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lite.cnn.com - on gopher - inofficial | |
ARTICLE VIEW: | |
The most extraordinary Fed meeting yet has just kicked off | |
By Bryan Mena, CNN | |
Updated: | |
11:07 AM EDT, Tue September 16, 2025 | |
Source: CNN | |
Federal Reserve officials are convening Tuesday and Wednesday for a | |
pivotal meeting under unprecedented circumstances. | |
On Wednesday at the conclusion of their two-day policy meeting, central | |
bankers are expected to announce to support America’s slowing labor | |
market, with the hopes that President Donald Trump’s expansive | |
tariffs might have only a limited impact on inflation. | |
But there’s an elephant in the room as officials debate about the US | |
economy: Trump’s aggressive effort to reshape the Fed’s top ranks. | |
On Monday, the Senate , Trump’s top economic adviser, to serve on the | |
Fed’s Board of Governors to complete a vacated term that expires at | |
the end of January, but could be extended. Miran has said he won’t | |
commit to resigning when his term ends if a permanent successor | |
hasn’t been named. | |
After being sworn in on Tuesday morning, Miran is able to cast a vote | |
at this week’s Fed policy meeting. | |
Fed Governor Lisa Cook, whom Trump , will also cast a vote at this | |
week’s meeting. An appeals court on Monday while her lawsuit | |
challenging Trump’s removal order moves forward. Cook is the first | |
Fed governor ever to be subject to a firing attempt. | |
The latest Fed meeting is extraordinary, not just because central | |
bankers are finally pivoting their strategy on interest rates, but also | |
because of the latest developments implicating the Fed’s powerful | |
board — all while the Trump administration continues to pile pressure | |
on the politically independent central bank. | |
The key reason why the Fed is finally cutting | |
Mounting signs of labor market weakness are a key reason why the Fed is | |
lowering borrowing costs for the first time in nine months, coupled | |
with Fed officials’ growing belief that tariff inflation may be short | |
lived. | |
Job growth during the summer : Employers added an average of about | |
29,000 jobs in the three months ending in August, according to Labor | |
Department data, slightly higher than July’s average, which was the | |
weakest three-month pace since 2010, outside of the pandemic. | |
There are now than there are job openings; new applications for jobless | |
benefits in the week ending September 6 rose to the highest level in | |
nearly four years; and in August, the number of people unemployed for | |
more than 26 weeks reached its highest level since November 2021. | |
A preliminary benchmark revision to employment data for the year ending | |
in March, , showed that the US labor market was on even shakier ground | |
than previously thought heading into the summer. | |
Fed Chair Jerome Powell laid the groundwork for this week’s rate cut | |
, stating that “downside risks to employment are rising.” Other Fed | |
officials have echoed those concerns in recent weeks, though they were | |
first raised prominently by Fed governors Christopher Waller and | |
Michelle Bowman, both Trump appointees, who backed a rate cut in July. | |
Fed officials’ latest economic projections, to be released on | |
Wednesday, will show how aggressively the central bank might lower | |
rates in the coming months with the labor market in a precarious state. | |
Fed officials on tariff inflation | |
Inflation has crept up in recent months — mostly due to Trump’s | |
sweeping policies, including his tariffs — but Fed officials have | |
warmed up to the idea that any uptick in inflation may be temporary. | |
The Consumer Price Index rose 2.9% in August from a year earlier, the | |
Labor Department reported last week, in line with economists’ | |
expectations. For months, consumer inflation readings have mostly come | |
in as expected, despite the chaotic rollout of Trump’s tariffs. | |
San Francisco Fed President Mary Daly that “tariff-related price | |
increases will be a one-off.” St. Louis Fed President Alberto Musalem | |
said in a speech earlier this month that he expects “the effects of | |
tariffs will work through the economy over the next two to three | |
quarters and the impact on inflation will fade after that.” | |
With a weakening labor market and persistent economic jitters, | |
businesses now have less flexibility to raise prices compared to the | |
years after the pandemic, when labor demand was red-hot and | |
Americans’ coffers were flush with pandemic-era stimulus payments and | |
beefed-up savings. | |
“Inflation has increased since the first quarter, but these numbers | |
include the effects of import tariff increases, which, with inflation | |
expectations anchored, I continue to expect will only temporarily raise | |
inflation,” Waller said during an August 28 speech in Miami. | |
“Most forecasts are for 12-month inflation to continue to slowly | |
increase for a couple more months, with monthly tariff effects | |
dissipating by early 2026,” he added. | |
Trump’s unprecedented pressure campaign against the Fed | |
As Fed officials try to make sense of a complicated economic puzzle, | |
the Trump administration continues to pressure the historically | |
independent Fed. | |
Since the beginning of his second term, Trump has repeatedly and | |
publicly lashed out at Powell and the Fed because officials haven’t | |
lowered rates this year. Fed policymakers have held off on rate cuts | |
until this week because they’ve wanted to see how Trump’s policies | |
— and its impacts — play out first. | |
Trump threatened earlier this year to fire Powell, but eventually | |
backed off after his advisers warned him that doing so could spark | |
extreme volatility in financial markets, CNN previously reported. | |
In July, the Trump administration seized on the Fed’s ongoing $2.5 | |
billion renovation of its headquarters in Washington, DC, as an opening | |
to fire Powell, claiming it was mismanaged. At one point, Trump and | |
Powell over the total cost of the project. | |
Now, Trump is trying to oust Cook, citing allegations of mortgage | |
fraud, which the Justice Department . The courts are keeping Cook in | |
her job while her lawsuit challenging Trump’s attempt to oust her | |
moves forward in litigation. New documents reported by the Associated | |
Press show that Cook’s Atlanta condo, which the administration | |
alleges is one of two properties she designated as a primary residence, | |
. Cook has denied any wrongdoing. | |
While Cook’s position remains in limbo, newly confirmed Fed governor | |
Miran has elicited concerns from Democrats over his close ties with the | |
president. For his part, Miran has said he will abide by ethics rules | |
and federal law, and form independent opinions about the economy. | |
“I’m very independently minded, as shown by my willingness to stray | |
from consensus and have out-of-consensus views, and I believe that I | |
will continue to be as independent in my thinking process, if | |
confirmed,” Miran said during his confirmation hearing. | |
Trump has said he wants a majority of Republicans on the Fed’s Board | |
of Governors, and Miran’s confirmation process was swiftly shepherded | |
through, taking only about a month from when he was nominated to when | |
he got sworn in. The process typically takes a couple of months. | |
Trump’s insistence on lower rates likely sped up that timeline in | |
order to get Miran on the Fed’s board in time for the September | |
meeting. Fed watchers already overwhelmingly expect the Fed to announce | |
at least a quarter-point cut at the conclusion of the meeting, with or | |
without Miran. | |
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