Core Viewpoint - The article discusses the unprecedented pressure from the White House on the Federal Reserve, particularly focusing on the potential for significant interest rate cuts amidst a backdrop of political maneuvering and conflicting economic signals [1][3][14]. Group 1: Federal Reserve's Interest Rate Decisions - A majority of market participants expect a 0.25 percentage point rate cut, while President Trump is advocating for a more substantial 0.50 percentage point cut, highlighting a significant divergence in expectations [1][3]. - The White House is attempting to reshape the Federal Reserve's Board by targeting specific members, particularly Lisa Cook, who opposed the rate cut, indicating a systematic effort to influence monetary policy [4][6]. Group 2: Political Maneuvering - The Trump administration's strategy includes both removing dissenting voices and appointing allies to the Federal Reserve Board, which could fundamentally alter the decision-making balance within the institution [4][11]. - The administration's attempt to remove Cook based on past allegations has been temporarily blocked by a court ruling, emphasizing the legal complexities involved in this political battle [8][9]. Group 3: Economic Signals - Current economic indicators present a mixed picture, with rising unemployment and low job creation suggesting a need for rate cuts, while inflation remains above the Federal Reserve's target, complicating the decision-making process [16][18]. - The administration's tariffs are contributing to inflationary pressures, creating a dilemma for the Federal Reserve as it navigates the balance between stimulating the economy and controlling inflation [18].
特朗普一边施压美联储,要求降息,一边在议息前夕安插“自己人”
Sou Hu Cai Jing·2025-09-16 07:24