华尔街热议“特朗普开除库克”：美联储独立性危！利空美元，利好黄金、比特币

Core Viewpoint - The dismissal of Lisa Cook by President Trump has heightened expectations for interest rate cuts and reignited concerns about the independence of the Federal Reserve, leading investors to shift their focus towards traditional safe-haven assets like gold, yen, and cryptocurrencies [1][5][6]. Group 1: Impact on the Federal Reserve - Trump's action raises questions about the independence of the Federal Reserve, potentially undermining its ability to maintain an unbiased monetary policy [6][7]. - Analysts express concern that Trump's intention is to install his own appointees within the Federal Reserve, which could further erode trust in the institution [7][8]. - The market is reacting to the potential for a more dovish Federal Open Market Committee (FOMC) as a result of this dismissal, which could lead to a weaker dollar [8][9]. Group 2: Market Reactions - Following the news, the dollar weakened across the board, and there was a notable increase in demand for safe-haven assets such as gold and Bitcoin [5][9]. - Analysts predict that the market has not fully priced in all potential risks associated with this political maneuvering, indicating a high level of uncertainty moving forward [10]. - The initial market response was relatively muted, possibly due to the timing of the announcement and uncertainty regarding Trump's ability to successfully replace Cook [10].