鲍威尔收传票 美元指数应声下跌

Core Viewpoint - The investigation into Federal Reserve Chairman Jerome Powell by the U.S. Department of Justice marks an unprecedented escalation in the conflict between President Trump and the Federal Reserve, potentially impacting financial markets and borrowing costs in the long term [2]. Group 1: Investigation Details - The U.S. Department of Justice has issued a subpoena to Powell, leading to a criminal investigation related to his testimony regarding the Federal Reserve's office renovation project in Congress in the summer of 2025 [2]. - The investigation is reportedly driven by Bill Pulte, the Director of the Federal Housing Finance Agency, although some officials claim it is primarily led by the Justice Department [3]. Group 2: Market Reactions - Following the news, the U.S. dollar index fell to 98.82, a decline of over 0.3%, marking the deepest annual drop since 2017 [2]. - U.S. stock index futures also declined, with Nasdaq futures dropping over 0.9% and the S&P 500 index down over 0.6% on the same day [2]. - In contrast, the Asia-Pacific financial markets showed strong performance, and spot gold reached a historical high of $4601.38 per ounce [2]. Group 3: Analyst Insights - Analysts from Evercore International Strategic and Investment Group predict a sell-off in the U.S. dollar, U.S. Treasuries, and U.S. stocks, drawing parallels to the peak of tariff impacts in April of the previous year [2].