特朗普预测美联储“大幅降息”,或将抢在开会前安插亲信!美联储在夹击下恐现分裂
Sou Hu Cai Jing·2025-09-15 04:53

Core Viewpoint - President Trump predicts that the Federal Reserve will announce a "significant rate cut" during its upcoming meeting, marking the first rate cut since December of the previous year [2][4]. Group 1: Rate Cut Expectations - The Federal Reserve is scheduled to meet on September 16-17, with market expectations leaning towards a new round of rate cuts, likely between 25 to 50 basis points [2][6]. - Recent disappointing employment data has heightened concerns about a potential slowdown in the labor market, supporting the case for a rate cut [4][7]. - Initial jobless claims unexpectedly surged to 263,000, the highest in nearly two years, while non-farm payrolls added only 22,000 jobs in August, indicating a significant downward revision of 911,000 jobs over the past year [4][7]. Group 2: Inflation Concerns - Despite the push for rate cuts, persistent inflation remains a concern, with the core Consumer Price Index (CPI) rising 3.1% year-over-year in August, above the Fed's 2% target [7]. - The impact of tariffs imposed by the Trump administration is beginning to affect prices, adding complexity to the Fed's decision-making process as it balances employment concerns with inflation risks [7]. Group 3: Internal Fed Dynamics - There are indications of potential internal divisions within the Federal Reserve, with reports suggesting the possibility of multiple dissenting votes during the upcoming meeting, which could be the first since 2019 [12]. - Trump's attempts to influence the Fed's leadership by appointing allies may further complicate the Fed's independence and decision-making process [11][12].