Group 1 - The New York Fed's Williams and San Francisco Fed's Daly have signaled a dovish stance on interest rates, suggesting they are in a "moderately restrictive" range [1] - The market is pricing in a high probability of a 25 basis point rate cut in September, aligning with Trump's demands but driven by different motivations [1] - The fiscal burden of $37 trillion in debt is increasing, with interest payments becoming heavier, and the housing market struggling under high rates, prompting the White House to seek quicker action [1] Group 2 - The central bank's focus remains on dual targets of inflation and employment, rather than short-term political gains [1] - There is a potential path forward by following institutional procedures to replace board members and gradually shift the majority, which is seen as a legitimate approach [1] - Accelerating a reshuffle through "for cause" dismissals may yield short-term effectiveness but risks long-term credibility damage [1]
美联储突传大消息,特朗普动手,美媒说实话:他或许会成功,但美将后悔
Sou Hu Cai Jing·2025-09-02 13:45