楼主:
cosmite (K)
2025-04-08 12:25:45联准会将在关税紧张局势中举行闭门会议
https://is.gd/UotWfP
THE ECONOMIC TIMES
作者：ET Online
2025 年 4 月 7 日，下午 6:28:00 IST
概要
联准会将召开会议，就川普的新关税措施作出回应，该措施将对所有美国进口产品征收最低
10% 的关税。主席鲍威尔对关税对通膨和经济成长的影响表示担忧，并暗示其可能产生持
续影响。
随着川普政府的全面新关税开始生效，联准会理事会计划于(IST)周一晚上 9 点 30
分召开闭门会议。
这次会议是在最近宣布征收关税后经济紧张局势加剧的背景下举行的，会议将在华盛顿特区
西北 20 街和 C 街的委员会办公室举行，并将透过音讯/视讯电话会议进行。
根据董事会《关于会议公众观察的规则》第 261b.7 节中概述的程序，会议将不对公众开放
，重点讨论董事会官方事务。讨论主题的最终公告将在会议结束后发布在董事会网站上。
2025年4月2日，唐纳德·川普总统宣布这一天为“解放日”，并签署行政命令，对美国所有
进口商品征收最低10%的关税。该关税将于2025年4月5日生效。
此外，57个国家和实体将面临大幅提高的关税，税率从11%到50%不等，这些措施将于2025年
4月9日开始生效。
鲍威尔面临压力
同时，人们越来越担心关税可能加剧美国通膨、减缓经济成长。由主席鲍威尔领导的联准会
面临越来越大的压力，需要应对这些关税带来的经济影响，预计这些关税将严重扰乱美国经
济。
鲍威尔在周五的声明中表示，关税对通膨和经济成长的影响“远远超出预期”。不过，他也
警告称，其影响可能会变得“更加持久”，这取决于全球经济如何适应这些新的贸易壁垒。
鲍威尔发表上述言论的时机正值华尔街日益增长的担忧，他们担心联准会可能在可预见的未
来维持基准利率在 4.3% 不变，而不是像投资者所希望的那样降息。
自关税宣布以来，市场预期发生了巨大变化，投资者目前预计今年利率将降息五次。
(路透社供稿)
心得评论：
FB上有粉专说这是一次紧急会议。连鲍尔都说了关税对通膨和经济成长的影响“远远超出预
期”，且可能更加长久。
美股昨晚翻绿收涨，夜盘上涨1%是在期待联准会降息吗？预期降息是向上喷、非预期降息是
向下喷（经济太差），这个理解有错误吗？今晚美股如何表态？
原文：
As the Trump administration’s sweeping new tariffs begin to take effect, the Bo
ard of Governors of the Federal Reserve System is scheduled to convene a closed
meeting on Monday at 9.30 pm IST.
The meeting, which comes at a time of heightened economic tension following rece
nt tariff announcements, will take place at the Board’s offices, located at 20t
h Street and C Streets, NW, Washington, DC, and will also be conducted via audio
/video conference call.
Under the procedures outlined in Section 261b.7 of the Board's Rules Regarding P
ublic Observation of Meetings, the session will be closed to the public, focusin
g on matters of official Board business. The final announcement of the topics di
scussed will be posted on the Board's website after the meeting.
On April 2, 2025, President Donald Trump declared "Liberation Day," marking the
signing of an executive order that imposes a blanket tariff on all imports to th
e United States at a minimum rate of 10%. This tariff is set to take effect on A
pril 5, 2025.
Additionally, 57 nations and entities are facing significantly higher tariffs, r
anging from 11% to 50%, with these measures scheduled to commence on April 9, 20
25.
Powell under pressure
Meanwhile, concerns are mounting about the potential of the tariffs to fuel infl
ation and slow economic growth in the US. The Federal Reserve, led by Chair Jero
me Powell, is under increasing pressure to manage the economic fallout from thes
e tariffs, which are expected to significantly disrupt the US economy.
In a statement on Friday, Powell said that the impact of the tariffs on both inf
lation and economic growth is "significantly larger than expected.” However, he
also cautioned that the effects could become "more persistent" depending on how
the global economy adjusts to these new trade barriers.
The timing of Powell’s comments aligns with growing concerns on Wall Street tha
t the Fed may keep its benchmark interest rate unchanged at 4.3% for the foresee
able future, rather than enacting the rate cuts that investors had been hoping f
or.
Since the tariffs were announced, market expectations have shifted dramatically,
with investors now anticipating as many as five interest rate cuts this year.
(With Reuters inputs)