美联储独立性受损，特朗普罢免库克后，美元美债齐跌黄金急涨

Group 1 - The unprecedented dismissal of Federal Reserve Governor Lisa Cook by President Trump raises concerns about the independence of the Federal Reserve, which has never seen a president remove a member of its board since its establishment in 1913 [1][4] - The market reacted negatively, with the dollar index falling by 0.3% to 98.187, and the Japanese yen and gold prices rising as investors sought safe-haven assets [1][2] - Analysts suggest that Trump's actions could undermine the credibility of the Federal Reserve, leading to increased expectations for interest rate cuts and a weaker dollar outlook [2][6] Group 2 - The yield curve for U.S. Treasuries has steepened, with the 10-year Treasury yield rising to 4.2887% and the 30-year yield increasing by 3.3 basis points to 4.922%, while the 2-year yield fell to 3.694% [2] - Major stock indices in Asia and Europe experienced declines, with the MSCI Asia-Pacific index (excluding Japan) down by 0.2% and the Nikkei index falling by 1.3% [2] - Market analysts express concerns that Trump's actions could lead to a loss of trust in U.S. assets, which have historically been viewed as safe investments [2][6] Group 3 - Gold prices surged to $3,386.27 per ounce, the highest level since August 11, driven by expectations of continued interest rate cuts and inflation hedging [3] - The political implications of Trump's actions are evident, with bipartisan reactions highlighting the divide in perspectives on the Federal Reserve's independence and its role in economic policy [4][6] - Former Federal Reserve Vice Chairman Alan Blinder emphasized the importance of the Fed's independence for effective monetary policy, warning that Trump's influence could lead to adverse economic outcomes [6]