特朗普!关税,美联储突发!
中国基金报·2025-12-09 13:29

Group 1 - Trump indicated he may consider lowering tariffs on certain U.S. goods while emphasizing that his use of import tariffs is attracting investments and revitalizing long-dormant industries like automotive and semiconductor manufacturing [4] - He mentioned that approximately $18 trillion is flowing into the U.S., referring to investment commitments made by governments and companies seeking tariff exemptions [4] - Trump stated that the decision to approve recent tariff exemptions was influenced by voter dissatisfaction with high grocery prices, describing them as "very small exemptions" [4] Group 2 - Trump suggested that the immediate lowering of interest rates would be a key criterion for selecting the new Federal Reserve Chairman, signaling to potential candidates the need to be prepared for rate cuts [5] - Current Federal Reserve Chairman Jerome Powell is viewed unfavorably by Trump, who has previously called for the benchmark interest rate to be reduced below 2%, while the current target range is 3.75% to 4% [5][6] - Market expectations indicate that the Federal Reserve may lower the benchmark interest rate by 25 basis points in the upcoming decision [5] Group 3 - Trump has reportedly decided on his preferred candidate for the new Federal Reserve Chairman but will not announce it until early next year, with potential candidates including Kevin Hassett, Christopher Waller, Michelle Bowman, Kevin Walsh, and Rick Rieder [6]