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美联储 大消息!今晚 投资者屏息以待!美国宣布 15%关税!
Qi Huo Ri Bao·2025-08-22 00:14

Federal Reserve Developments - The U.S. Department of Justice plans to investigate Federal Reserve Governor Lisa Cook, urging Chairman Powell to remove her from the board due to concerns over her financial history [2] - Cleveland Fed President Loretta Mester stated she would not support a rate cut if a policy decision were made immediately, citing persistent high inflation [2][3] - Atlanta Fed President Raphael Bostic believes only one rate cut this year is appropriate, while Boston Fed President Susan Collins is open to cuts if employment prospects worsen [3][4] Jackson Hole Economic Symposium - Market focus is on the upcoming speech by Fed Chairman Powell at the Jackson Hole symposium, with investors looking for clues on the interest rate path [7] - Current market sentiment is bearish, with concerns that the Fed may not shift to a dovish stance as implied by the rate markets [7] - CME FedWatch Tool indicates a 25% probability of maintaining rates in September and a 75% probability of a 25 basis point cut [4] U.S.-EU Trade Agreement - The U.S. and EU have reached a framework agreement on trade, covering various sectors including agriculture, automobiles, and semiconductors [9] - The agreement stipulates that the U.S. will apply either the Most Favored Nation (MFN) tariff rate or a 15% tariff rate on EU goods, with specific products to be subject to MFN tariffs starting September 2025 [9][10] - The agreement is seen as a positive development for European automakers, potentially reducing the current 27.5% tariffs on cars and parts [9][11]