Group 1 - Trump announced the dismissal of Federal Reserve Governor Lisa Cook, citing alleged false statements in mortgage documents [1] - The dismissal is perceived as a direct attack on the Federal Reserve's independence and its decision not to lower interest rates, which may negatively impact the credibility of the US dollar [1] - The price of gold is expected to benefit in the long term due to the implications of Trump's actions, with the price of gold closing at 781.12 yuan per gram, up 0.28% [1] Group 2 - Following trade agreements between multiple countries and the US, market sentiment has weakened, providing some support for dollar assets despite deteriorating US economic data and significant government deficit pressures [3] - The international gold price is currently facing resistance at the previous high of 3450 USD, with ongoing market demand for safe-haven assets due to rising negative impacts from tariffs [3] - Gold prices are fluctuating within the range of 3300-3400 USD, with recommendations to construct bullish spread strategies using gold call options during price corrections [4]

可问题是，库克自己回应得很硬气。她说：特朗普没这个权力，她会继续履行职务。意思很明确：你说解雇就解雇？没门。 那为啥特朗普非要搞这个事？很简单，他要的不是库克一个人，而是整个美联储的控制权。 各位朋友，今天咱们要聊的事儿，堪称金融圈的大新闻。刚刚，特朗普又整了个大动作：他在自己的社交媒体上高调宣布：解雇美联储理事 丽莎·库克，立即生效！ 现在美联储理事会七个席位里，他已经有两个人是自己任命的。不久前又提名了斯蒂芬·米兰来接替库格勒的席位。如果库克真被挤出去，那 特朗普就可能拿到四个席位，直接占多数。到那时候，美联储的很多关键决定，他就能说了算。 你没听错，这是美国历史上第一次有总统敢公开说要解雇在任的美联储理事。市场当然第一时间炸了。美股期货一看不对劲，立刻往下掉， 纳指期货跌了 0.2%。避险情绪立刻起来，日元兑美元走强，黄金把之前跌掉的那点立刻收了回来。 换句话说，特朗普这是抢跑了。法律程序还没走完，他直接宣布解雇，这就让人觉得是政治动机。参议员沃伦第一时间出来说，这完全是违 法行为，纯粹出于政治目的。 这事儿被人称作特朗普的"三步走"计划：第一步，清掉不听话的人；第二步，用自己人填上去；第三步，把理事会 ...

Core Viewpoint - President Trump dismissed Federal Reserve Governor Lisa Cook due to allegations of mortgage fraud, which may lead to a legal battle and reflects his ongoing attempts to exert control over the Federal Reserve [1][2][3] Group 1: Dismissal Reasons - Trump stated he had sufficient reasons to dismiss Cook, citing accusations of her committing mortgage fraud by misrepresenting her primary residences to obtain better rates [2] - The allegations were brought forth by Bill Pulte, the head of the Federal Housing Finance Agency, who claimed Cook declared two properties as her primary residence [2][7] Group 2: Implications of Dismissal - The dismissal could lead to a legal confrontation between the White House and the Federal Reserve, as the President cannot arbitrarily fire Fed officials without just cause [8] - If Cook refuses to resign, the Trump administration would need to prove the allegations of mortgage fraud in court, which could impact the Fed's independence [8][9] - A successful dismissal could allow Trump to appoint a more dovish Fed governor, potentially increasing his influence over monetary policy [8][9]

新华社华盛顿8月26日电 综述|特朗普解雇美联储理事库克 被指"非法" 新华社记者徐静 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。 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。"我将继续履行我的 职责，帮助美国经济。"洛厄尔表示："我们将采取一切必要措施，阻止其非法行为。" 美国联邦住房金融署署长比尔·普尔特20日公开指认库克曾同时将两处房产申报为其"主要住宅"以获取 更优惠贷款利率，并向司法部提交一份刑事指控。特朗普当天晚些时候在社交媒体上转发相关报道并 称"库克必须辞职"。21日，美司法部表示将对库克展开调查。 根据美国国会1913年通过的《联邦储备法》，总统只能"因故"解雇美联储理事，但法律并未明确"因 故"的具体内容。 宾夕法尼亚大学美联储历史学者彼得·康蒂-布朗表示，库克出任美联储理事已经过总统和参议院的审 查，目前将任职前发生的事情认定为 ...

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。 美国国会民主党籍参议员伊丽莎白·沃伦表示，特朗普的做法"公然违反《联邦储备法》"，"必须在法庭 上被推翻"。 新华社记者徐静 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。 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。"我将继续履行我的 职责，帮助美国经济。"洛厄尔表示："我们将采取一切必要措施，阻止其非法行为。" 美国联邦住房金融署署长比尔·普尔特20日公开指认库克曾同时将两处房产申报为其"主要住宅"以获取 更优惠贷款利率，并向司法部提交一份刑事指控。特朗普当天晚些时候在社交媒体上转发相关报道并 称"库克必须辞职"。21日，美司法部表示将对库克展开调查。 根据美国国会1913年通过的《联邦储备法》，总统只能"因故"解雇美联储理事，但法律并未明确"因 故"的具体内容。 宾夕法尼亚大学美联储历史学者彼得·康蒂-布朗表示，库克出任美联储理事已经过总统和参议院 ...

