Trump Criticizes Powell, Calls for Rate Cuts Amid Tariff Concerns and Market Volatility

nbcnews.com/business/economy/trump-taunts-jerome-powell-waiting-long-cut-rates-rcna202123

Revised Article

Former President Donald Trump renewed his criticism of Federal Reserve Chair Jerome Powell on Monday, calling for immediate interest rate cuts to counter a potentially slowing U.S. economy. Via a post on Truth Social, Trump referred to Powell as "Mr. Too Late" and suggested, contrary to available data, that the economy was experiencing "virtually No Inflation," thus warranting preemptive rate reductions.

Trump's remarks included the unsubstantiated claim that Powell had previously lowered rates during an election period to benefit Joe Biden. Historical records show the significant rate cuts occurred in early 2020 as a response to the COVID-19 pandemic's economic shock, while Trump was president. The Federal Reserve aims for political independence, making decisions based on its dual mandate of maximum employment and price stability (targeting 2% inflation).

These criticisms coincide with increased market volatility and concerns about the economic impact of tariffs recently implemented by the Trump administration. Financial markets reacted negatively following Trump's post, with major indices like the S&P 500 and Dow Jones Industrial Average declining, and investors moving towards safer assets like bonds, indicated by lower yields. Economic adviser Kevin Hassett confirmed last week that the administration was examining options regarding Powell's tenure, despite the legal complexities and lack of precedent for removing a Fed Chair over policy disagreements. The Federal Reserve Act permits removal only "for cause," typically meaning misconduct.

While the rate of inflation has moderated from its pandemic peak, key measures watched by the Fed, such as core PCE inflation, remained above the 2% target in early 2025, with some data suggesting potential persistence or reacceleration. Many economic analysts forecast slower growth and increased recession risks partly due to the new tariffs. Despite Trump's pressure, Treasury Secretary Scott Bessent indicated last week that the administration would begin interviewing candidates for Powell's successor in the fall, ahead of Powell's term ending in May 2026, suggesting a more conventional transition timeline might also be considered.

Missing Context & Misinformation 6

  • The Federal Reserve operates under a dual mandate from Congress: to promote maximum employment and stable prices (typically interpreted as around 2% inflation). Its independence from short-term political pressure is considered crucial for achieving these long-term economic goals.
  • Removing a Federal Reserve Chair before their term expires is legally complex and unprecedented. The Federal Reserve Act allows removal only "for cause," generally interpreted as misconduct or incapacity, not policy disagreements. Any attempt to remove Powell would likely face legal challenges and significant market backlash.
  • Jerome Powell was initially nominated as Fed Chair by Donald Trump in 2017 and began his term in February 2018. He was later re-nominated for a second term by President Joe Biden in 2022, with his current term as Chair ending in May 2026.
  • While overall inflation has decreased from its peak during the pandemic (around 9%), the Federal Reserve's preferred measure, the core Personal Consumption Expenditures (PCE) price index, remained above the 2% target as of early 2025. Some recent data indicated inflation might be proving persistent or even slightly reaccelerating, complicating decisions about rate cuts.
  • Interest rate cuts by the Federal Reserve typically aim to stimulate economic activity by making borrowing cheaper, but they can also fuel inflation if the economy is already strong or facing supply constraints. Conversely, raising rates aims to curb inflation but can slow economic growth.
  • Trump's accusation that Powell lowered rates during the "Election period" to help Joe Biden is misleading. The significant rate cuts occurred in March 2020, early in the COVID-19 pandemic under Trump's presidency, as an emergency measure to support the economy. The Fed aims to make decisions based on economic data, not political calendars, though it often avoids major shifts immediately before elections to minimize perceptions of political influence.
  • Economic forecasts in early 2025 varied, but many analysts projected slower US GDP growth, partly due to the economic drag and uncertainty created by newly implemented tariffs. Some forecasts indicated a heightened risk of recession, though this was not a universal consensus.
  • Scott Bessent was confirmed as Treasury Secretary by the Senate on January 27, 2025. Kevin Hassett served as Chairman of the Council of Economic Advisers during Trump's first term and was identified as a potential liaison or adviser regarding the Fed in the current administration context.

Disinformation & Lies 3

  • Correction: The claim of "virtually No Inflation" is inaccurate; while down from pandemic highs, inflation metrics tracked by the Fed remained above the 2% target in early 2025.
  • Correction: The Federal Reserve cut interest rates significantly in March 2020 in response to the COVID-19 pandemic crisis, not specifically during the later election period to aid Biden's campaign.

Bias 4

The article presents former President Trump's criticisms of Fed Chair Powell and calls for interest rate cuts alongside potential economic consequences (inflation, recession risks) and market reactions. 1. **Unfair/Unwarranted Bias:** * The use of terms like "lobbed a fresh series of insults" and characterizations such as "major loser" attributed to Trump, while quoting him directly, frame his comments negatively from the outset. While the criticism itself is reported, the framing might lean towards portraying Trump's actions as primarily driven by personal animosity or political calculation rather than solely economic reasoning, however unconventional. * The article states Trump claimed "without evidence" that preemptive cuts were widely called for. While evidence for this specific claim isn't provided *in the article*, the bias lies in presenting this as a definitive lack of evidence rather than potentially omitting Trump's (possibly disputed) justification. This element could be seen as slightly unfair as it preemptively dismisses Trump's claim without exploring if *any* analysts supported such cuts, even if they weren't the majority view. * **Verdict:** This framing bias is partially warranted given Trump's history of personal attacks on Powell, but the "without evidence" phrasing is slightly unfair. It serves a *limited* purpose in signaling the controversial nature of the claim but could be more neutral. Retention with more neutral phrasing might be better. 2. **Useful/Helpful Bias:** * The article highlights the unprecedented nature of potentially firing a Fed Chair and the risks to the Fed's historical independence and inflation control. This perspective, while technically biased towards maintaining established norms and economic orthodoxy (Fed independence, inflation targeting), is useful for readers. It helps them understand the potential real-world implications (market instability, loss of inflation control) that a purely neutral reporting might understate. * It contrasts Trump's claim of "virtually No Inflation" with the fact that the Fed's preferred measure remains above target. This factual counterpoint provides valuable context and serves a useful purpose in correcting a potentially misleading statement by a prominent figure. * **Verdict:** This bias towards established economic principles and highlighting risks is warranted by the potential consequences of the actions discussed. It serves a valuable purpose for readers by explaining the stakes involved. It should be retained.