能引发对零售业盈利能力的重新评估,相关板块股价或受波及。



对投资者的影响分析:

1. 美联储相关言论或加剧金融市场波动,需关注利率敏感型资产

2. 俄乌冲突调解尝试可能影响能源及地缘政治风险溢价

3. 中东关系表态事关石油供应稳定性

4. 媒体争议可能影响政策连续性预期

5. 零售业批评暗示未来可能出台更多商业监管措施

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