耶伦：中国真该谢谢特朗普，美国这下搞不好要成“香蕉共和国”了

Core Viewpoint - Janet Yellen's statement likening the U.S. to a "banana republic" highlights concerns over the erosion of the Federal Reserve's independence and the potential consequences for the U.S. economy [5][11][39] Group 1: Economic Policy and Federal Reserve Independence - Yellen's use of the term "banana republic" reflects a serious warning about the state of U.S. economic governance and creditworthiness [5][9] - The independence of the Federal Reserve, which is crucial for maintaining the credibility of the U.S. dollar, is perceived to be under threat due to political pressures from former President Trump [9][11] - Trump's calls for immediate interest rate cuts and threats to dismiss Federal Reserve officials represent a significant departure from traditional norms of central bank independence [9][11] Group 2: Trade Policies and Economic Impact - Trump's imposition of tariffs, including a 10% basic tariff on nearly all imports and a staggering 125% on Chinese goods, has been criticized as reckless and damaging to the U.S. economy [15][17] - The tariffs are estimated to cost American middle-class families nearly $2,000 each, contributing to rising consumer prices and inflation [17][19] - The manufacturing sector's contribution to the U.S. economy has declined from 16.5% in the 1990s to 10.3% currently, indicating a failure to bring manufacturing back to the U.S. despite aggressive trade policies [21] Group 3: Global Economic Standing and Currency Valuation - Since the announcement of new tariffs in April, the U.S. dollar has depreciated by over 4% against a basket of major currencies, signaling market concerns about the dollar's credibility [27] - Central banks worldwide are reducing their dollar reserves, indicating a trend towards "de-dollarization" as a response to U.S. policy unpredictability [29] - The contrasting approaches of the U.S. and China in trade and economic policy are leading to a perception of China as a more stable and predictable economic partner [35][37]