Group 1: Federal Reserve's Rate Cut Decision - The Federal Reserve announced a 25 basis point cut in the federal funds rate, bringing it to a target range of 3.50% to 3.75%, marking the third consecutive cut since September and the sixth since the current easing cycle began in September 2024 [1][3] - The decision was made against a backdrop of mixed economic data, with inflation remaining above the 2% target and signs of a weakening job market [3][5] - The personal consumption expenditures price index rose by 2.79% year-on-year in September, indicating persistent inflation despite a slowing economy, complicating the Fed's decision-making [5] Group 2: Political Pressure and Internal Disagreements - President Trump expressed dissatisfaction with the rate cut, suggesting it could have been larger, reflecting ongoing political pressure on the Federal Reserve [3][7] - There were notable internal disagreements within the Federal Reserve, with three out of twelve voting members opposing the rate cut, the highest number of dissenting votes since 2019 [9] - The Fed faces a dual mandate of promoting maximum employment while maintaining price stability, making it challenging to find a balance amid high inflation and a softening job market [9] Group 3: Economic Challenges and Global Implications - The U.S. economy is grappling with structural challenges, including the impact of AI investments, which while driving growth, also threaten traditional job markets through automation [11][12] - Lowering interest rates to address job market weaknesses may inadvertently accelerate AI investments, exacerbating structural pressures in the labor market [12] - The Fed's monetary policy decisions have significant global ramifications, with potential inflationary pressures from tariffs yet to fully materialize, complicating future policy choices [14][16]
美联储正式宣布,降息25个基点,特朗普:降息幅度太小,本可以更大,罕见言辞引爆国际舆论
Sou Hu Cai Jing·2025-12-11 12:13