金十整理：“鲍威尔辞职”传言何来？大楼翻修纷争再起后，“辞职报道”来得莫名其妙……

Core Viewpoint - The rumors surrounding Powell's potential resignation stem from internal conflicts within the Trump administration regarding the Federal Reserve's independence and management issues related to the renovation of the Fed's headquarters [1][2]. Group 1: Allegations and Responses - Russell Vought, the budget chief under the Trump administration, accused Powell of either lying to Congress or mismanaging the renovation project [1]. - President Trump stated he does not plan to replace Powell but criticized his performance, claiming it has cost the country significantly [1]. - The Federal Reserve responded to the allegations, explaining that the increased renovation costs were due to unforeseen construction conditions, such as unexpected asbestos and toxic contamination [5]. Group 2: Market Reactions and Implications - Analyst Adam Button noted the oddity of the reports about Powell's resignation, indicating that the market seemed unaffected by the rumors [4]. - The Fed's spokesperson dismissed the resignation reports, emphasizing Powell's firm stance on his position [6]. - A scholar from the University of Pennsylvania warned that the current developments could create legal grounds for Powell's removal, which could lead to significant instability in the global economy [10]. Group 3: Future Outlook - The Fed is not expected to lower interest rates in the upcoming meeting, although Powell hinted at potential rate cuts later this year if inflation improves or the labor market weakens [8]. - White House Deputy Chief of Staff James Blair expressed that if Powell is found to have lied to Congress, it would raise serious concerns among the Fed Board, the American public, and the Senate [9].