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美联储主席要凉?特朗普抓住小辫子猛打,鲍威尔被逼到墙角!谁或成大赢家?
Sou Hu Cai Jing·2025-07-16 03:43

Group 1 - The core issue revolves around Federal Reserve Chairman Jerome Powell facing intense scrutiny and pressure from former President Trump and his allies regarding the Federal Reserve building renovation that exceeded its budget by 32%, rising from an initial estimate of $1.9 billion to $2.5 billion [3][5][12] - The renovation project included luxury features such as a VIP restaurant, private elevator, and a rooftop garden, which has led to accusations of mismanagement and dishonesty towards Congress [3][5][12] - If Powell were to be replaced by a more compliant chairman, it could lead to significant interest rate cuts, potentially lowering the current rate of approximately 4.25% to around 1.25%, which would have implications for China's monetary policy [5][8][13] Group 2 - A potential new chairman under Trump's influence might aggressively lower interest rates, providing the Chinese central bank with more room to maneuver in its own monetary policy [8][9][13] - The Chinese central bank has been cautious in its rate cuts due to concerns over capital outflows and maintaining currency stability, but a significant reduction in U.S. rates could alleviate these concerns [9][10][11] - If the Federal Reserve were to implement drastic rate cuts, it could lead to a series of rate reductions in China, with predictions of 40 to 60 basis points in cuts, potentially occurring multiple times in the latter half of the year [9][10][11]