关税阴云密布！美联储内讧升级，鲍威尔遭遇“逼宫”危机

Group 1 - The article discusses the ongoing tariff negotiations between the US and major trading partners, including Japan, with President Trump indicating a potential 25% tariff on Japan as a pressure tactic [2] - Trump also mentioned the possibility of a trade agreement with India and plans to impose tariffs on over 150 minor trading partners, signaling a broadening of the tariff strategy [2] - Concerns are raised by various institutions regarding the impact of Trump's tariff policies on global supply chains, predicting a 0.5 percentage point decrease in global economic growth this year [2] Group 2 - The article highlights internal divisions within the Federal Reserve, with Chairman Powell expressing concerns about rising unemployment and inflation risks, despite recent CPI and PPI data being below expectations [3][4] - Some Federal Reserve officials advocate for immediate action rather than waiting for employment market deterioration, indicating a split in strategy regarding interest rate adjustments [4] - The potential for a "credibility crisis" at the Federal Reserve is noted, with candidates for the next chair emphasizing the importance of the Fed's independence while navigating the pressures from the Trump administration [4][5] Group 3 - Wall Street expresses strong concerns about the Federal Reserve's independence, with JPMorgan CEO Jamie Dimon warning that interference could lead to adverse outcomes [5] - Analysts suggest that a perceived weakening of the Fed's independence could lead to significant volatility in financial assets, particularly in the US bond market [5] - The article mentions the initiation of the selection process for the next Federal Reserve chair, indicating a potentially unusual transition in leadership [6]