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cover of episode Who comes next?

Who comes next?

2025/6/26
logo of podcast Marketplace Morning Report

Marketplace Morning Report

AI Deep Dive AI Chapters Transcript
People
A
Ambra
B
Benjamin Uchert
B
Brian Reeling
E
Elizabeth Braugh
I
Ian Ralby
J
Jerome Powell
现任美联储主席,曾任投资银行家和律师,领导美联储应对COVID-19疫情和控制通胀。
J
Jonathan Gruber
J
Joshua Tallis
P
President Trump
T
Tomer Renan
Topics
President Trump: 我认为鲍威尔先生非常不称职,他未能有效管理货币政策,导致美国经济受到不必要的阻碍。我正在考虑更换他,并且已经缩小了候选人范围,希望能找到更合适的人选来领导美联储,以更好地服务于美国的经济利益。我希望新的领导人能够更加灵活地调整利率,以应对当前的经济挑战,并促进经济增长。 Brian Reeling: 考虑到鲍威尔先生不太可能获得连任,他可能不会感受到来自特朗普政府的直接压力。这意味着他可以更加独立地根据经济数据和美联储的判断来制定货币政策,而不必过于担心政治因素的干扰。然而,市场可能会对潜在的领导层变动做出反应,因为新的领导人可能会带来不同的政策方向。 Jerome Powell: 我认为目前美国经济状况良好,我们有足够的空间来观察特朗普总统的关税政策对经济的影响。这些关税可能会导致物价上涨,但我们需要更多的数据来评估其具体影响。美联储将继续密切关注经济形势,并在必要时采取适当的行动,以维持物价稳定和充分就业。我们致力于保持货币政策的独立性,并根据经济的实际需求做出决策。

Deep Dive

Chapters
President Trump's public criticism of Federal Reserve Chair Jerome Powell has led to market speculation about a potential replacement. Powell's term isn't over until next year, but Trump's dissatisfaction and reported narrowing of potential replacements are impacting the U.S. dollar and market confidence.
  • President Trump's public criticism of Jerome Powell
  • Speculation of Powell's replacement before his term ends
  • Impact on U.S. dollar and market confidence

Shownotes Transcript

The Wall Street Journal is reporting that President Donald Trump is thinking about announcing his pick to replace Federal Reserve Chair Jerome Powell as soon as this fall, months before Powell’s term is over. Plus, the national price tag for health care is expected to reach more than 20% of GDP by 2033, even as Congress considers significant cuts to what taxpayers spend on health care for vulnerable Americans. And later, what is a "shadow fleet"?