解职库克、加速拆解美联储 特朗普快刀先伤美元资产

Core Viewpoint - The dismissal of Federal Reserve Governor Lisa Cook by President Trump has raised concerns about the independence of the Federal Reserve, leading to a sell-off of dollar assets and a rise in safe-haven assets like gold [1][2][4]. Group 1: Market Reactions - Following Trump's announcement, the dollar index fell by 0.3% to 98.187, with the dollar against the yen down 0.4% to 147.24, and the euro rising 0.3% to 1.165 [2]. - U.S. Treasury yields saw a steepening curve, with the 10-year yield rising to 4.2887% and the 30-year yield increasing by 3.3 basis points to 4.922% [2]. - U.S. stock futures declined, impacting major Asia-Pacific indices, with the MSCI Asia-Pacific index (excluding Japan) down 0.2% and the Nikkei index down 0.97% [3]. Group 2: Implications for Federal Reserve Independence - Analysts express concerns that Trump's actions undermine the Federal Reserve's independence, which is crucial for maintaining unbiased monetary policy [5][6]. - The potential legal battle over Cook's dismissal could challenge the established precedent that protects the independence of Federal Reserve officials [5][6]. - Historical context indicates that no U.S. president has previously attempted to dismiss a Federal Reserve board member, raising the stakes for future monetary policy [1][5]. Group 3: Economic Perspectives - Economists warn that Trump's pressure for rate cuts could lead to higher long-term interest rates due to inflation expectations, countering his intended effects [7]. - The market's perception of the Federal Reserve's credibility is at risk, which could affect the dollar's status as a safe investment [3][5].