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特朗普即将接管美联储,德银发出警告,大放水时代来了?
Sou Hu Cai Jing· 2025-09-13 11:59
一个大放水的时代即将到来,你做好准备了吗? 9月17日,美联储将召开9月份的议息会议,目前市场的普遍预期,是降息25个基点。 但比起接下来的大放水,这25个基点只能算是毛毛雨。 德国商业银行最近发布的一篇分析,惊出了华尔街的一身冷汗,在这篇分析中,德国商业银行指出了一个惊人的事实:不知不觉间,特朗普距离接管美联储 已经越来越近了。 而特朗普一旦接管美联储,全球经济大放水将不可避免,不管是对美债黄金外汇,还是对中国的楼市股市存款,都将影响巨大,这将关系到我们每一个人的 钱袋子。 而现任的7名理事里,除了美联储主席之外,有两个人是特朗普上一个任期提名的,他们就公开站在了特朗普的一边,比如克里斯托弗·沃勒,他一直紧跟特 朗普的脚本,呼吁美联储应该大幅度降息,他也被认为是下一任美联储主席的热门人选。 为什么说特朗普即将接管美联储呢?这得从美联储的决策机制说起。 美联储的最高决策机构,叫做联邦市场公开委员会,里面一共有12名票决委员,每次加息降息印钞这些大事,都由这12个人投票说了算。 这12个人里面,有8名常设成员和4名轮换成员。 4名轮换成员都是地区联储银行的行长,任期只有一年,所以影响力比较弱,必须听其它大佬的, ...
特朗普换了鲍威尔就能立即降息?美联储决策机制或成最大阻碍
Hua Er Jie Jian Wen· 2025-07-09 12:46
Group 1 - The Federal Reserve's collective decision-making process limits the new chair's ability to implement significant interest rate cuts immediately, despite Trump's promise to nominate someone who favors rate reductions [1][2] - Investors are betting in the futures market that interest rates will drop immediately after the current chair Powell's term ends in May 2026, shifting their positions from contracts expiring before Powell's departure to those expiring after the new chair takes office [1] - There is a notable division among Federal Reserve officials regarding the outlook for interest rate cuts, primarily influenced by the impact of Trump's tariff policies on inflation [1][3] Group 2 - The Federal Open Market Committee (FOMC) consists of 19 policymakers, with 12 having voting rights, meaning the chair cannot act unilaterally [2] - Potential candidates for the Federal Reserve chair position include former Fed governor Warsh, Treasury Secretary Basant, and NEC Director Hassett, all of whom have expressed support for rate cuts [2] - Current Fed officials have differing views on the necessity and timing of rate cuts, with some predicting two to three cuts by year-end, while others believe only one cut is needed or that rates should remain unchanged [3] Group 3 - Even with potential vacancies on the board, the Trump administration may not have enough votes to push for additional rate cuts, as support from other policymakers will depend on actual economic performance [3] - The independence of the Federal Reserve is a concern, as significant policy changes require consensus among committee members, regardless of who the new chair may be [3]
特朗普好像哭了,深夜长文抱怨鲍威尔,他为何斗不过美联储?
Sou Hu Cai Jing· 2025-06-28 02:56
特朗普深夜发了一篇长长的帖子,在帖子里他絮絮叨叨,语言颠三倒四,就像是一个被抛弃的怨妇,受够了对方的无情。 他说,我什么办法都试过了,友善、中立、强硬,软的硬的都用了,这个倔老头就是不听我的,而且我也知道,我越是批评他,他反而更加不听我的,反正 我是做什么对他都没用。 特朗普深夜破大防,他好像被鲍威尔给整哭了! 特朗普自从上台以来,为了让美联储降息,他几乎天天都要骂鲍威尔,他说鲍威尔是个蠢X,还给起了个外号,叫太慢先生。 直到最近,画风突然变了。 特朗普的这个帖子,一反他过去天天都在赢的姿态,第一次对美联储认输,而且还有点声泪俱下的感觉。 也许这是他故意换了一种策略,想博取同情,也许是他不经意间的真情流露,真的破防了。 那么,身为美国总统的特朗普,为何拿捏不了美联储? 这还得从美联储的决策机制说起,很多人都说美联储是一家私人机构,其实不够准确,准确地来说,美联储其实是一家半官方机构。 美联储是由12家地区储备银行组成,这些储备银行又被上千家私人银行控股,所以美联储首先代表美国银行业的利益。 同时,美联储的最高决策机构叫做联邦公开市场委员会,这里面一共有12名委员,每次加息降息印钞放水这些大事,都是由这12个人 ...