特朗普解雇美联储理事库克被指"非法" 新华社华盛顿8月26日电 美国总统特朗普25日以涉嫌住房抵押贷款欺诈为由解雇美联储理事莉萨·库克。 这一被媒体称为"史无前例"的做法引发争议，库克回应称特朗普无权解雇她，将继续履职。 特朗普当天在其社交媒体上一封致库克的信中表示，鉴于库克"在金融问题上存在欺骗行为且可能构成 犯罪"，其诚信度令人怀疑。 解雇库克的决定还加剧外界对美联储丧失独立性的担忧。库克2022年被美国前总统拜登提名、经国会批 准出任美联储理事，也是美联储首位非洲裔女性理事。若她最终被解雇，特朗普有权提名继任者重塑美 联储理事会。美联储现任7名理事中，有两人为特朗普提名。 美国布鲁金斯学会高级研究员阿伦·克莱因表示："这是对美联储独立性的致命一击。特朗普的意思是， 美联储应不惜一切代价执行他的意志。" 近期，特朗普因不满美联储不肯配合他降低基准利率，多次猛烈抨击美联储主席鲍威尔，并呼吁他提前 卸任。库克曾表示，特朗普正在推进的贸易政策可能会抑制美国生产力，并可能迫使美联储在一个效率 下降的经济环境中提高利率，以遏制通胀。 库克通过律师阿贝·洛厄尔回应称，特朗普总统将其解雇缺乏法律依据及相关权力。"我将继 ...

Core Viewpoint - The dismissal of Federal Reserve Governor Lisa Cook by President Trump marks a significant escalation in the ongoing conflict between the Trump administration and the Federal Reserve, being the first such dismissal in over a century [1][4]. Group 1: Legal Actions and Implications - Lisa Cook's attorney announced plans to sue Trump over the dismissal, citing that the Federal Reserve Act allows for removal only under "just cause" [2]. - The Federal Reserve emphasized its commitment to fulfilling its legal responsibilities and adhering to any court rulings [2]. - Legal experts suggest that proving Cook's alleged mortgage fraud in court will be a significant challenge for the Trump administration [6]. Group 2: Political Motivations and Future Appointments - Trump indicated he has candidates in mind to replace Cook, aiming to secure a majority on the Federal Reserve Board [3][5]. - The current composition of the Federal Reserve Board includes members appointed by previous administrations, with only two being Trump appointees [4]. - Trump's dissatisfaction with the Federal Reserve's reluctance to lower interest rates has been a driving factor behind the dismissal [4][5]. Group 3: Independence of the Federal Reserve - Experts warn that if Trump's dismissal of Cook is upheld, it could set a precedent for presidential influence over the Federal Reserve, potentially undermining its independence [7][8]. - The independence of the Federal Reserve is crucial for maintaining stable and unbiased monetary policy, free from political pressures [7].

Group 1 - Federal Reserve Chairman Powell hinted at potential interest rate cuts in the coming months despite ongoing inflation risks, causing short-term market volatility [1] - The U.S. labor market appears deceptively stable, with a slowdown in labor participation and job demand contributing to a "peculiar balance" [1] - Concerns about stagflation arise as the market fears a combination of weak economic growth and high inflation, reminiscent of past economic conditions [2] Group 2 - The potential loss of Federal Reserve independence raises concerns about aggressive rate cuts, influenced by political pressures from the Trump administration [2] - The current economic environment may provide a window of opportunity for China and other emerging markets, as U.S. rate cuts could lower financing costs and enhance economic activity [3] - The uncertainty surrounding the U.S. dollar system may prompt a shift towards the internationalization of the renminbi, as global capital seeks safer assets [3]

