特朗普表态模棱两可！华尔街开启“鲍威尔对冲”交易，美联储7月仍将跳过降息

Group 1 - President Trump has intensified pressure on Fed Chairman Powell, leading to market speculation about Powell's potential early departure, with Trump labeling Powell a "fool" and suggesting he would leave in eight months [3][4] - The market has initiated a "Powell hedge" trading strategy in response to uncertainty surrounding Fed policy, with significant movements in U.S. Treasury yields and currency values [4][5] - Analysts have noted a shift in investor sentiment, with increased long and short positions in U.S. Treasuries, indicating a cautious approach amid political pressures on the Fed [5][6] Group 2 - The Federal Reserve is expected to maintain its current interest rates during the upcoming July meeting, despite external pressures, as inflation remains above the target [8][9] - Economic forecasts suggest that while the Fed may not cut rates in July, discussions about potential rate cuts could occur in September, with expectations of a 25 basis point reduction in subsequent months [9] - Market analysts are closely monitoring the relationship between tariffs and interest rate decisions, indicating that uncertainty in trade policy could influence the Fed's stance on rate cuts [8][9]