美联储顶住压力不降息 特朗普的美元“悠悠球”易放难收

Group 1 - The Federal Reserve decided to maintain the federal funds rate target range at 3.5% to 3.75%, aligning with market expectations, which supported the dollar and led to a 0.61% increase in the dollar index [1] - Market sentiment remains tense, with international gold prices rising significantly, nearing $5,600, influenced by both the escalating Middle East situation and the weakening dollar [1] - The FOMC meeting saw 10 votes in favor and 2 against the decision, with dissenting votes from members perceived as aligned with former President Trump, raising concerns about the future independence of the Federal Reserve [1] Group 2 - The "Trump paradox" is evident in both domestic and foreign policies, where pressure on the Federal Reserve to lower interest rates has led to rising inflation expectations and increased government debt, impacting investment costs [2] - Trump's use of tariffs to address budget deficits has resulted in soaring national debt, which has surpassed $38 trillion, while threats to European asset sales have heightened market uncertainties [3] - The weakening dollar reflects a decline in U.S. national credit and rising risks associated with dollar assets, despite the stock market reaching new highs, indicating underlying vulnerabilities [3] Group 3 - The U.S. government must respect the independence of the Federal Reserve and avoid using tariffs and the dollar's dominance to impose sanctions, as these actions could exacerbate the situation [4]