美联储理事辞职、劳工统计局局长被开掉，这对市场意味着什么？

Core Viewpoint - The recent dismissal of the Labor Statistics Bureau director and the resignation of a Federal Reserve governor have raised significant concerns regarding the independence of the Federal Reserve and the credibility of U.S. economic data [1][2]. Group 1: Labor Statistics Bureau Changes - President Trump dismissed Labor Statistics Bureau director Erika McEntarfer shortly after the release of the non-farm payroll report, alleging that employment data was "manipulated" to make him and the Republican Party look bad [1][2]. - The Labor Department confirmed McEntarfer's dismissal, with Deputy Director William Wiatrowski appointed as acting director [2]. - Analysts expressed that the dismissal is a severe blow to the integrity of the U.S. statistical system, which is crucial for global asset pricing [2][3]. Group 2: Federal Reserve Independence - The resignation of Federal Reserve governor Adriana Kugler paves the way for Trump to appoint a successor, potentially accelerating the selection process for the next Federal Reserve chair [4][5]. - Trump's comments suggest a desire to reshape the Federal Open Market Committee (FOMC) according to his preferences, raising concerns about the political influence on monetary policy [5]. Group 3: Market Reactions and Concerns - Investment firms have expressed widespread concern that if the Labor Statistics Bureau is led by a politically aligned director, the reliability of economic data may be compromised, leading to a lack of trust from Wall Street [6]. - Analysts warn that if the accuracy of economic data is undermined, it could place both the market and the Federal Reserve in a precarious position, potentially affecting the strength of the U.S. dollar [6].