鲍威尔遭查引众怒，“抛售美国”交易抬头

Core Viewpoint - The criminal investigation into Federal Reserve Chairman Jerome Powell by the Trump administration has raised concerns on Wall Street, leading to strong protests from former officials and investors regarding the independence of the Federal Reserve [1][2]. Group 1: Federal Reserve Independence - Former officials, including Alan Greenspan, Ben Bernanke, and Janet Yellen, have defended Powell and the Federal Reserve's ability to set monetary policy free from political influence, labeling the investigation as an unprecedented attempt to undermine this independence [2]. - The investigation is perceived as an effort to coerce the Federal Reserve into aligning with government preferences, which could negatively impact inflation and the broader economy [2]. Group 2: Market Reactions - Following the announcement of Powell's criminal investigation, there was a significant "Sell America" trend, with the dollar declining and gold prices surging to historical highs [3][4]. - The Dow Jones Industrial Average dropped nearly 500 points, and the dollar index fell by 0.2%, while gold and silver prices reached record levels during the trading session [5]. Group 3: Investor Sentiment - Investors are demanding higher risk premiums for U.S. assets due to the political pressures surrounding the Federal Reserve, leading to a shift towards safe-haven assets like gold [5]. - The Chicago Board Options Exchange Volatility Index, known as the "fear index," increased during the trading session, indicating market uncertainty regarding the long-term implications of the investigation [7]. Group 4: White House Response - The White House has denied that President Trump ordered the investigation into Powell, asserting that the President has the right to criticize the Federal Reserve Chairman [9]. - Concerns have been raised about the future independence of the Federal Reserve, especially with Trump's comments regarding the qualifications of potential successors to Powell [9].