外媒报道指出，特朗普政府正研究对地区联邦储备银行施加影响，尤其是地方联储主席的选拔方式。目 前，美联储联邦公开市场委员会(FOMC)由7名理事和5位地区联储主席组成，其中地方联储主席并非由 总统提名，也无需参议院确认。消息人士称，库克被罢免的消息公布后，多位地方联储主席紧急通话， 担忧这可能是白宫进一步削弱央行独立性的信号。 根据《联邦储备法》，总统只能在"有因"的情况下罢免理事，但"有因"的定义从未在国会中得到明确， 法院过往也多将其限定于玩忽职守、失职或渎职等在任期间的不当行为。而特朗普引用的理由是库克在 担任密歇根州立大学教授期间涉嫌伪造抵押贷款记录。分析人士指出，这些指控并未进入司法程序，且 发生在库克进入美联储之前，能否构成"有因"仍存在重大争议。 摩根大通首席美国经济学家Michael Feroli指出，这类指控通常不适用于"在职保护条款"。同时，近期最 高法院在扩大总统对独立机构成员的罢免权时，也特意将美联储排除在外，凸显此案的特殊性。 如果法院最终支持特朗普的举措，他将有机会进一步改造美联储。近期理事阿德里亚娜·库格勒已宣布 辞职，而美联储主席鲍威尔的任期也将在明年5月到期。若库克被迫离职，特 ...

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 据外媒报道，美国总统特朗普的政府正评估如何对美联储12家地区联储施加更大影响，这可能使其触角 延伸到华盛顿人事任命之外。 如果特朗普罢免美联储理事库克的举动最终在法院站得住脚，他将有机会在七人组成的理事会中获得多 数席位。 但是，负责制定利率政策的联邦公开市场委员会（FOMC）还包括五位地区联储主席，由纽约联储主席 和其他11家地区联储主席中的4人轮流组成。与理事不同，他们不是由白宫提名，也无需参议院确认。 地区联储主席的选任与连任过程由地区联储银行董事会与理事会共同承担，政府若重新评估这一过程， 将标志着特朗普在其持续影响货币政策的行动中又迈出非同寻常的一步。而货币政策传统上在一定程度 上是隔绝政治压力的。 美联储理事会下次为地区联储主席"背书"的五年一次授权将在明年2月举行。在特朗普宣布罢免库克之 后，这一节点的重要性陡然上升。政府指控库克涉及抵押贷款欺诈。库克的律师周二表示，她将对这一 举动提出法律挑战。 据知情人士透露，今年夏初，部分地区联储主席已开始担心特朗普对美联储的计划可能影响他们的职 位。特朗普在当地时间周一晚间的声明进一步加剧了这种担 ...

Core Viewpoint - The Federal Reserve Board member Lisa Cook is suing President Donald Trump over his attempt to dismiss her, claiming he lacks the authority to do so [2][3]. Group 1: Legal and Political Context - Trump's dismissal of Cook was based on allegations of mortgage fraud, which Cook's lawyer argues lacks factual and legal basis [2]. - Cook is the first African American woman to serve on the Federal Reserve Board and has stated she will not resign [3]. - If Trump successfully removes Cook, he would control four out of seven seats on the Federal Reserve Board, significantly impacting its independence [3][5]. Group 2: Market Reactions - Following the news of Cook's dismissal, long-term U.S. Treasury bond prices fell, while short-term yields rose as investors speculated on potential interest rate cuts [3][7]. - The market is also focused on Nvidia's upcoming quarterly earnings report, which could influence large tech stock trading [7][11]. - The dollar index decreased by 0.3%, reflecting market sentiment amid the political developments [7]. Group 3: Broader Economic Implications - Analysts express concerns that Trump's actions could undermine the independence of the Federal Reserve, which may have long-term negative effects on market stability [8]. - The market is currently optimistic about potential interest rate cuts, as indicated by recent comments from Federal Reserve Chair Jerome Powell [7][8]. - Recent economic data, such as a rise in U.S. business equipment orders, suggests that companies are continuing to invest despite uncertainties in trade and tax policies [11].

