提前离职！刚刚，美联储突发！特朗普立马“嗨了”

Core Points - The sudden resignation of Federal Reserve Governor Adriana Kugler allows President Trump to appoint a new policymaker aligned with his views on interest rates sooner than expected [3][4] - Kugler expressed her honor in serving on the Federal Reserve Board during a critical time for achieving the dual mandate of lowering prices while maintaining a strong labor market [3] - The resignation is effective August 8, and Kugler will return to Georgetown University as a professor [5] Federal Reserve Context - Kugler's term was originally set to end in January 2026, and her departure marks a significant change in the Federal Reserve's composition [3][4] - Trump and his allies have been pressuring the Federal Reserve to lower interest rates, which has not occurred so far this year [3][9] - Following Kugler's resignation announcement, there was a notable increase in market bets on interest rate cuts, with traders fully pricing in two 25 basis point cuts this year [7] Market Reaction - The news of Kugler's resignation contributed to a rise in U.S. Treasury yields, particularly affecting the two-year note, which saw its largest drop since December 2023 [5] - The U.S. dollar index fell by over 1.38% on August 1, reflecting market sentiment regarding potential interest rate cuts [7][8] Political Implications - Trump expressed satisfaction with Kugler's resignation and suggested that Fed Chair Jerome Powell should also resign, indicating a desire for a shift in the Federal Reserve's leadership [11][12] - The pressure from Trump intensified after the Federal Reserve decided to maintain interest rates during a recent meeting, with no clear indication of a potential cut in the September meeting [9][12]