突发！美联储，重大变数！

Core Viewpoint - The potential extension of Jerome Powell's term as Federal Reserve Chairman could stabilize market expectations amid ongoing legal investigations and political pressures [2][3][4]. Group 1: Powell's Position and Legal Context - Powell's attorney has indicated that he may remain on the Federal Reserve Board until January 2028 if the criminal investigation against him continues [2][3]. - The investigation stems from a hearing regarding a $2.5 billion budget overrun for the Federal Reserve's Washington headquarters, which has raised questions about potential fraud and false statements to Congress [5][6]. - A federal judge recently dismissed a subpoena against Powell, citing a lack of evidence and suggesting that the subpoenas were issued to pressure him into supporting interest rate cuts or resigning [7]. Group 2: Political Implications - The confirmation process for Kevin Warsh, Trump's nominee for the next Federal Reserve Chairman, may face delays due to the ongoing investigation into Powell [2][7]. - Key Republican Senator Thom Tillis has vowed to block Warsh's nomination until the investigation is resolved, indicating a significant political hurdle [2][7]. - The White House is reportedly working closely with Congress to expedite Warsh's confirmation to restore confidence in the Federal Reserve [8]. Group 3: Market Reactions and Expectations - Analysts suggest that Powell's potential continued presence could help stabilize market expectations, especially during a critical period leading up to midterm elections [3][4]. - The upcoming "Super Central Bank Week" is expected to bring significant announcements from various central banks, with the market anticipating that the Federal Reserve will maintain current interest rates [2].