美联储的“动”与“静”

Group 1 - The discussion regarding Powell's position has subsided, but concerns about the independence of the Federal Reserve remain prevalent in the market and investment community [1][5][6] - Recent strong economic data, including rising retail sales and declining unemployment claims, have led to a positive outlook for U.S. corporate earnings, reducing the likelihood of an interest rate cut in July [2][3] - The Federal Reserve is undergoing a significant renovation of its buildings, which has drawn criticism regarding rising costs and has been linked to discussions about Powell's potential dismissal [3][4] Group 2 - The independence of the Federal Reserve is legally protected, and the President cannot dismiss the Fed Chair without just cause, despite political pressures for rate cuts [4][5] - The U.S. government is under pressure to manage its substantial debt, with rising bond yields exacerbating concerns about fiscal sustainability [4][5] - Powell's commitment to maintaining a 2% inflation target and full employment reflects a stable policy approach, which is crucial for market expectations [5][6]