Core Viewpoint - The article discusses the political tensions surrounding Federal Reserve Chairman Jerome Powell, particularly the threat of a criminal investigation by the Trump administration, which has raised concerns about the independence of the Federal Reserve and its ability to set monetary policy based on economic conditions rather than political pressure [5][6][8]. Group 1: Political Reactions - Several former Federal Reserve chairs and Treasury secretaries have publicly supported Powell, condemning the investigation as an unprecedented attack on the independence of the Fed, which could have severe negative impacts on the economy [6][7]. - Republican Senator Thom Tillis criticized the Trump administration's actions, suggesting they undermine the credibility of both the Justice Department and the Federal Reserve, and he plans to oppose any Fed nominations until the investigation is resolved [7][8]. - Democratic leaders have accused the Trump administration of using the Justice Department to influence the Fed for political gain ahead of the midterm elections, potentially jeopardizing the economic stability [8]. Group 2: Market Implications - The investigation could lead to increased inflation expectations, which may drive interest rates higher, negatively impacting U.S. stock valuations, particularly in sectors sensitive to discount rate changes [10]. - The U.S. dollar may face downward pressure as confidence in the U.S. economic policy framework weakens, potentially benefiting alternative assets like gold and cryptocurrencies as investors seek hedges against political interference [10][11]. - Market predictions indicated a nearly 70% chance that Powell might leave the Federal Open Market Committee before his term ends in May, but if he withstands the investigation, he may remain on the Board of Governors [10].
前美联储主席集体力挺鲍威尔!共和党参议员扬言阻挠美联储提名,美元或成牺牲品
第一财经·2026-01-13 00:41