美联储主席鲍威尔被刑事调查，“贝森特打电话向特朗普抱怨：把事情搞得一团糟”

Core Viewpoint - The criminal investigation launched by the U.S. Department of Justice against Federal Reserve Chairman Jerome Powell has created new divisions within Trump's team, raising concerns about its impact on financial markets and the administration's plans for appointing a new Fed chair [1][2]. Group 1: Investigation Impact - Several officials within the Trump administration are reportedly anxious about the investigation, fearing it could disrupt financial markets and complicate personnel changes related to the Federal Reserve [1][5]. - Following the announcement of the investigation, the U.S. dollar declined, while bond yields and gold prices increased, indicating market reactions to potential political interference with the Fed [1][5]. - Senator Thom Tillis expressed that he would oppose any nominee for the Fed chair until the legal issues surrounding Powell are resolved, highlighting the potential for political gridlock in the Senate [5][6]. Group 2: Powell's Response - Powell issued a strong statement asserting that the investigation is an attempt to pressure the Federal Reserve, emphasizing that monetary policy should be based on public interest rather than political preferences [2][4]. - The investigation is reportedly based on allegations that Powell provided false testimony regarding a $3 billion renovation project for the Fed's building, which was expected to cost only $50 million [6][10]. Group 3: Internal Administration Dynamics - Concerns about the investigation were echoed by Treasury Secretary Steven Mnuchin, who communicated his dissatisfaction to Trump, indicating that the situation has become chaotic [1][4]. - The investigation's initiation appears to have been influenced by Bill Pulte, the head of the Federal Housing Finance Agency, who reportedly advocated for the inquiry during a flight with Trump [7][9]. - Trump's communications regarding the investigation have been cautious, as he attempts to distance himself from the inquiry while still expressing dissatisfaction with Powell's performance [8][9]. Group 4: Future Implications - Some Republican senators are considering a "deal" where Powell would resign in exchange for the withdrawal of the investigation, indicating potential negotiations within the party [10]. - The investigation's outcome could significantly affect the Federal Reserve's leadership and its independence from political pressures, which is crucial for maintaining market stability [2][6].