扛不住了？美联储宣布降息，特朗普刚任命的心腹，却投下唯一的反对票

Group 1 - The Federal Reserve announced a 25 basis point interest rate cut on September 17, marking the first reduction since December 2024, signaling a significant shift in economic conditions [1] - Recent economic data indicates a slowdown in the U.S. economy, with GDP unexpectedly contracting by 0.5% in Q1 2025, and net exports dragging down growth by 4.61 percentage points [3] - The unemployment rate rose to 4.3% in August, the highest in nearly four years, with job creation falling short of market expectations for three consecutive months [3] Group 2 - Trump's influence on the Federal Reserve has been notable, as he has pressured the institution for aggressive rate cuts to boost economic growth and enhance his political standing [3] - The Fed's decision to cut rates reflects a delicate balance, with internal dissent highlighted by a dissenting vote from a Trump-appointed member, indicating concerns over the adequacy of the rate cut [3][5] - Powell characterized the rate cut as a "preventive" measure, acknowledging the severe economic situation while also cautioning against potential inflation risks [5] Group 3 - The immediate market reaction to the rate cut saw a decline in the U.S. dollar index, indicating a reshuffling of global capital flows [5] - The depreciation of the dollar makes other currencies relatively "more valuable," introducing new variables for international trade and cross-border investments [5] - Chinese assets have shown positive performance across stock, currency, and bond markets, prompting investors to reassess their strategies in light of these developments [5] Group 4 - The future economic trajectory remains uncertain, with Powell's inflation concerns suggesting that overly aggressive monetary policy could lead to rising prices and deeper economic troubles [6] - The interconnectedness of the global economy means that U.S. policy decisions can trigger significant ripple effects in international markets [6] - Investors and market participants must adopt forward-looking strategies to navigate the complexities of the evolving global economic landscape [8]