特朗普怒了！再度炮轰鲍威尔

Core Viewpoint - President Trump criticizes Federal Reserve Chairman Jerome Powell for maintaining high interest rates, claiming it severely harms the U.S. housing industry and calls for significant rate cuts [2][5][10]. Group 1: Trump's Criticism of Powell - Trump labels Powell as "a disaster" for his policies, stating that high interest rates prevent people from obtaining mortgages and that inflation is not a current issue [5][7]. - Trump has repeatedly called for Powell to resign and has suggested potential candidates for his replacement, indicating a desire for a shift in monetary policy [6][7]. Group 2: Federal Reserve's Current Stance - The Federal Reserve has maintained the benchmark interest rate in the range of 4.25% to 4.50% for five consecutive meetings, showing a reluctance to change course despite external pressures [10]. - Market predictions indicate a high probability (86.1%) of a 25 basis point rate cut in September, with expectations of further cuts throughout the year [10]. Group 3: Housing Market Insights - Recent data shows a mixed performance in the U.S. housing market, with new home starts increasing by 5.2% in July, while building permits declined, suggesting potential future weakness in residential construction [11]. - The U.S. Treasury Secretary has expressed the need for looser monetary policy to support the struggling housing market, emphasizing the importance of stimulating housing construction to prevent future inflation [7][11]. Group 4: Upcoming Events and Market Reactions - The Jackson Hole Economic Symposium is set to take place from August 21 to 23, where Powell's speech will be closely watched for insights on future monetary policy direction [12]. - Analysts anticipate that Powell's remarks will clarify the Fed's stance on inflation and economic growth, especially in light of recent economic data trends [12].