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黑天鹅!美联储突发!特朗普,终于动手了!
中国基金报·2025-08-20 15:19

Core Viewpoint - Trump is considering the dismissal of a Federal Reserve official, Lisa Cook, due to allegations of mortgage fraud, marking a significant escalation in the White House's attacks on the Federal Reserve [3][10]. Group 1: Allegations Against Lisa Cook - Trump is contemplating firing Lisa Cook, a Federal Reserve governor appointed by Biden, following accusations from FHFA Director Bill Pulte regarding fraudulent information in two mortgage applications [3][4]. - Pulte claims that Cook submitted applications for two properties as her "primary residence," despite owning both within a short time frame, which raises questions about compliance with loan requirements [4][6]. - The allegations include that Cook may have obtained loans under fraudulent conditions, potentially securing better rates [4][5]. Group 2: Impact on Financial Markets - The news of Trump's demand for Cook's resignation has led to a weakening of the dollar, a narrowing of U.S. Treasury yields, and an increase in gold prices [6]. - The ongoing scrutiny of the Federal Reserve is occurring amid broader concerns about interest rate decisions, particularly as investors anticipate potential rate cuts in upcoming meetings [12]. Group 3: Broader Context of White House Attacks - The incident represents a continuation of the White House's aggressive stance against the Federal Reserve, with Pulte emerging as a vocal critic of Fed Chair Jerome Powell [10][12]. - Recent months have seen Trump-appointed Fed governors advocating for rate cuts, countering the Fed's current stance on interest rates [12].