Amidst stock market turbulence, the "strongest alpha" emerges! Tariffs cannot suppress the explosive expansion of AI computing power.
Taiwan Semiconductor stated that no changes in customer behavior due to USA tariffs have been observed, and its optimistic expectations contrast sharply with the uncertainties in the global market.
'It's Just Not Done': Why Trump Firing Powell Could Rock U.S. Financial Markets
Support Powell? The "third-in-command" of the Federal Reserve stated that there is no necessity to adjust interest rates in the short term!
① The President of the New York Federal Reserve, Williams, believes that there is no need to change the Federal Reserve's interest rate policy in the short term, although Trump's tariffs may increase inflation, weaken economic growth, and raise unemployment rates. ② Williams emphasized that the Federal Reserve needs to ensure that inflation does not continue to rise and to bring inflation back to the target level of 2%.
Trump and Powell on Collision Course Without Easy Escape
Trump, Meloni Sound Upbeat on Trade Deal. Japan, Mexico, China Tariffs Updates; Follow the Latest Here
Reports indicate that Trump intends to replace Powell, while former Federal Reserve officials advise against interfering with the independence of the central bank.
Recently, USA President Trump met with former Federal Reserve Board member Kevin Walsh to discuss the possibility of replacing current Federal Reserve Chair Powell ahead of schedule.
What to Make of Trump Meloni Meeting
Trump Blasts Fed Chair Jerome Powell
Trump Expresses Optimism on EU Trade Deal
Trump Declines to Say He Regrets Nominating Powell -- WSJ
Trump Says He Can Push Out Powell Even Though Fed is 'Technically Independent'
Chicago Fed Research Director Will Lead Philadelphia Fed
Express News | ECB: The Governing Council Today Decided to Lower the Three Key ECB Interest Rates by 25 Basis Points
Trump Lashes Out at Powell, Says 'Termination Cannot Come Fast Enough'
US Morning News Call | Powell Warns Tariffs May Cause Inflation and Growth Challenges
Stocks Drop on Fed Chair Warning Tariffs May Trigger Inflation and Slower Growth
China Dismisses Trump's Tariff 'Numbers Game,' Files WTO Complaint: Talks Can Only Proceed Based On 'Mutual Respect'
What to Know as US, Japan Start Tariff Negotiations
How a Supreme Court Ruling Could Weaken Fed Independence, Shake Markets
Warning signs in the U.S. job market! In 14 states, the number of unemployed exceeds job openings, marking a 14-year high.
Media reports indicate that, according to data analysis released by the U.S. Bureau of Labor Statistics (BLS) on Wednesday, as of February, the number of unemployed in 14 states has exceeded job openings, the highest record since April 2021. Analysis suggests that this indicates the U.S. job market is becoming increasingly severe. Federal Reserve Chairman Powell stated on Wednesday that tariffs will 'highly likely' lead to higher prices for consumers and higher unemployment rates for the economy in the short term.