从威胁起诉到名单曝光 特朗普对美联储“双线施压”

Core Viewpoint - President Trump is considering legal action against Federal Reserve Chairman Jerome Powell over the rising renovation costs of the Fed's headquarters, which have escalated from $1.9 billion to approximately $2.5 billion, indicating a strategy to pressure Powell to resign before his term ends in 2026 [1][4][9]. Group 1: Legal Action and Implications - Trump's potential lawsuit against Powell is seen as a rare and direct pressure tactic, as historically, presidents have had contentious but less confrontational relationships with Fed chairs [1][4]. - The lawsuit is perceived as part of a broader strategy to create public pressure and find justification for Powell's removal, as the president cannot directly dismiss him due to term protections [4][7]. - Legal challenges to the lawsuit include sovereign immunity, lack of standing, and the political question doctrine, which may hinder Trump's ability to proceed with the case [7][9]. Group 2: Candidate List for New Fed Chair - Following Trump's announcement of a potential lawsuit, a new list of candidates to succeed Powell has emerged, expanding from four to eleven candidates, with eight identified as core contenders [12][13]. - Key candidates include Michelle Bowman, Kevin Hassett, Kevin Walsh, Christopher Waller, James Bullard, Philip Jefferson, Loree K. Logan, and Kevin Summerlin, with Waller being a prominent choice due to his pragmatic policies aligning with Trump's economic views [14][16]. - The candidate list reflects a mix of political loyalty and policy alignment, indicating Trump's intent to appoint someone who can support his economic and monetary policy goals [17]. Group 3: Strategic Messaging - The candidate list signals a dual approach of maintaining some continuity while also preparing for significant policy shifts, balancing market reassurance with potential future changes [17]. - Trump's actions represent a coordinated effort to undermine Powell's legitimacy while simultaneously shaping market expectations regarding future monetary policy [18].