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鲍威尔称需警惕关税通胀持续性风险,特朗普又发火了
Di Yi Cai Jing·2025-06-25 23:32

Core Points - The U.S. President has identified 3-4 potential successors for the Federal Reserve Chairman position [2][5] - Federal Reserve Chairman Powell emphasizes the need for caution regarding interest rate cuts, particularly in light of potential inflation from tariffs [3][4] Group 1: Federal Reserve's Monetary Policy - Powell indicates that while tariffs may initially cause a one-time price increase, the long-term inflation risks must be carefully considered before making further interest rate cuts [3] - The Federal Open Market Committee (FOMC) still anticipates two interest rate cuts this year, but the timing remains uncertain, reflecting internal divisions among officials [3][4] - Powell's recent testimonies highlight the importance of understanding the final levels of tariffs and their economic impacts before adjusting monetary policy [3][4] Group 2: Political Pressure and Succession - President Trump has publicly criticized Powell multiple times, suggesting that he is considering candidates for the next Federal Reserve Chairman [5][6] - Potential candidates for the position include former Fed Governor Warsh, NEC Director Hassett, current Fed Governor Waller, and Treasury Secretary Bessent, with Waller being a frontrunner due to his calls for rate cuts [5][6] - Analysts express concerns that an early confirmation of Powell's successor could lead to confusion in monetary policy if their views differ significantly from Powell's [7]