鲍威尔：美联储不会是气候问题的决策者。 ...

美联储主席鲍威尔：就目前而言，决定等待似乎相当明确。当事态发展时，我们可以酌情迅速采取行 动。 ...

据一位研究了特朗普第一任期内有关美联储推文的经济学家称，特朗普不太可能将解雇美联储主席鲍威 尔的威胁付诸行动，但他为推动降息而发起的公开行动所带来的压力，仍将对美联储的决策产生影响。 约翰霍普金斯大学的经济学教授弗朗西斯科・比安奇（Francesco Bianchi）在接受《市场观察》 （MarketWatch）采访时表示，在特朗普上周发出威胁之后，美联储现在知道，如果出现经济衰退，它 将受到公众的指责。 这将以多种方式损害经济。而对总统来说，这会让他雄心勃勃的减税计划变得更加复杂。 比安奇说："我认为财政部长贝森特明白，这对政府来说绝对是一场灾难，更不用说从更广泛的层面来 看了。" 比安奇说："到时候，不只是特朗普，人们也会说，美联储本应该降息——这才是关键 。" 比安奇补充道："公众舆论正朝着这样一个方向转变，即如果出了问题，那就是美联储的错。我认为这 可能会对美联储实际的决策产生影响。这是一种间接的联系；并不是说他们听从总统的命令。" 目前，市场和美联储在利率前景上存在分歧。衍生品市场的交易员担心经济会出现严重衰退，他们预计 美联储今年将降息100个基点。 另一方面，美联储主席鲍威尔上周表示，特朗普大规 ...

Domestic Economic Indicators - In March 2025, China's manufacturing PMI recorded 50.5, with a month-on-month change of 0.3[7] - The social retail sales total for February 2025 increased by 4% year-on-year, with a month-on-month change of 0.3%[27] - The total social financing scale for Q1 2025 reached 15.18 trillion yuan, an increase of 2.37 trillion yuan compared to the same period last year[2] Production and Demand - The domestic electric furnace operating rate was 64.1% as of April 3, 2025, unchanged from the previous week[10] - The average daily sales of domestic passenger cars reached 91,789 units as of March 31, 2025[30] - The wholesale price of pork was 20.51 yuan/kg as of April 9, 2025, showing a week-on-week decrease of 0.25 yuan/kg[36] Trade and Investment - In February 2025, the import value increased by 1.5% year-on-year, with a month-on-month change of 18%[27] - The export value decreased by 3% year-on-year in February 2025, with a month-on-month change of -9%[27] - The cumulative year-on-year growth of fixed asset investment in February 2025 was 4.1%, with a month-on-month change of 0.9%[17] Market Volatility and Policy Impact - The announcement of a 90-day delay on reciprocal tariffs by the U.S. led to a temporary decrease in the yield of U.S. 10-year Treasury bonds to around 4.3%[3] - The South China Industrial Products Index recorded 3,410.15, with a year-on-year change of -371.04[36]