> The Federal Reserve Chair's Remarks Instantly Cooled Down Wall Street's Trading Floor, and Interest Rate Cut Expectations Were Hit Hard.
Powell's Latest Speech is Like a Deep-Sea Bomb, Creating Huge Waves in the Financial Markets. He Not Only Doused Cold Water on Investors Eagerly Anticipating Rate Cuts But Also Rarely Pointed Fingers at White House Policies, Sending Out Two Major Disruptive Signals.
💥 Tariff Inflation: An Invisible Giant Wave Is Approaching
Lagging Effects Are Apparent: Powell Admits for the First Time That the Transmission Effects of Tariffs on Consumer Prices "Are Starting to Show"; The American Public's Wallets Are Quietly Under Pressure.
Future Impacts Stronger: He Warns That Subsequent Inflation Data Will More Clearly Show the Power of Tariffs, "More Impacts Are on the Way"; Consumers Need to Prepare for Long-Term Responses.
The Mystery of Transmission Speed: The Federal Reserve Observes That the Speed at Which Tariffs Push Up Prices "May Be Slower Than Model Predictions"; This Inflation Marathon Has Just Begun.
In the Face of This Slowly Spreading Inflation Fire, the Federal Reserve Reveals Its Hand: Staying Put is the Best Defense. Powell Emphasizes That the Central Bank Will Avoid Overreacting to Temporary Tariff Inflation by "Maintaining Interest Rates Unchanged". This Calm Stance Highlights the Federal Reserve's Confidence in the Economy's Endogenous Resilience.
🗡️ Fiscal Policy Under Irony: Trump's Tax Law Criticized as "Ineffective"
When Discussing the Former Administration's Signature Policies, Powell Gave a Nearly Cold Evaluation: "The So-Called Stimulus Bill Has Not Demonstrated Any Particularly Macroeconomic Effects". This Rarely Direct Criticism Is Equivalent to Publicly Questioning the Actual Contribution of Trump's Tax Reform to Economic Growth.
More Notably, He Stated a Tough Stance on Government Debt: "When We Set Interest Rate Policy, We Do Not Consider Changes in Federal Borrowing Costs." This Statement Completely Draws the Line Between Monetary Policy and Fiscal Deficit, Refusing to Foot the Bill for the Expanding National Debt.
🌪️ Market Shock: The Interest Rate Cut Timeline Completely Reshuffled
The Most Direct Impact of This Speech is on Interest Rate Cut Expectations. Powell Clearly Stated That the Possibility of an Interest Rate Cut in September Has Significantly Decreased, and the High-Interest Environment Will Last Longer. Data from the Chicago Mercantile Exchange Shows That Traders' Bets on a Rate Cut in September Plummeted by Over 40 Percentage Points.
"This Essentially Closes the Door on Recent Rate Cuts," BlackRock Global Fixed Income Chief Investment Officer Rick Rieder Said. "Powell Is Telling the Market: The Ghost of Inflation Is Not Gone; Don't Be Too Naive."
When the Federal Reserve Chair Publicly Questions the Effectiveness of Fiscal Policy, Wall Street Hears the Alarm. Powell's Double Blow Not Only Reshaped the Interest Rate Path but Also Revealed the Dual Pressures Facing the U.S. Economy: Ongoing External Tariff Inflation Pressure and Doubts About Internal Fiscal Policy Effectiveness.
As the Federal Reserve Sticks to Its "Wait-and-See" Stance, Consumers and Businesses May Face a Long Cycle of Higher Costs. This Inflation Drama Directed by Tariffs and Debt Has Just Started Its First Act.
> The Independence of the Central Bank and the Effectiveness of Policies Form a Sharp Double-Edged Sword in Powell's Stern Words. When Asked About the Federal Reserve's Statement, Former Treasury Secretary Summers Left a Suggestive Comment on Social Media: "In the Toolbox of Monetary Policy, Silence Is Sometimes the Loudest Weapon."
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