华尔街热议“特朗普开除库克”：美联储独立性危！利空美元，利好黄金、比特币

Core Viewpoint - President Trump's dismissal of Federal Reserve Governor Lisa Cook raises concerns about the independence of the Federal Reserve and may lead to a more dovish monetary policy, impacting the US dollar and increasing interest in safe-haven assets like gold and Bitcoin [1][2][3]. Group 1: Federal Reserve Independence Concerns - Trump's actions have reignited doubts about the Federal Reserve's independence, with analysts suggesting that this undermines the institution's ability to maintain unbiased monetary policy [2][3]. - The potential for Trump to appoint more dovish members to the Federal Open Market Committee (FOMC) is seen as a direct threat to the integrity of the Federal Reserve [2][4]. Group 2: Market Reactions - Following the news, the US dollar weakened across the board, and short-term Treasury yields fell, while demand for gold and Bitcoin surged as investors sought safe-haven assets [1][3]. - Analysts predict that the market may not have fully priced in the potential risks associated with Trump's influence over the Federal Reserve, indicating a high level of uncertainty moving forward [4][5]. Group 3: Future Implications - The market has increased expectations for further interest rate cuts in September and throughout the year, but there are warnings that the potential for Trump to target other Federal Reserve officials has not been fully accounted for [5].