美联储货币政策

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The Federal Reserve's "leadership change" + the climax of interest rate cuts is unfolding! Trump has an urgent meeting with candidate Waller, and the two are discussing key issues behind closed doors: Who will be the next head of the Federal Reserve? A 25 basis point cut is not enough; will it go directly to 50 basis points?

It's time to emphasize: Trump has repeatedly criticized Powell for being too slow in cutting rates, even threatening to dismiss him, while Waller has shifted to support rate cuts. This meeting is a "policy signal" connection! Once the candidate is determined, the independence of the Federal Reserve may face another impact, and the global financial market is about to experience significant volatility～

Do you think Waller can be elected? Will the rate cuts exceed expectations? Let's discuss in the comments! #美联储货币政策

Powell will deliver a policy speech at 00:20 AM, global financial markets hold their breath

At 00:20 AM Beijing time on Wednesday, Federal Reserve Chairman Powell will deliver a speech titled "Economic Outlook and Monetary Policy" at an event hosted by the National Association for Business Economics.

This speech comes at a critical juncture of heightened volatility in global markets and increasing policy divergence within the Federal Reserve, and his statements may directly influence the decision-making direction of the October interest rate meeting, potentially reshaping the global flow of capital.

Currently, the market generally expects the Federal Reserve to cut interest rates by 25 basis points in both October and December, and investors are closely watching Powell's speech for any signals regarding relevant policy.

Meanwhile, in the context of the U.S. government shutdown and the lack of timely employment and inflation data guidance, the content of his speech will directly affect the expected trajectory of future monetary policy.

If Powell focuses on signs of a cooling labor market, it may be seen as a prelude to further rate cuts; if he emphasizes the persistence of inflation, it could indicate that high interest rates may be maintained for a longer period.

This speech by Powell is also expected to have a direct impact on the market. If he adopts a dovish stance, it may stabilize the sentiment of risk assets; but if he releases hawkish signals, it may exacerbate the selling pressure on assets such as cryptocurrencies and U.S. stocks.

It is worth noting that the recent market crash is not only due to tariff shocks but also deep-rooted structural issues such as excessive leverage and overly concentrated long positions, making Powell's statements on these market structures a focal point of community observation.

Overall, amidst the intertwining of data vacuum and geopolitical uncertainties, Powell's appearance will provide key insights for the market to understand the logic of Federal Reserve policy and may determine the direction of risk assets in the short term.

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