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][2][3] - Economists warn that the political appointment of key statistical positions in the U.S. undermines the integrity of economic data, leading to potential long-term consequences similar to those seen in Greece and Turkey [2][4][5] - The market is increasingly worried about the implications for U.S. dollar assets, as the trust in government data is essential for attracting foreign investment [6][7] Group 2 - The political nature of the BLS director's appointment could lead to a perception of manipulated data, which would further erode investor confidence in U.S. economic statistics [3][6] - The bond market is reflecting heightened concerns about Trump's economic policies, with long-term Treasury yields showing an increased risk premium, indicating expectations of rising inflation [7] - The recent changes in economic data reporting and the potential for politicization are seen as structural risks to the U.S. securities market, particularly affecting Treasury securities [7]
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
Di Yi Cai Jing·2025-08-06 15:50