华尔街热议：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 undermine trust in the U.S. dollar as a global reserve currency [2][4][5]. Group 1: Impact on Federal Reserve Independence - Trump's action has reignited doubts about the Federal Reserve's independence, with analysts suggesting it undermines the institution's ability to maintain unbiased monetary policy [5]. - Concerns are growing that Trump aims to install his own appointees at the Federal Reserve, further eroding institutional trust [5][6]. Group 2: Market Reactions - Following the news, the U.S. dollar weakened across the board, and short-term Treasury yields fell, while safe-haven assets like gold and Bitcoin gained popularity [2][6]. - Analysts predict that the market may see more dovish members in the Federal Open Market Committee (FOMC), increasing expectations for rate cuts and further weakening the dollar [7]. Group 3: Asset Demand Shifts - The demand for traditional safe-haven assets such as gold and the Japanese yen is rising, as investors hedge against the long-term implications of the Federal Reserve's compromised independence [7][8]. - The market's initial reaction was relatively muted, but analysts believe that potential risks have not been fully priced in, indicating high uncertainty ahead [8].