特朗普多次指出，近期市场出现了一种与以往不同的趋势——积极的经济数据反而引发抛售，因为投资者担忧通胀上升可能导致美联储加息。他写 道："过去，一有好消息，市场就上涨。如今，一有好消息，市场反而下跌，原因是大家都认为利率会立即上调以应对'潜在的'通胀。" 然而，周二的市场表现与特朗普所描述的趋势并不一致。美国经济分析局报告显示，第三季度实际国内生产总值折合年增长率4.3%，高于绝大多数 经济学家预期。与此同时，标普500指数连续第四个交易日上涨，并接近历史高位。 特朗普此番言论正值他考虑美联储新领导提名之际。面对选民对生活成本上升的担忧，特朗普政治压力加大，他希望借助美联储降低借贷成本。他曾 表示，降息将有助于刺激住房市场，并希望未来的美联储主席能在利率决策中征求他的意见。 美国总统唐纳德·特朗普近期表示，他期望下一任美联储主席在经济形势良好的情况下降低利率，并明确表示任何与他意见相左的人都不可能担任这 一职务。 特朗普周二在社交媒体发帖称："我希望新任美联储主席在市场表现良好时降低利率，而不是毫无理由地摧毁市场。任何与我意见相左的人都永远当 不上美联储主席！" 特朗普上周透露，已将美联储主席候选人名单缩减至" ...

Core Viewpoint - The Federal Reserve's Goolsbee indicated that Trump's trade policies are a significant factor in the reluctance to aggressively lower borrowing costs [1] Group 1 - Goolsbee's comments highlight the impact of trade policies on monetary policy decisions [1]

Core Viewpoint - The Federal Reserve's July meeting minutes indicate a shift among some rate setters towards potentially lowering borrowing costs, despite ongoing concerns about inflation risks [1] Summary by Relevant Sections Monetary Policy - Some Federal Reserve officials are moving away from hesitance regarding interest rate cuts, suggesting that decisions may need to be made before fully understanding the impact of tariffs on inflation [1] - The July meeting marked the first instance of voting disagreement, with Governors Waller and Bowman supporting a 0.25 percentage point rate cut, highlighting a divergence from the Fed Chair's stance [1] Leadership Implications - Waller and Bowman are noted as potential candidates for the Treasury Department following Powell's term ending in May 2026, indicating their influence within the Federal Reserve [1]