费城联储新任主席释放重磅信号

Group 1 - The core message indicates that the U.S. job market is facing increasing risks, prompting the Federal Reserve to continue interest rate cuts to stabilize the economy [1] - Anna Paulson, the new president of the Philadelphia Fed, suggests that tariffs may raise inflation but their impact is not as lasting as previously expected, influencing future monetary policy discussions [1] - U.S. Treasury Secretary Mnuchin stated that President Trump plans to meet at the end of October to ease tensions caused by tariff threats and export controls [1] Group 2 - Thierry Wizman, a foreign exchange and interest rate strategist, notes that trade tensions could affect the Federal Open Market Committee's (FOMC) upcoming interest rate decisions [1] - If high tariffs are still a possibility by October 29, the FOMC may be less inclined to cut rates, especially with U.S. inflation remaining "sticky" [1]