美联储突然宣布了！美联储鲍曼突然放话要出售抵押贷款支持证券，还说紧急工具不该当永久政策，又信誓旦旦说通胀会随关税调整回到2%

Core Viewpoint - The Federal Reserve, represented by Bowman, is taking a firmer stance on monetary policy, signaling a departure from the previous approach of extensive asset purchases and emphasizing that emergency tools should not become a norm [1][3][10] Group 1: Federal Reserve's Position - Bowman is clarifying the Federal Reserve's boundaries regarding the sale of mortgage-backed securities, which were accumulated during the financial crisis to stabilize the market [3][10] - The Fed's current stance indicates a decisive move away from the notion that it will always provide a safety net for the economy, contrasting with the post-2008 quantitative easing approach [3][10] Group 2: Inflation and Economic Indicators - U.S. inflation peaked at over 9% from 2021 to 2022, and while it has decreased, the core inflation rate remains around 3.2% as of August, significantly above the target of 2% [5] - The impact of tariffs on inflation is highlighted, with evidence showing that tariffs imposed by Trump in 2018 led to increased consumer prices, contradicting the Fed's earlier expectations of a return to 2% inflation [6][12] Group 3: Political Implications - The Fed's current rhetoric appears to be a direct response to Trump's potential return to power and his reliance on tariffs, suggesting that the Fed will not support such measures if they disrupt economic stability [8][12] - There is a concern that if Trump continues to push for tariffs, it may lead to conflicts with the Fed, reminiscent of past tensions between Trump and former Fed Chair Powell [12][14]