彻底闹翻！白宫高官扬言追责美联储，后者怒怼：你算老几？

Core Viewpoint - The report from the New York Federal Reserve indicates that approximately 90% of the costs of tariffs imposed by the U.S. government will ultimately be borne by American businesses and consumers, contradicting the narrative that foreign exporters would absorb these costs [1][5]. Group 1: Tariff Impact Analysis - The average tariff rate has increased from 2.6% to 13%, with tariffs on Chinese goods peaking at 125% during certain months [1]. - The pass-through rate of tariffs to consumers was as high as 94% in the first eight months of the previous year, dropping to 86% by November [1]. - A similar report from the Congressional Budget Office concluded that tariffs raised import prices, with U.S. businesses absorbing 30% of the costs and passing 70% onto consumers [5]. Group 2: Political Reactions - Kevin Hassett, the Chairman of the White House Council of Economic Advisers, criticized the New York Fed's report as the worst he has seen, suggesting that the authors should face disciplinary action [1][3]. - Minneapolis Fed President Neel Kashkari accused the White House of attempting to undermine the independence of the Federal Reserve and revealed that the Justice Department is investigating the Fed's building renovations, implying political pressure from the Trump administration [3][5]. Group 3: Broader Implications - The ongoing debate reflects a larger struggle between presidential influence and economic realities, with potential implications for the Federal Reserve's independence and its ability to manage monetary policy effectively [5][6]. - If the Federal Reserve loses its independence, it could lead to monetary policies that prioritize electoral outcomes over economic stability, affecting not just the U.S. but global markets as well [6].