PPI“神助攻”降息！特朗普怒喷鲍威尔，美联储内斗还反转？

Group 1 - The core point of the article highlights that the recent PPI data from the U.S. supports the Federal Reserve's decision to lower interest rates, with a 100% probability of a rate cut indicated by CME's FedWatch tool following the data release [1][2] - The U.S. August PPI increased by 2.6% year-on-year and decreased by 0.1% month-on-month, both figures falling short of market expectations, marking the first month-on-month decline in four months [1][2] - The core PPI, excluding food and energy, also showed a year-on-year increase of 2.8% and a month-on-month decrease of 0.1%, again below market expectations [1][2] Group 2 - Following the PPI data release, President Trump criticized Fed Chair Powell, claiming there is "no inflation" and demanding immediate significant rate cuts [2] - A federal judge temporarily blocked Trump's attempt to dismiss Fed Governor Cook, allowing him to participate in the upcoming Fed meeting, which may complicate Trump's influence over the Fed's rate decisions [2][3] - Analysts suggest that the PPI data and previous employment figures indicate a strong possibility of rate cuts, which could have profound implications for the U.S. stock market and economic performance [4] Group 3 - Despite the high probability of rate cuts, there is internal debate on Wall Street regarding the implications of such actions, with some analysts warning that aggressive cuts could signal a significant economic slowdown [4][5] - JPMorgan's trading team leader expressed caution, noting that rate cuts might trigger a "buy the rumor, sell the news" reaction, potentially leading to profit-taking among investors [5] - Jamie Dimon, CEO of JPMorgan, remains cautious about the U.S. economic outlook, citing uncertainties related to tariffs, immigration, and geopolitical factors [6]