特朗普罢免美联储理事有何影响？分析师的答案令人不安

Core Viewpoint - The unprecedented action taken by President Trump to dismiss Lisa Cook from the Federal Reserve Board raises concerns about the independence of the Fed and could lead to a more dovish composition in future appointments, potentially increasing expectations for interest rate cuts [1][2][3][4]. Group 1: Market Reactions - Market reactions have been relatively muted, possibly due to uncertainty over whether Trump can successfully remove Cook, but there are indications of a potential steepening yield curve and a weaker dollar [2]. - The dismissal of Cook has led to increased speculation about earlier interest rate cuts, reflecting a broader concern regarding the Fed's independence and rising institutional risks in the U.S. [3][4]. Group 2: Analysts' Perspectives - Analysts express that Trump's actions may undermine the Fed's credibility and independence, which could negatively impact the dollar and lead to a shift towards more dovish Fed members [2][3][4]. - Concerns about the U.S. losing its status as a reliable investment destination are highlighted, with implications for the dollar's strength and overall market stability [3][4].