Group 1 - President Trump expressed confidence that the Federal Reserve is preparing to lower interest rates following a positive meeting with Chairman Powell [1][2] - Trump believes the Fed is ready to provide the monetary policy easing he has sought for months, indicating a strong economy can handle higher rates while waiting for data on the impact of tariffs [2][3] - White House Budget Director Russell Vought has been pressuring the Fed for a review and to lower rates, viewing it as a way to support the economy, particularly the real estate market [2][3] Group 2 - The tone of the meeting between Trump and Powell was more conciliatory compared to previous months, with both sides viewing the discussion positively [2][3] - Despite the positive meeting, the futures market does not expect the Fed to lower rates in the upcoming meeting, with potential action not anticipated until September [3]

上周，关于唐纳德·特朗普总统是否准备解雇美联储主席杰罗姆·鲍威尔的报道相互矛盾。白宫的报告显示，即将采取行动，但特朗普不久后否认他正在 准备这一在法律上有问题的策略。 贝森特一直处于争议的中心，既是美联储的潜在继任者，也是有报道指出财政部长是希望阻止特朗普罢免鲍威尔的调解人。 当被问及《华尔街日报》的一篇报道时，贝森特说："特朗普总统征求了各种意见，然后做出了决定。"该报道称，他帮助说服特朗普继续与鲍威尔保 持联系。"所以他需要很多投入，最终这是他的决定。" 美国财政部长斯科特·贝森特周一建议对美联储进行审查，审查将超越目前关于建筑翻修的争议，并着眼于其整体职能。 贝森特在接受CNBC"Squawk Box"采访时表示："我们需要做的是检查整个美联储机构，以及他们是否取得了成功。该组织是否成功完成了使命？如果 这是（联邦航空管理局），我们犯了这么多错误，我们会回过头来看看为什么会发生这种情况。" 这些评论是在白宫和央行之间的冲突加剧之际发表的。 贝森特说："他们在关税问题上散布恐惧，到目前为止，我们几乎没有看到通货膨胀。"。"我们的通胀数据很高。所以，你知道，我认为他们无法摆脱 某种心态。那边所有的博士，我不 ...

Core Viewpoint - The U.S. Treasury Secretary, Mnuchin, emphasized the need for a review of the Federal Reserve as an institution, particularly regarding its handling of tariffs and inflation effects [1] Group 1: Federal Reserve Review - Mnuchin stated that the Federal Reserve should be scrutinized for its actions, particularly its communication regarding tariffs, which he claims have not significantly impacted inflation [1] - He mentioned that there is no current necessity to dismiss Fed Chairman Powell, especially with indications that the Fed may lower interest rates this year [1] Group 2: Political Dynamics - President Trump denied a Wall Street Journal report suggesting that Mnuchin advised against dismissing Powell, asserting that he understands what is beneficial for the market and the country [1] - Trump's recent criticisms of the Federal Reserve have intensified, particularly targeting its $2.5 billion renovation project [2] Group 3: Legal and Administrative Implications - The potential dismissal of Powell before the end of his term could lead to unprecedented legal challenges, possibly reaching the U.S. Supreme Court [2] - OMB Director Russell Vought criticized Powell for mismanagement, citing the cost overruns of the renovation project as an example [2]

贝森特：美联储需作为一个机构接受全面审视 金十数据7月21日讯，美国财长贝森特周一表示，美联储作为一个机构需要接受全面审视，并评估其是 否运作成功。贝森特在接受 CNBC的采访时拒绝就一则报道称他曾建议总统特朗普不要解雇美联储主席 鲍威尔发表评论，称这将由总统决定。但他表示，美联储这一机构应该接受审查，并指责其"在关税问 题上制造恐慌"，同时指出迄今为止几乎没有出现任何通胀影响。 ...