宏观研究焦点：美联储独立性担忧再起、地缘风险升温、美国通胀放缓、中国通缩-What's Top of Mind in Macro Research_ Renewed Fed independence concerns, heightened geopolitical risk, less US inflation China deflation

14 January 2026 | 5:18PM EST Economics Research What's Top of Mind in Macro Research: Renewed Fed independence concerns, heightened geopolitical risk, less US inflation/China deflation This week: Transcript Jenny Grimberg +1(212)934-0199 | jenny.grimberg@gs.com Goldman Sachs & Co. LLC While we don't expect the DoJ's criminal investigation into Fed Chair Powell—and the broader threat to Fed independence that it underscores—to impact Fed policy for now, we find that a shift toward a less independent Fed would ...