特朗普动作频频，降息前夜的博弈！

Group 1 - President Trump has called for the SEC to change the requirement for companies to submit quarterly financial reports to biannual submissions, suggesting it could save costs and allow management to focus on operations [1][2] - This proposal has sparked widespread attention, with some investors warning that extending the disclosure period could reduce transparency and increase market volatility, potentially diminishing the attractiveness of U.S. stocks [2] - Supporters of the proposal argue that focusing too much on quarterly earnings can lead to short-term decision-making, and prominent figures like Jamie Dimon and Warren Buffett have commented on the need for companies to prioritize long-term growth over quarterly earnings [2] Group 2 - The proposed policy change would require a series of processes through the SEC, with industry insiders estimating that it may not be implemented until after 2026 [3] - In addition to the financial reporting proposal, Trump has been active in influencing the Federal Reserve, attempting to remove a board member who he believes could obstruct his interest in interest rate cuts [4][5] - The Senate recently confirmed Stephen Milan as a member of the Federal Reserve Board, who is seen as an ally for Trump's interest in lowering interest rates [4][5] Group 3 - The Congressional Budget Office (CBO) has revised its economic forecasts, predicting a lower growth rate of 1.4% for 2025, an increase in inflation to 3.1%, and a rise in the unemployment rate to 4.5% by the end of the year [6] - Analysts express caution regarding the potential market impact of interest rate cuts, suggesting that if perceived as politically driven, it could exacerbate risks in the stock and bond markets [6][7] - Concerns have been raised about the current market conditions, with warnings that the recent enthusiasm for rate cuts may lead to negative consequences for stocks, bonds, and the dollar [7]