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FXTRADING 财经看点(亚太区01/19)
Sou Hu Cai Jing· 2026-01-18 18:27
Group 1: Monetary Policy and Federal Reserve - The independence of the Federal Reserve is emphasized as a crucial pillar for U.S. economic stability, with a call for policy decisions to be based on professional judgment rather than political cycles [2] - There are multiple experienced candidates for leadership positions within the Federal Reserve, which is expected to maintain policy continuity regardless of who is appointed [2] - The investigation regarding the construction costs of the Federal Reserve headquarters is characterized as a routine information check rather than a substantive accusation against the central bank's operations [3] Group 2: Trade Policy - The administration retains operational flexibility in trade policy, indicating that unified tariff measures could still be implemented even in the face of unfavorable judicial rulings [3] Group 3: Housing Policy - A new housing finance arrangement is being considered, allowing residents to use part of their 401(k) retirement funds for down payments, aimed at alleviating down payment pressures while protecting long-term retirement assets [3][4] - Housing affordability has become a significant concern for voters, influencing policy priorities, especially in the context of high home prices and mortgage rates [4] - The government is engaging with major banks regarding credit card products, with potential measures that could advance without relying on congressional legislation [4]