Core Points - The Federal Reserve has stated that it will continue to fulfill its legal responsibilities and adhere to any court rulings regarding the dismissal of Cook [2][3] - Cook's attorney argues that Trump lacks the authority to dismiss her, claiming the action is baseless both factually and legally [3] - Trump announced the dismissal of Cook, citing alleged mortgage fraud as the reason, and indicated he would comply with any court decisions regarding her position [2][3] Group 1 - The Federal Reserve system was established by Congress to fulfill its statutory mission, including promoting maximum employment and price stability [2] - The long terms and protections against arbitrary dismissal for Federal Reserve Board members are crucial for ensuring that monetary policy decisions are based on data and the long-term interests of the American people [2] - The Federal Reserve reaffirms its commitment to transparency, accountability, and independence in serving American families, communities, and businesses [2] Group 2 - Cook intends to challenge her dismissal in court, asserting her right to continue serving as a confirmed member of the Federal Reserve Board [1][3] - The final decision on Cook's potential lawsuit could ultimately be made by the U.S. Supreme Court [3] - The Federal Reserve did not respond to inquiries about whether Cook was working remotely or at the headquarters in Washington, D.C. [4]

Core Viewpoint - The legal dispute surrounding the dismissal of Federal Reserve Governor Lisa Cook by President Trump raises significant questions about the authority of the President to remove members of the Federal Reserve Board and the implications for the independence of the Federal Reserve [2][11]. Group 1: Legal Actions and Implications - Lisa Cook's attorney announced plans to file a lawsuit against President Trump, asserting that he lacks the authority to dismiss her without just cause as defined by the Federal Reserve Act [2][5]. - The Federal Reserve Act of 1913 stipulates that the President can only remove a Federal Reserve Board member for "just cause," which has historically been interpreted as serious misconduct [2]. - Cook may seek an injunction to restore her position while the lawsuit is ongoing [3]. Group 2: Background of the Dismissal - The dismissal follows a criminal investigation initiated by the Department of Justice regarding allegations of false statements made by Cook in mortgage applications [4][5]. - Trump cited these allegations in his notification to Cook regarding her dismissal, claiming just cause for the action [5]. Group 3: Political Reactions and Future Implications - Trump's actions are seen as an escalation in his efforts to exert control over the Federal Reserve, potentially impacting monetary policy significantly [11]. - If Trump successfully replaces Cook, he would hold a majority on the seven-member Federal Reserve Board, which could lead to a shift in policy direction favoring interest rate cuts [11]. - Democratic lawmakers have condemned Trump's actions, framing them as an unlawful power grab that undermines the Federal Reserve's independence [12].

【贝森特为特朗普解职库克辩护：美联储独立性来源于政治安排】智通财经8月27日电，美国财长贝森 特在特朗普宣布将解雇美联储理事库克的一天后，为特朗普针对美联储的最新举措进行了辩护。"美联 储的独立性来自它与美国公众之间的一种政治安排。公众的信任是其唯一的信誉来源，"贝森特周二在 白宫内阁会议上表示，"而您，总统先生，正在恢复政府的信任。您正在清除浪费、欺诈和腐败，过去 的做事方式已经不再足够。"（第一财经） 转自：智通财经 ...

Core Viewpoint - The legal dispute surrounding the dismissal of Federal Reserve Governor Lisa Cook by President Trump raises significant questions about the authority of the President to remove members of the Federal Reserve Board and the implications for the independence of the Federal Reserve [2][11]. Group 1: Legal Actions and Implications - Lisa Cook's attorney announced plans to file a lawsuit against President Trump, asserting that he lacks the authority to dismiss her without just cause as defined by the Federal Reserve Act [2][5]. - The Federal Reserve Act of 1913 stipulates that the President can only remove a Federal Reserve Board member for "just cause," which has historically been interpreted as serious misconduct [2][11]. - Cook may seek an injunction to restore her position while the lawsuit is ongoing [3]. Group 2: Background of the Dismissal - The dismissal follows a criminal investigation by the Department of Justice into allegations of false statements made by Cook regarding mortgage applications [4][5]. - Trump cited these allegations in his notification of Cook's dismissal, claiming just cause for her removal [5][7]. Group 3: Political Reactions and Consequences - Trump's actions have been criticized by Democratic lawmakers, who view the dismissal as an attempt to undermine the Federal Reserve's independence and as a power grab [12]. - Analysts suggest that if Trump successfully replaces Cook, he could gain a majority on the seven-member Federal Reserve Board, which could significantly influence monetary policy [11][12]. Group 4: Federal Reserve's Response - The Federal Reserve has stated that it will comply with any court ruling regarding Cook's status and emphasized the importance of long-term terms for board members to ensure independent monetary policy decisions [10].