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特朗普开心了,美联储要开启降息模式,但解雇库克遇阻,遭警告
Sou Hu Cai Jing·2025-09-03 23:57

Core Points - President Trump's unprecedented threat to dismiss a sitting Federal Reserve governor has sparked significant public outcry and raised concerns about the independence of the Federal Reserve [1] - Nearly 600 economists, including two Nobel laureates, have signed an open letter urging the White House to cease actions that undermine the Federal Reserve's independence [1][10] - The ongoing debate centers around the potential for interest rate cuts, with market expectations for a rate cut exceeding 90% ahead of the Federal Reserve's September 18 meeting [3] Economic Indicators - The core PCE price index in July rose by 2.6% year-over-year, indicating that inflation pressures have not intensified, despite ongoing concerns from retailers about the impact of tariff policies [5] - The job market has shown signs of significant cooling, with only 78,000 new jobs added in July, far below the level needed to maintain a healthy job market [7] - The number of Federal Reserve officials supporting a rate cut has increased from two to at least five, with key figures expressing more dovish views [7] Political Implications - Trump's push for a substantial rate cut, aiming for a reduction of 300 basis points to around 1%, is seen as an attempt to mitigate the inflationary effects of his tariff policies and shift economic responsibility to the Federal Reserve [6][9] - The potential dismissal of Federal Reserve governor Lisa Cook, nominated by President Biden, could allow Trump to gain greater control over the Federal Reserve's decision-making [9] - The backlash against Trump's actions includes strong statements from economists and international officials warning that undermining the Federal Reserve's independence could lead to higher long-term interest rates and inflation [10]