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Who comes next?

2025/6/26
logo of podcast Marketplace All-in-One

Marketplace All-in-One

AI Deep Dive AI Chapters Transcript
People
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: 我认为鲍威尔是一个非常愚蠢的人,他应该降低利率。我一直在考虑更换他,并且已经缩小了候选人范围到三到四人。我对鲍威尔的货币政策非常不满,认为他正在损害美国经济。 Brian Reeling: 鲍威尔不太可能被再次提名,因此他可能感觉不到来自政治言论的压力。他可以更加独立地做出决策,而不必担心特朗普的批评。目前,鲍威尔的处境更有利于他坚持自己的政策立场。 Jerome Powell: 美联储目前状况良好,可以等待降息。我希望看到特朗普的关税政策如何影响经济,因为这些关税可能会在今年夏天开始推高物价。我们需要更多的数据来评估经济的走向,然后再决定是否需要采取行动。 Nancy Marshall-Genzer: 特朗普总统公开表达了他对美联储主席杰罗姆·鲍威尔的不满,并暗示可能提前宣布他的继任者。这种言论已经对市场产生影响,导致美元贬值。市场正在押注美国经济可能因此变得更加疲软。

Deep Dive

Chapters
President Trump's public criticism of Federal Reserve Chair Jerome Powell has sparked market uncertainty. The possibility of Powell's replacement before his term ends is discussed, along with the potential economic consequences.
  • President Trump's disapproval of Jerome Powell and his desire for lower interest rates.
  • Trump's consideration of replacing Powell with three or four potential candidates.
  • The U.S. dollar index decline following Trump's attacks on Powell.

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"?