特朗普VS鲍威尔引爆全球担忧！“抛售美国”情绪再次席卷市场

Group 1 - The market sentiment of "selling America" is spreading due to escalating attacks from the Trump administration on the Federal Reserve, raising concerns about the Fed's independence [1][2] - The Bloomberg Dollar Index fell by 0.3%, marking its largest decline since December 23 of the previous year, while S&P 500 futures dropped by 0.7% [1] - The 10-year U.S. Treasury yield rose by 3 basis points to 4.20%, potentially reaching its highest closing price since September of the previous year [1] Group 2 - Strategists warn that if tensions continue to escalate, the sell-off may intensify, with Morgan Stanley highlighting the risk of a steepening U.S. Treasury yield curve [2] - UBS's chief strategist noted that now is not the time for markets to worry about the Fed's independence, as inflation in the U.S. may rise in the coming months [2] - The debate centers on the extent to which the President can influence national interest rate policy, which has traditionally been insulated from political interference [2] Group 3 - The news of the Fed receiving a subpoena may further diminish the attractiveness of U.S. assets, as noted by a strategist from Invesco [3] - Concerns about the Fed's independence could lead macro traders to increase short positions on the dollar [3] - The pressure to "sell America" is unlikely to dissipate as trading unfolds into 2026 [4] Group 4 - Some analysts maintain a cautious outlook, suggesting that any pullback could present a buying opportunity due to the dollar's strong reserve currency status and the liquidity of U.S. Treasuries [4] - The investigation facing Powell appears more like a smokescreen than a real threat, but its long-term implications could be significant [4]