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CPI数据给特朗普送“弹药” 再度要求美联储主席鲍威尔“立即降息”
Zhi Tong Cai Jing·2025-08-12 15:00

Group 1 - President Trump criticized Federal Reserve Chairman Powell, demanding an immediate interest rate cut and threatening a "major lawsuit" against him [1] - Trump highlighted the significant cost overruns in the Fed's renovation project, which escalated from an initial budget of $50 million to $3 billion [1] - The U.S. Labor Department reported a July CPI increase of 0.2% month-on-month and 2.7% year-on-year, with core CPI rising 0.3% month-on-month, the largest increase since January [1] Group 2 - Market analysts believe inflation remains moderate, providing the Federal Reserve with policy flexibility amid signs of a weakening labor market [2] - There is a high probability of a 25 basis point rate cut by the Federal Reserve in September, with estimates reaching 90.1% according to CME's FedWatch tool [2] - Goldman Sachs noted that the impact of tariffs on prices is mostly temporary, as companies are managing cost pressures through inventory reduction and cautious pricing [2]