鲍威尔（资料图） 特朗普看似是在为美国争取货币自主权，实则是在用一己之私赌上整个国家的金融未来。他对鲍威尔的羞辱不仅暴露了其个人的强人执念，更揭示了他 将"美联储"视为可控工具而非制度基石的危险心态。而这，才是真正令世界金融界不安的根源。但特朗普不会在意这些，他要的不是健康可持续的经济增 长，而是为选票打造的"虚假繁荣"。 据智通财经报道，美国总统特朗普的就职100天纪念集会在密歇根州马科姆县举行。他在庆典上抨击了前总统拜登、美联储主席鲍威尔和近期阻止其行政令 的法官。这是他自今年1月上任以来首次在华盛顿以外的地方发表重要讲话。据悉，庆典还没开始几分钟，特朗普就开始忍不住批评拜登了。他毫不留情地 抨击拜登的经济政策、鸡蛋价格高涨，甚至嘲笑他的外貌。除了拜登以外，特朗普又再一次抨击了美联储主席鲍威尔，还是"老矛盾"——不降息。不过，他 坚称，他"无意"试图解雇这位任期只剩一段时间的美联储主席。 华尔街投行副董事长古哈警告，若特朗普真的尝试撤换鲍威尔，可能引发市场剧烈动荡。他指出：如果美联储独立性遭质疑，不仅会降低市场对其决策的信 任，也将导致美元下跌、殖利率飙升、股市大跌。芝加哥联邦储备银行总裁更是连续两天上电 ...

美国哪些部门是"深层政府"？美联储，无疑首当其冲。特朗普原先的计划，是一边对他国加关税，一边说服美联储降息，这样对美国 国内经济的冲击会小一些。但现任美联储主席鲍威尔，硬挺着不降息，还在特朗普背后"捅刀"，说美国加征的关税，不像特朗普说的 那样是外国政府在承担，而是美国人民。特朗普闻言暴怒，威胁要解雇鲍威尔，但他这话才放出来24小时，又主动澄清，没有解雇鲍 威尔的想法。 据每日经济新闻报道，特朗普对美联储的独立性发起挑战，多次暗示可能将现任美联储主席杰罗姆·鲍威尔免职。太和智库高级研究 员、中国现代国际关系研究院前副院长王在邦向《每日经济新闻》记者（简称每经记者）表示，特朗普宣称罢免鲍威尔，迅速向市场 传递一个美元要"完蛋"的信号，引起金融市场恐慌。美联储丧失独立性是推倒美元霸权的第一张多米诺骨牌，相当于投向美元信用的 一枚核弹。 近日有彭博社消息称，特朗普正在尝试通过对美国盟友施压，以达成对中国新能源领域的打压，减缓中国制造的扩张，最终将中国挤 出全球新能源的供应链。不出所料，特朗普手中的底牌还是关税威胁，他宣称，那些不顺从美国的国家，将会遭受美国的"二级关 税"。不得不说，这一招对于美国的贸易伙伴来说真是 ...

Group 1 - Trump's recent statements regarding Federal Reserve Chairman Powell have sparked significant debate, highlighting the complex political and economic dynamics at play [1][3] - The ongoing tension between Trump and Powell is exacerbated by Trump's criticism of Powell's cautious monetary policy, which contrasts with Trump's desire for interest rate cuts to stimulate the economy [3] - Trump's remarks have led to market anxiety, with concerns about the independence of the Federal Reserve and the potential for political interference in monetary policy [3] Group 2 - Trump defended several controversial policies during the interview, including the mass deportation of undocumented immigrants, while expressing frustration with judicial rulings that require due process [4] - Trump's belief in the effectiveness of his tariff policies is evident, as he claims that companies are gradually relocating production facilities back to the U.S., despite the negative impact on domestic businesses and consumers [4] - The discussion around Trump's potential third term candidacy has evolved, with him indicating a preference to pass the presidency to capable Republican successors after his current term [4]

Group 1 - President Trump criticized Federal Reserve Chairman Jerome Powell for not lowering interest rates, suggesting it stems from "personal animosity" but stated he would not seek to remove Powell before his term ends in 2026 [1] - Trump downplayed concerns about a potential economic recession, indicating that the U.S. is in a transitional phase and he is not worried about economic contraction during his term, although he does not rule out the possibility [1] - Recent criticisms from Trump reflect a strong desire from the government for interest rate cuts, while Powell emphasized the need to ensure tariffs do not lead to sustained inflation before considering rate reductions [1] Group 2 - Michael Gibson, the director of the Federal Reserve's regulatory department, is set to leave by the end of the year after over thirty years at the Fed, overseeing the supervision of Wall Street lending institutions and implementing "stress tests" [2] - The nomination of Michelle Bowman as the new vice chair for supervision is pending Senate confirmation, and her approach to bank regulation is expected to be more lenient than Gibson's, potentially ushering in a period of relaxed oversight for Wall Street [2]

