Odaily星球日报讯 Regan Capital 分析师 Skyler Weinand 称，1 月份强于预期的 CPI 报告可能会促使美联储在今年剩余时间里按下降息的暂停键。他表示，“美联储目前只能静观其变，希望经济指标发生变化，表明通胀方面取得了更多进展。”“如果消费者价格或通胀预期进一步上升，美联储的下一步行动很可能是提高短期利率。”Weinand 还表示，围绕美国总统特朗普财政政策及其将如何影响消费者价格的“极度不确定性”正在给美联储带来“极度焦虑”，并使政策制定者更难以在短期内降息。（金十）

Odaily星球日报讯 Regan Capital 分析师 Skyler Weinand 称，1 月份强于预期的 CPI 报告可能会促使美联储在今年剩余时间里按下降息的暂停键。他表示，“美联储目前只能静观其变，希望经济指标发生变化，表明通胀方面取得了更多进展。”“如果消费者价格或通胀预期进一步上升，美联储的下一步行动很可能是提高短期利率。”Weinand 还表示，围绕美国总统特朗普财政政策及其将如何影响消费者价格的“极度不确定性”正在给美联储带来“极度焦虑”，并使政策制定者更难以在短期内降息。（金十）

分析师：美联储不排除恢复加息的可能

Odaily Odaily report: Regan Capital analyst Skyler Weinand said that the stronger-than-expected CPI report in January may prompt the Federal Reserve to hit the pause button on rate cuts for the rest of the year. He said, "The Federal Reserve can only wait and see now, hoping that economic indicators will change to show more progress on inflation." "If consumer prices or inflation expectations rise further, the Federal Reserve's next move is likely to be to raise short-term interest rates." Weinand also said that the "extreme uncertainty" surrounding US President Trump's fiscal policy and how it will affect consumer prices is causing "extreme anxiety" for the Federal Reserve, making it more difficult for policymakers to cut rates in the short term. (Jinshi)

Analyst: The Fed does not rule out the possibility of resuming interest rate hikes

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Mars Finance News, four years ago, former U.S. Treasury Secretary Lawrence Summers criticized U.S. fiscal and monetary policymakers for overstimulating the economy, leading to the biggest inflationary outbreak in a generation. Now he is warning again that there is a danger of a renewed price surge. Summers said on the "Wall Street Week" TV program: "This may be the most sensitive moment we have faced in terms of the risk of an escalation of inflation since the policy mistakes of 2021 that led to severe inflation." Summers pointed out that signs of tightness in the labor market, including the sharp wage growth reported in the January employment data released last week, have already provided a backdrop for potential consumer price increases, even before any action by the new administration. Since the release of that data, U.S. President Trump has also raised tariffs on imported goods and threatened to add a series of other tariffs. As a Harvard University professor and paid columnist for Bloomberg TV, Summers said: "This is a moment when we need to be very careful about inflation - even before the White House takes action." He urged the Federal Reserve to remain vigilant on price pressures and believes that further rate cuts are unlikely in the current cycle. Federal Reserve Chairman Powell reiterated his views from last month in Senate testimony on Tuesday, that the Fed does not need to rush to cut rates after lowering the benchmark rate by 1 percentage point in the final months of 2024. Summers said: "This is not a probability, but there is a very real possibility that the Fed's next move will be to raise rates, not cut them. This is a particularly dangerous moment for any kind of cost shock, any kind of rhetoric that undermines the credibility of the fight against inflation, any kind of fiscally irresponsible measures." At the beginning of 2021, Summers warned that Biden's $1.9 trillion fiscal plan could fuel inflation, which unsettled some Democratic colleagues. He also criticized the Federal Reserve for not paying enough attention to price risks. Powell acknowledged in March 2022 that "in retrospect, we should have raised rates sooner." In contrast, Biden's team continues to defend their actions. Former Treasury Secretary Janet Yellen believes the bigger mistake was not doing enough, resulting in years of scarring in the labor market. (Jinshi)

Former U.S. Treasury Secretary Summers: Inflation may break out again, the Fed's next step may be to raise interest rates

Odaily News reported that on Wednesday, US President Trump stated on the Truth Social social media platform that interest rates should be lowered, which would "go hand in hand" with the upcoming tariff policy, although economists expect the tariff policy to exacerbate inflation and delay rate cuts. On Monday, Trump significantly raised tariffs on steel and aluminum imports to 25%, "with no exceptions or exemptions", hoping this move would help the struggling industries in the US, but it could also trigger a trade war. However, Federal Reserve Chairman Powell told Congress on Tuesday that given the overall strong economy, the Fed is in no rush to cut rates again. A Reuters survey showed the Fed is expected to wait until next quarter to cut rates again. Earlier data showed that US consumer price inflation in January was higher than expected. Since Trump's election, economists have raised their inflation forecasts, as they are concerned that Trump's policies, especially the tariff policy, could rekindle price pressures in the economy. Analyst Enda Curran said today's CPI data could lead to a tense period between the Fed and the White House. Analyst Anstey said that just a little over half an hour before the CPI report was released, Trump posted on his Truth Social platform that "interest rates should be lowered". This does not seem to be good timing. If the Fed cuts rates at this time, it will certainly increase the risk of persistent inflation.

Trump: Rate cuts and tariffs will go hand in hand

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The news from Mars Finance indicates that Nick Timiraos, a Wall Street Journal reporter known as the "mouthpiece of the Federal Reserve," pointed out that not all monthly CPI inflation reports are equally important. In an economy facing price pressures, the impact of the January CPI data is greater. In recent years, price increases in the United States in January have been exceptionally strong, reflecting a significant adjustment in prices at the beginning of the year. Timiraos stated that the inflation report to be released this week may show whether the Federal Reserve's efforts to lower inflation have cleared a key obstacle. Timiraos emphasized that this data is of great importance to the Federal Reserve. Alan Detmeister, who was responsible for the Federal Reserve's price and wage forecasting department, said that even if the first-quarter inflation data does not hit the Federal Reserve again, the increase in tariffs may give Federal Reserve officials reason to slow the pace of rate cuts. "This may make them more cautious in lowering interest rates."