Group 1 - The pressure exerted by President Trump on government statisticians and private forecasters may create market confusion, leading to short-term volatility suppression but potential future corrections [1][2] - Trump's recent actions include criticizing the Bureau of Labor Statistics (BLS) and dismissing its director, as well as attacking Goldman Sachs for its research on tariffs, indicating a trend of questioning economic data credibility [1][2][3] - The appointment of E.J. Antoni, a controversial economist, to lead the BLS raises concerns about potential biases in economic data collection and reporting, particularly regarding employment and inflation metrics [2][3] Group 2 - The ongoing scrutiny of BLS employment data, which has faced issues like low response rates and significant revisions, highlights the challenges in maintaining accurate economic indicators [2][4] - Trump's attacks on economic forecasts may lead to self-censorship among economists, reducing the diversity of opinions and potentially skewing market perceptions [4][5] - The potential for political bias in official data could result in misleading representations of economic conditions, which may create a false sense of stability in the market [6]
特朗普炮轰统计与预测机构,恐为市场埋下巨震隐患!