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特朗普开始面试鲍威尔接班人
第一财经·2025-08-07 00:07

Group 1 - The core viewpoint of the article is that the recent U.S. non-farm payroll report has led to increased expectations for interest rate cuts by the Federal Reserve, with several officials signaling a shift towards a more accommodative monetary policy [2][4]. - The July non-farm payroll report showed only 73,000 jobs added, with significant downward revisions for May and June, indicating a potential turning point in the economy [4]. - Federal Reserve officials, including Cook, Waller, and Bowman, have expressed concerns about the labor market and suggested that rate cuts may be necessary to prevent further deterioration [4][5]. Group 2 - The probability of a 25 basis point rate cut in September has risen to 92%, with a 50% chance of a total reduction of 75 basis points by the end of the year [6]. - President Trump is actively working to shape a more compliant Federal Reserve, with recent appointments reflecting political influences [8][9]. - The resignation of Fed Governor Kugler has opened a vacancy that Trump plans to fill soon, with potential candidates being considered for both the vacant position and the future chairmanship [9][10].