兄弟姐妹们啊，简单关注一则特朗普跟美联储主席的消息。 特朗普首次给出明确表态 不会提前解雇鲍威尔 美国总统特朗普坚称，尽管他持续批评降息速度过慢，但他并不打算解雇美联储主席杰罗姆·鲍威尔。 他在周日播出的NBC节目《会见新闻界》中接受采访时说道："我为什么要那样做？我很快就可以换人 了。" 特朗普还为自己的关税政策进行了辩护，坚称企业已经开始将生产设施转移到美国。他补充说，他不排 除将这些关税永久化的可能性。 在采访中，总统再次被问及是否考虑竞选第三任总统，尽管宪法禁止总统连任三届。今年3月30日他曾 告诉NBC："很多人希望我这么做"，但当时表示做决定还为时尚早。而在本周日的采访中，他似乎否定 了这一可能。 特朗普称："他（鲍威尔）应该降息。迟早他会降的。他宁愿不这么做，因为他不是我的粉丝。你知 道，他就是不喜欢我，因为我觉得他是个完全呆板的人。" 当被问及是否会在鲍威尔2026年任期结束前将其免职时，特朗普作出了最明确的否认："不，不，不。 那完全是……我为什么要那样做？我很快就能换人了。" 上个月，在特朗普加大对鲍威尔的攻击力度之后，华尔街股市大幅下跌，引发市场对美联储独立性的担 忧。此后，特朗普在言辞 ...

Core Viewpoint - The upcoming Supreme Court ruling on a labor dispute involving the dismissal of two labor committee members by President Trump poses a significant threat to the independence of the Federal Reserve and could undermine the foundational principles of American governance [2][4][6]. Group 1: Legal Implications - The case challenges the precedent set by the Humphrey's Executor v. United States ruling, which states that the President cannot dismiss independent agency officials for political reasons [2][4]. - The Supreme Court's conservative justices have allowed Trump to suspend the two labor committee members, indicating a potential shift in judicial interpretation that could affect the independence of various regulatory bodies [4][6]. - The ruling could set a precedent that undermines the dual protections of the Federal Reserve's independence, which is currently safeguarded by statutory term limits and judicial precedent [4][6]. Group 2: Market Reactions - Wall Street is reacting to the potential loss of Federal Reserve independence, with Goldman Sachs warning that gold prices could soar above $4,500 if this independence collapses [4]. - The U.S. dollar has already fallen back to levels seen in early 2024, reflecting a broader loss of trust in the financial system [4][6]. Group 3: Historical Context - The situation draws parallels to the 1970s when President Nixon pressured the Federal Reserve, leading to stagflation with inflation rates reaching 14% and unemployment exceeding 10% [4][6]. - The current political maneuvering raises concerns about the future of independent regulatory agencies in the U.S., as the outcome of this case could impact over 50 independent bodies, including the SEC and FCC [6][8]. Group 4: Broader Implications - The ruling could signify a shift towards a more centralized executive power, challenging the foundational principle of checks and balances in the U.S. government [6][8]. - The potential for presidential control over interest rates could transform monetary policy from an economic tool into a means of political power [8].

特斯拉CEO埃隆·马斯克（Elon Musk）近日将降本增效的矛头指向美联储，对其耗资25亿美元的总部翻 新计划提出质疑，并建议该项目应成为"政府效能部（DOGE）"的重点审查对象。 "我们确实应该查查美联储是否把25亿美元花在室内设计师身上，"马斯克周三对记者调侃道，"这数字 让人瞠目结舌。" 此番言论预示着一场关于美联储独立性的政治角力即将展开。此前，前总统特朗普已多次威胁要解雇美 联储主席鲍威尔。 美联储对华盛顿特区的整体改造计划涵盖马瑞纳·S·埃克尔斯大楼（Marriner S. Eccles Building）及毗邻 的FRB东楼（FRB East Building），旨在更新基础设施、通过集中办公降低租赁成本并提升运营效率。 这项最初预算19亿美元的项目已膨胀至25亿美元，引发保守派批评，认为配备屋顶花园与玻璃中庭的奢 华改造与民众经济现状脱节。 批评者还指出，这个长期为联邦财政贡献净收入的机构近年因应对大衰退、新冠疫情的经济刺激措施及 后续激进加息，已陷入亏损状态。美联储拒绝对此置评。 项目支持者则强调建筑成本上涨、历史建筑保护法规及楼龄过高是预算超支主因。埃克尔斯大楼建于 1937年，FRB东 ...

