Group 1 - President Trump indicated that Treasury Secretary Mnuchin does not wish to be nominated to replace Powell as the next Federal Reserve Chair, stating that Mnuchin prefers to remain in his current position [1] - Trump is considering four candidates for the Federal Reserve Chair position, including former Fed Governor Kevin Walsh and National Economic Council Director Kevin Hassett, but he does not plan to make a quick decision [1] - The unexpected early resignation of Fed Governor Quarles has heightened market interest in who will fill the vacancy, as the successor is likely to become the next Fed Chair [1] Group 2 - Following the release of disappointing July non-farm payroll data, market expectations for interest rate cuts have surged, with a 90% probability of a rate cut in September [2] - The July non-farm payroll data showed only 73,000 new jobs added, significantly below market expectations, and previous months' data were revised downwards [2] - Trump's dismissal of the Bureau of Labor Statistics Commissioner has raised concerns about the integrity of employment data, which is crucial for global investors [2] Group 3 - Trump reiterated claims of "manipulated" data despite assertions from former officials that the BLS Commissioner does not participate in data details and that data revisions are standard [3] - Hassett defended Trump's decision to fire the BLS Commissioner, suggesting that the data revision process needs clearer explanations and that the BLS should modernize its data collection methods [3] - Trump criticized the current data collection process as outdated and overly politicized [3]
特朗普称贝森特不希望被提名为美联储主席 重申就业数据“被操控”
Zhi Tong Cai Jing·2025-08-05 13:32