特朗普解雇劳工统计局局长引发美国“数据政治化”风险，市场已开始定价

Group 1 - The dismissal of the Bureau of Labor Statistics (BLS) director by President Trump raises concerns about the credibility of economic data, which is crucial for monetary and fiscal policy formulation [1][3] - Economists warn that the trust in economic data is easily damaged and difficult to restore, which could lead to adverse effects on the economy [3][5] - The political appointment of key statistical positions in the U.S. creates a risk of data politicization, undermining the integrity of economic statistics [3][4] Group 2 - Market participants express concerns that the trust in U.S. economic data is vital for the attractiveness of dollar assets to foreign investors, and Trump's actions may further weaken this trust [7][8] - Following the news of the BLS director's dismissal, there was a notable increase in safe-haven assets like gold, indicating market anxiety regarding the long-term outlook for dollar assets [7][8] - The bond market is reflecting fears about Trump's economic policies, with long-term U.S. Treasury yields showing a higher risk premium, suggesting expectations of rising inflation [8][9]