美国财政部长贝森特。路透社 贝森特1日还称，随着时间推移以及贸易协议的达成，关税不确定性的"缝隙"将会缩小。他表示，尽管4月股市一度遭遇抛售，但当月的最终表现基本持平。 据彭博社、路透社5月1日报道，美国财政部长贝森特当天在接受采访时表示，美国国债市场正在发出美联储应该降息的信号。 当天，贝森特向福克斯商业频道表示，"我们看到两年期利率现在低于联邦基金利率。因此，这是一个市场信号，表明美联储应该降息。" 截至当天美东时间上午7时58分，两年期美国国债收益率为3.58%，而基准联邦基金利率为4.33%。美联储目前将联邦基金利率目标区间设定在4.25%至4.50% 之间。 美联储方面表示，目前尚无降息计划，理由是考虑到通胀率仍高于2%的目标，以及特朗普政府关税政策推高物价的风险。 美联储将于5月7日召开下次利率决策会议，几乎所有经济学家都预测美联储将维持利率不变。此前，特朗普已多次敦促美联储降息。 "市场在4月完成了令人难以置信的往返之旅，"贝森特说，"我们到达目的地时，这条路将是值得的，短期而言，我认为每个人都应该深吸一口气。" 在2024年的三次降息后，由于通胀风险变高，美联储今年迄今一直维持利率不变。特朗普 ...

本周三（4月30日)欧市盘中，现货金价在3310美元/盎司附近徘徊，截发稿暂报3312.35美元/盎司，跌幅 0.15%。贸易紧张局势的缓和，尤其是美国与其伙伴国之间的贸易紧张局势，正在削弱黄金的避险吸引 力。 美国财政部长贝森特周一表示，美国的几个主要贸易伙伴已经提出了"非常好的"建议，旨在规避美国征 收的关税。 贝森特特别强调了这些讨论取得的积极进展，暗示印度可能是首批成功敲定协议的国家之一。 摘要本周三（4月30日)欧市盘中，现货金价在3310美元/盎司附近徘徊，截发稿暂报3312.35美元/盎司， 跌幅0.15%。贸易紧张局势的缓和，尤其是美国与其伙伴国之间的贸易紧张局势，正在削弱黄金的避险 吸引力。 贝森特还透露，特朗普政府正计划减轻其汽车关税的潜在不利影响。 拟议的战略包括减少目前对在美国境内制造汽车所用的外国制造零部件征收的部分关税。 此举可能会让美国汽车制造商和国际供应商松一口气，可能会防止美汽车行业供应链和价格结构出现重 大中断。 金价仍在阻力位3350-3360美元下方徘徊，因美元试图反弹。如果金价跌破3300美元，则将向最近的支 撑位3235-3245美元移动。 瑞银分析师Giovann ...

Group 1: Monetary Policy - President Trump criticized the Federal Reserve's interest rate decisions, arguing that current rates are too high given the declining inflation data [3] - The market perceives Trump's frequent interventions in interest rate policy as a potential threat to the independence of the central bank, with a 0.25 percentage point implicit risk premium observed in the pricing of the federal funds rate by traders [3] Group 2: Fiscal Policy - Trump promoted his tax reform 2.0, which includes expanding the income tax exemption for tips, adjusting the Social Security tax threshold, and optimizing overtime tax treatment, claiming it would reduce taxes for auto industry workers by an average of $1,450 annually [3] - The Congressional Budget Office estimated that the full implementation of this proposal would reduce federal revenue by approximately $215 billion over the next decade, with 38% of the tax cuts benefiting the manufacturing sector [3] Group 3: Trade Policy - Trump defended his tariff policy, stating that a 25% tariff on imported cars and parts has led to a net increase of 42,000 jobs in the U.S. auto manufacturing sector, with Michigan accounting for 29% of this growth [4] - However, Bloomberg's economic research indicated that the average price of imported cars and parts rose by 17.3% during the same period, with consumers bearing about 62% of the tariff costs [4] Group 4: Market Reaction - During Trump's speech, the volatility of the dollar index rose to 112.5 basis points, the highest in nearly three months, while the 10-year U.S. Treasury yield briefly surpassed 4.38% before retreating, indicating investor caution regarding policy uncertainty [5] - The University of Michigan's consumer confidence index showed an increase in the five-year inflation expectations to 3.1%, the highest level since June 2023 [5]