Core Viewpoint - The "Phoenix Bay Area Financial Forum 2025" held in Guangzhou focuses on the theme "New Pattern, New Path," gathering global political, business, and academic elites to explore changes and development opportunities [1] Group 1: Federal Reserve Policy Insights - Northeast Securities Chief Economist Fu Peng emphasizes that market traders should pay more attention to real-time economic data rather than the Federal Reserve's dot plot [1] - Fu Peng warns that the political inclinations within the Federal Reserve, due to new appointments, may lead to discrepancies between forward guidance and actual data [1] - He uses a metaphor to explain that while the U.S. government will not overtly intervene in the Federal Reserve, it may gradually shift power through subtle methods akin to corporate governance [1] Group 2: Financial Order and Stability - Fu Peng suggests that actions by U.S. Treasury Secretary Yellen in the stablecoin sector may indicate the quiet construction of a new financial order that operates alongside the old system [1]
美联储指引还准吗？付鹏：政治倾向已渗入，数据更可靠
Feng Huang Wang Cai Jing·2025-09-28 06:12