美联储首次回应特朗普解雇理事库克，特朗普：已有人选接替

Core Viewpoint - The independence of the Federal Reserve is facing unprecedented challenges due to President Trump's dismissal of Fed Governor Lisa Cook, which has raised concerns about political interference in monetary policy [1][10][14]. Group 1: Federal Reserve's Response - The Federal Reserve stated that the long-term fixed terms of its governors and the protection against dismissal are crucial for ensuring that monetary policy decisions are based on data and the long-term interests of the American people [3][4]. - The Fed will comply with any court rulings regarding Cook's dismissal [4]. Group 2: Political Implications - Trump's actions are seen as part of a systematic intervention in the Federal Reserve, with previous appointments of loyalists and public criticisms of Fed Chair Jerome Powell's policies [6][7]. - Historically, no Fed governor has been dismissed by a president, and Trump's ability to remove Cook remains uncertain due to legal restrictions requiring substantial evidence of misconduct [8][9]. Group 3: Market Reactions - Following Trump's threats, the U.S. dollar index, U.S. Treasury yields, and S&P 500 futures experienced limited declines [10]. - Analysts suggest that if the Fed's decision-making is increasingly influenced by Trump's policies, it could lead to accelerated rate cuts, benefiting equities and global risk assets while causing fluctuations in commodity prices [10]. Group 4: Future Considerations - If Trump successfully removes Cook, he would gain a majority on the Fed's Board, potentially undermining the Fed's independence and affecting its ability to control inflation [14][15]. - The political cycle may increasingly influence the Fed's policy objectives, shifting from a dual mandate of price stability and employment growth to potentially incorporating political considerations [15].