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 Federal Reserve Governor Lisa Cook by President Trump raises concerns about the independence of the Federal Reserve and could lead to a shift towards more dovish monetary policy, impacting the U.S. dollar and increasing demand for safe-haven assets like gold and Bitcoin [1][3][4]. Group 1: Impact on the U.S. Dollar - Following the news of Cook's dismissal, the U.S. dollar weakened across the board, and short-term Treasury yields fell, while safe-haven assets such as gold and Bitcoin saw increased demand [3][6]. - Analysts suggest that Trump's actions may undermine trust in the U.S. dollar as a global reserve currency, leading investors to reassess risks associated with the U.S. market [3][4]. Group 2: Federal Reserve Independence Concerns - Trump's move has reignited doubts about the independence of the Federal Reserve, with analysts expressing concerns that this could compromise the Fed's ability to maintain an unbiased monetary policy [5][6]. - The potential for Trump to appoint more dovish members to the Federal Open Market Committee (FOMC) raises expectations for further interest rate cuts, which could further weaken the dollar [6][7]. Group 3: Market Reactions and Future Outlook - Market reactions have been relatively muted, with some analysts indicating that the full extent of potential risks has not yet been priced in, suggesting high uncertainty moving forward [9][10]. - There is an increased expectation for rate cuts in September and throughout the year, but concerns remain about Trump's potential influence over other Federal Reserve officials [11].