Group 1 - The U.S. Treasury Secretary Scott Basset denied any plans for the U.S. to intervene in the foreign exchange market to support the Japanese yen, reaffirming the long-standing "strong dollar policy" [1] - Following Basset's comments, the Japanese yen weakened against the dollar, dropping approximately 0.9% to around 153.55 yen per dollar, while the dollar index strengthened, reaching 96.58 [1] - Basset emphasized that the "strong dollar" policy is based on sound economic fundamentals rather than short-term currency interventions, suggesting that a narrowing trade deficit will naturally strengthen the dollar over time [1] Group 2 - Basset addressed macroeconomic and policy risks, noting the uncertainty surrounding a potential government shutdown but expressed optimism about the U.S. economy maintaining strong growth this year [2] - In international trade, Basset indicated that negotiations related to the USMCA (United States-Mexico-Canada Agreement) are set to resume, with a focus on avoiding unnecessary disputes [2] - Basset mentioned that the S&P 500 index has surpassed 7000 points, reflecting the positive impact of current growth-promoting policies [3]

Core Viewpoint - Trump is pressuring the Federal Reserve Chairman Powell regarding interest rate policy, aiming to influence rates to align with his economic and political goals, which raises concerns about the independence of the Fed [2][3][4] Group 1: Economic Impact - Summers expresses concern that Trump's actions could undermine the foundation of the U.S. economy and market confidence, citing the negative impact of high interest rates on manufacturing PMI [2][3] - The U.S. Labor Department reported that non-farm payrolls have fallen below expectations for three consecutive months due to high interest rates, with manufacturing orders decreasing by 2.1% month-over-month [3] - The IMF President emphasizes the importance of central bank independence for economic stability, urging respect for the Fed's professional decision-making [3][5] Group 2: Federal Reserve Independence - Trump's attempts to exert pressure on the Fed are seen as a violation of economic principles, potentially leading to negative chain reactions in the economy [4] - The Peterson Institute for International Economics highlights that the Fed's independence is crucial for maintaining market stability and guiding economic expectations [4][5] - Historical lessons from the Nixon administration's interference with the Fed's policies illustrate the risks associated with undermining central bank independence [4][5]

下任美联储主席热门人选、白宫经济顾问凯文·哈塞特当地时间周二表示，他认为美联储"有充足空间"大幅下调基准利率。 在当天的一个会议上，当被问及如果出任主席是否会推动特朗普希望的大幅降息时，哈塞特回应道： "如果数据显示我们可以这么做，就像 现在这样，我认为大幅降息的空间是很充足的。" 哈塞特再次批评美联储近年来的一些政策选择，指责央行"具有政治性"。"我认为，美联储主席最重要的职责是观察经济数据，并避免卷入 政治过程。" 此前一天，哈塞特表示，美联储现在就对未来六个月设定明确利率路径是不负责任的做法，同时称美联储主席的职责是观察经济数据并据此 做出决策。 与此同时，本周举行的今年最后一次美联储利率决议，将为动荡的2026年拉开序幕。除了例行会议与已引发内部深刻分歧的政策争论， 2026年前几个月还将迎来一系列亟须解决的人事与结构性问题。 近期的利率决策已显现不同阵营内部的明显分歧：多位地区联储主席担忧通胀而反对降息，而三位特朗普任命的理事则支持降息。 要让12名有投票权的FOMC成员支持更多降息并不容易，尤其是部分明年轮换加入的投票者已经表达了鹰派立场。最终决策可能仍取决于经 济数据，但无论如何，动作可能都比特 ...

Core Viewpoint - The International Bank for Settlements (BIS) asserts that former President Trump's criticisms of the Federal Reserve's interest rate decisions do not pose a threat to its independence [1] Group 1 - The BIS emphasizes the importance of central bank independence in maintaining effective monetary policy [1] - Trump's comments are viewed as part of a broader political discourse rather than a direct challenge to the Fed's operational autonomy [1] - The BIS highlights that central banks must remain insulated from political pressures to ensure long-term economic stability [1]