特朗普政府升级对美联储“战争”，华尔街重新掀起“抛售美国”交易？

Core Viewpoint - The recent attacks on the Federal Reserve by the Trump administration have reignited concerns about the central bank's independence, leading to a renewed "Sell America" trend in the market [1][3]. Group 1: Market Reactions - The Bloomberg Dollar Index fell by 0.2%, marking its largest single-day decline since December 24 [2]. - The S&P 500 index experienced an intraday drop of 0.5% before recovering [2]. - The 10-year U.S. Treasury yield rose by 1.19 basis points to 4.17%, while the 30-year yield increased by 1.62 basis points to 4.828% [2]. Group 2: Investment Sentiment - Allspring Global Investments noted that any developments questioning the Fed's independence would increase uncertainty in U.S. monetary policy, potentially leading to a stronger trend of reducing dollar holdings and increasing interest in traditional safe-haven assets like gold [1]. - Morgan Asset Management highlighted that expectations for more aggressive rate cuts could steepen the U.S. Treasury yield curve, putting more pressure on the dollar and U.S. Treasuries [3]. - Invesco's David Chao remarked that the subpoena incident is another example of declining attractiveness of U.S. assets, indicating a more predatory stance from the U.S. [5]. Group 3: Long-term Implications - Analysts express extreme uncertainty regarding the future of the Federal Reserve's operations, suggesting it is moving away from the familiar framework of the past decades [6]. - Concerns about the Fed's independence could have long-lasting effects on the U.S. economy, as noted by Jens Suedekum, who stated that Trump's attacks are undermining confidence in the Fed [6].