Welcome back. A bipartisan group of former top US economic officials in this country coming together to file a brief to the Supreme Court in support of Fed Governor Lisa Cook. You can see some of them here.The list includes every living Fed chair as well as several former Treasury Secretaries and CEA chairs across both sides of the aisle. One exception would be members of the President Trump's first term like that like his secretary minutian. Our next guest is a signator Jared Bernstein, chair of the Counci ...

Trainers attorneys for Fed Governor Lisa Cook are arguing the Supreme Court should reject President Trump's push to fire her as a lawsuit plays out challenging her attempted removal. Cook's lawyers say if the court grants Trump's request, it would, in their words, eviscerate the independence of the Federal Reserve Board. Earlier today, a group that includes every living former Federal Reserve chair along with a number of former Treasury Secretary Saries also uh urged the Supreme Court to deny President Trum ...

Lisa Cook, governor of the US Federal Reserve and governor nominee for US President Joe Biden, during a Senate Banking Committee nomination hearing in Washington, DC, US, on Wednesday, June 21, 2023.Lawyers for Federal Reserve Governor Lisa Cook on Thursday argued that the Supreme Court should reject President Donald Trump's request that he be allowed to fire her pending the outcome of her lawsuit challenging her removal."The President's stay application asks this Court to act on an emergency basis to evisc ...

Let's get to Amy Jvers in DC for the details. David, we're looking at a powerhouse new filing in the Supreme Court. This is an amicus brief just dropped within the past couple of moments.Uh and it's signed by every living former Fed chair. Also, a number of former Treasury secretaries, both Democrats and Republicans, but notably uh no economic officials from the first Trump administration that I can see signing on to this document. It's in support of Lisa Cook and it's arguing uh that the Supreme Court shou ...

Lisa Cook takes the oath of office to serve as a member of the Board of Governors at the Federal Reserve System during a ceremony at the William McChesney Martin Jr. Building of the Federal Reserve May 23, 2022 in Washington, DC.Every living former chair of the Federal Reserve, as well as a slew of ex-Treasury secretaries and former White House economic advisors, urged the Supreme Court on Thursday to block President Donald Trump from firing Fed Governor Lisa Cook as her lawsuit challenging her removal proc ...

美元走势 - 美元短期技术前景黯淡 空头头寸减少为交易员再次看跌提供空间[1] - 美元周三升至两周高点 创三周最大涨幅 上周曾跌至2022年2月以来最低水平[2] - 美元全线上涨 对欧洲新兴市场货币匈牙利福林和捷克克朗涨幅最大[4] - 美元上涨因投资者消化美联储主席鲍威尔对进一步降息的谨慎言论[6] 美联储政策与独立性 - 美联储今年隐含降息次数从两次减少至一次可能是多头最大希望[1] - 美联储独立性争议延伸至美元互换额度 这是危机时期向其他央行提供的流动性生命线[6][8] - 美元互换额度是防止金融条件严重紧缩、美元无序走强和全球压力时期市场动荡的关键工具[11] - 美联储与五大央行(欧洲央行、日本央行、英国央行、瑞士央行和加拿大央行)设有常备美元互换额度 已终止2008年和2020年危机时与其他九国央行的临时额度[10] - 政治压力可能影响美元互换额度决策 证据表明与美国政治结盟程度影响2008年和2020年获得互换额度的可能性[21] 加密货币市场 - 萨尔瓦多加密巨头Tether正洽谈通过私募筹集高达200亿美元 公司估值可能达5000亿美元[3] - 加密ETF将在美国市场大量涌现 因监管机构简化审批流程[5] 大宗商品 - 油价跳涨3% 创7月以来最佳单日表现 因美国原油库存意外下降且伊拉克、委内瑞拉和俄罗斯出口问题导致供应紧张[7] - 布伦特原油接近每桶70美元 现仅较一年前下跌6% 而4月份跌幅近30%[7] - Comex铜价上涨4% 因Freeport McMoRan宣布不可抗力[4] 股票市场 - 沙特股市创五年来最佳单日表现 台湾股市创新高 中国上涨1% 阿根廷再涨1.5% 华尔街收跌[4] - 材料板块下跌1.6% 房地产下跌1% 因美国房屋销售数据意外强劲[4] - Freeport McMoRan暴跌17%[4] 债券市场 - 美国国债收益率上升多达4个基点(5年期) 5年期国债拍卖获得良好反响[4] - 美国财政部将拍卖440亿美元7年期国债[21] 人工智能与科技 - OpenAI扩大Stargate范围并考虑通过债务融资芯片以满足需求[5] - 各公司投入数十亿美元推进AI基础设施[5] 国际政治与经济 - 美国与韩国初步贸易协议因3500亿美元投资包的外汇影响尚未签署[12] - 美国财政部考虑所有选项包括货币互换额度以稳定阿根廷市场 强调对右翼总统Milei的支持将"大规模且有力"[14] - 美国第六大商品贸易伙伴韩国去年享有660亿美元顺差[15]

