特朗普与美联储，关系更紧张了？

Group 1 - The U.S. Labor Department is set to release the Consumer Price Index (CPI) report for December, with expectations of a slight increase in inflation, remaining above the Federal Reserve's 2% target due to data collection disruptions from a government shutdown [2][3] - Analysts predict a 0.3% month-on-month increase in overall inflation for December, with a year-on-year increase of 2.7%. Core inflation, excluding volatile food and energy prices, is expected to rise by 0.26% month-on-month and 2.7% year-on-year, both higher than November's actual readings [3][4] - The impact of tariffs is expected to continue pushing up prices, particularly in food, clothing, and automotive sectors, despite some tariffs being lifted at the end of last year [3][4] Group 2 - The market's expectations for Federal Reserve rate cuts have diminished, with the probability of a 25 basis point cut in the upcoming meetings dropping significantly, particularly from 79% to 40% for the April meeting [2][5] - The December non-farm payroll report indicated a slower job growth rate, which has led to a more stable labor market, but concerns about the job market have increased among households, raising short-term inflation expectations [5][6] - The potential political interference from the Trump administration regarding Federal Reserve Chairman Powell may deter the Fed from cutting rates, as officials aim to avoid perceptions of yielding to political pressure [6]