Core Viewpoint - The ongoing conflict between former President Trump and Federal Reserve Governor Lisa Cook highlights the tension between political influence and the independence of the Federal Reserve, raising concerns about the integrity of U.S. institutions and governance [4][8]. Group 1: Legal and Institutional Context - Lisa Cook was appointed to the Federal Reserve by President Biden in 2022, with a term lasting until 2038, and she asserts that Trump lacks the legal authority to dismiss her [4][6]. - The Federal Reserve Act stipulates that Federal Reserve governors serve 14-year terms and can only be removed for "just cause," which includes serious misconduct or legal violations, requiring due legal process [6]. - Historical precedent from the 1935 Supreme Court case "Humphrey's Executor v. United States" confirms that independent agency officials can only be removed for just cause, reinforcing the protection of Federal Reserve governors from arbitrary dismissal [6]. Group 2: Political Dynamics and Implications - Trump's public demand for Cook's resignation, citing alleged misconduct related to mortgage applications, is viewed as a political maneuver rather than a legitimate legal action [5][8]. - The situation reflects broader concerns about the potential erosion of the Federal Reserve's independence and the implications for U.S. governance, as Trump's actions may undermine public confidence in independent institutions [8]. - The ongoing dispute is not just about Cook's position but also represents a significant test of the resilience of American democratic institutions against political pressures [8].

Group 1 - The core event involves President Trump signing a document to dismiss Federal Reserve Governor Cook, marking a significant challenge to the independence of the Federal Reserve [1] - This unprecedented action is viewed as a potential financial risk signal, possibly leading to legal disputes and uncertainty in central bank policy decisions and market expectations [1] - The immediate market reaction saw the US dollar index drop nearly 30 points, reflecting concerns over the Federal Reserve's independence and increasing expectations for future interest rate cuts [3] Group 2 - Gold prices surged over $20 shortly after the news, demonstrating its role as a traditional safe-haven asset amid market uncertainty [3] - Technical analysis indicates that gold shows a strong upward trend in the long term, while short-term charts suggest a consolidation phase, advising traders to be cautious [3] - Silver also displays positive technical indicators, with key resistance at $38.80-$39.00 and support around $37.50, suggesting potential for upward movement if resistance is broken [3][4] Group 3 - The event has caused immediate and noticeable impacts on financial markets, leading to structural differentiation where the dollar is under pressure while precious metals like gold and silver rise due to safe-haven demand [4] - Investors are advised to consider both the political risks and technical analysis when setting trading strategies, focusing on key support and resistance levels [4] - The market is currently processing the uncertainties brought by this rare event, emphasizing the need for caution and attention to technical signals and market sentiment changes [4]

在美国总统特朗普公然"单方面"宣布解雇美联储理事丽莎·库克（Lisa Cook）后，这位前总统拜登任命 的理事霸气回应称，特朗普无权这么做，她不会辞职。 库克是第一位担任美联储理事的黑人女性。她在周一的一份声明中表示，"特朗普总统声称'有正当理 由'解雇我，但无任何法律依据，他也无权这么做。" 周一晚间，美国民主党资深参议员伊丽莎白·沃伦（Elizabeth Warren）在一份声明中炮轰道，"非法解雇 丽莎·库克的行为是总统绝望地寻找替罪羊以掩盖其未能降低美国人生活成本的最新例证。" 分析人士指出，特朗普解雇库克的决定可能会在联邦法院受到质疑，最高法院可能最终裁定解雇她是否 合法。如果该提议得到维持，特朗普将有望组建一个由他任命的理事占据多数的美联储理事会，后果可 想而知。 据了解，国会在1913年的《联邦储备法》中限制了总统单方面解雇美联储理事的权力，该法案规定总统 只能在有"正当理由"的情况下，才能这样做。虽然法律没有详细说明究竟什么才算"正当理由"，但它历 来被解读为渎职或玩忽职守。 特朗普在致库克的信中则有意无意地与上述"正当理由"联系起来。他写道："我已认定，有充分理由将 你从当前职位上罢免。" ...

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。"我将继续履行我的 职责，帮助美国经济。"洛厄尔表示："我们将采取一切必要措施，阻止其非法行为。" 美国联邦住房金融署署长比尔·普尔特20日公开指认库克曾同时将两处房产申报为其"主要住宅"以获取 更优惠贷款利率，并向司法部提交一份刑事指控。特朗普当天晚些时候在社交媒体上转发相关报道并 称"库克必须辞职"。21日，美司法部表示将对库克展开调查。 根据美国国会1913年通过的《联邦储备法》，总统只能"因故"解雇美联储理事，但法律并未明确"因 故"的具体内容。 宾夕法尼亚大学美联储历史学者彼得·康蒂-布朗表示，库克出任美联储理事已经过总统和参议院的审 查，目前将任职前发生的事情认定为解雇原因并不合理。 新华社华盛顿8月26日电 综述｜特朗普解雇美联储理事库克 被指"非法" 新华社记者徐静 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"， ...

Core Viewpoint - The unexpected announcement by Trump to remove Federal Reserve Governor Lisa Cook has raised significant concerns about the independence of the Federal Reserve and the potential political motivations behind this action [1][3][6] Group 1: Political Context - Trump's decision to dismiss Cook is unprecedented in U.S. history, marking a significant shift in the relationship between the presidency and the Federal Reserve [3] - The allegations against Cook stem from a criminal referral regarding mortgage fraud, but legal experts suggest that there is insufficient evidence for such a claim to hold [3][6] - If Trump successfully removes Cook, he would gain a majority in the Federal Reserve Board, potentially undermining its independence [3][6] Group 2: Market Reactions - Following the announcement, Nasdaq futures fell by 0.2%, the Japanese yen strengthened, and gold prices recovered from earlier losses, indicating market volatility in response to the news [1] - Traders are now focused not only on market fluctuations but also on the constitutional implications of Trump's actions and whether Cook will resist the dismissal [6] Group 3: Implications for Federal Reserve Independence - The independence of the Federal Reserve has been a cornerstone of U.S. monetary policy since the 1930s, and Trump's actions threaten to disrupt this foundational principle [6] - The potential for the Federal Open Market Committee (FOMC) to become a political tool rather than an independent body raises concerns among economists and lawmakers [6]