美联储利率决议 - 美联储以近乎全票通过的决定将关键利率下调25个基点 仅Stephen Miran一人持异议[2] - 市场预期可能出现多达3张异议票 实际结果远低于预期分歧程度[2] - 投票结果被解读为面对白宫压力时展现机构独立性与团结的信号[2] 白宫与美联储关系 - 特朗普持续施压要求更大幅度降息 并试图解雇美联储理事Lisa Cook[2][4] - 特朗普任命的三位理事（Waller、Bowman、Miran）中仅Miran支持更激进降息[2] - 白宫考虑用特朗普任命官员替代现任主席鲍威尔 任期将于2023年5月结束[2] 人事任命与法律争议 - Stephen Miran在会议开始前数小时经参议院党派投票确认就任美联储理事[2][4] - Lisa Cook通过法律诉讼保住职位 成为美联储112年历史中首遭总统试图解雇的理事[2][4] - Miran同时保留白宫职位（无薪休假）的任命方式被认为非同寻常[4] 经济政策考量 - 通胀率仍明显高于美联储2%目标 同时失业率出现上升[4] - 货币政策面临两难：过度降息可能刺激通胀 维持高利率可能加剧就业放缓[4] - 鲍威尔承认政策制定面临挑战 称"当前没有无风险的路径"[4] 机构独立性维护 - 奥巴马政府经济顾问Furman认为特朗普任命官员未加入异议投票"预兆美联储独立性良好"[2] - 前美联储经济学家Sahm指出政策制定者出于维护机构完整的考虑采取一致行动[4] - 鲍威尔在新闻发布会回避评论人事争议 强调"坚决维护独立性"[4]

CHICAGO--(BUSINESS WIRE)--Monroe Capital LLC ("Monroe†) announced today that Chairman and CEO Ted Koenig is amplifying his perspective on Federal Reserve independence and the prudent path for interest-rate adjustments as attention to monetary policy intensifies across markets. Multiple national outlets have sought commentary, reflecting broad demand for clear, apolitical guidance on the outlook. With the Federal Reserve scheduled to issue its policy statement on September 17, 2025, market conse. ...

美联储独立性 - 史蒂文·迈隆被任命为美联储理事引发独立性担忧 其被指为特朗普的政治傀儡 且未辞去白宫职务仅处于休假状态[1][2] - 美联储独立性受损将导致利率决策受政治干预 可能推高信贷成本 影响信用卡 发薪日贷款 抵押贷款和汽车贷款利率[3][4] - 特朗普试图罢免美联储理事丽莎·库克未果 正上诉至最高法院 若最高法院支持罢免 国会可能修改《联邦储备法》[5][6] 利率政策与通胀 - 美联储预计将基准利率下调25个基点 当前通胀率比2%目标高出约1个百分点 同时就业市场过去3个月走弱[8][9] - 经济出现滞胀初期迹象 通胀和失业率同时上升 特朗普造成的经济混乱使美联储陷入政策两难[10][11] - 美联储主席表示若未受特朗普经济混乱影响 本可在去年2月降息 高利率和就业市场问题被归因于特朗普[12] 美联储人事任命 - 特朗普将下任美联储主席人选缩小至三人：前理事凯文·沃尔什 现理事克里斯·沃勒和国家经济委员会主任凯文·哈塞特[14] - 候选人独立性受质疑 关键问题包括是否承认2020年大选结果 以及能否坚持独立经济政策立场[15][16] 经济数据透明度 - 特朗普提议将上市公司季报改为半年报 美国证交会主席表示将优先处理此事项 该举措被指损害投资者透明度[18][19] - 减少信息披露被解读为掩盖经济问题的策略 类似此前因不满就业数据而解雇劳工统计局局长的行为[20] - 经济现状与竞选承诺相反：成本持续上升 经济日益疲弱[21] 行业竞争与市场集中度 - 派拉蒙与天舞对华纳兄弟的收购bid引发行业权力集中担忧[21][22] - 行业过度集中导致价格上升 客户服务与创新水平下降 并损害竞争对手[23] - 市场竞争是产生效益的前提 而非集中度[23]

By the way, we're here with the president now. >> He is now on the call in a few minutes from the helicopter. And he's a good man.Most of you know him. He's very talented. Uh he'll have a big influence on this or too late getting his rates down, I guess.Who knows. You never know when too late, but he's done a lousy job. Rates the rate should be much lower. Much much lower.But I've just signed his uh document and all of the papers and Steve Myron is now on. >> Ground offense is now underway in Gaza City. You ...