我问你个问题，如果一个人还有四个月就要退休了，你会不会为了他几年前装修办公室花多了钱，特意动用司法部去发起刑事起诉？ 正常人都觉得没必要对吧，但这就发生在今天凌晨，美联储主席鲍威尔，被特朗普政府正式发起了刑事调查。理由听起来特别荒诞，说是美联 储总部那个埃克尔斯大楼（Eccles Building）的装修费超支了，怀疑里面有回扣和腐败问题。新闻一出，全球金融圈的下巴都快掉地上了。 我也在想，这事儿至于吗？我查了下路透社和美联储官网的公开数据，这装修工程确实是个烂摊子。最初预算是19亿美元，结果这几年又是通 胀又是发现地下有石棉，成本直接飙到了25亿美元。特朗普早在去年7月参观工地的时候就喷过，说这是"世界上每平方英尺最昂贵的建筑"。 可问题是，这事儿去年不是已经翻篇了吗？当时特朗普去视察，鲍威尔陪着笑脸，两人还在未完工的钢架下握了手，随后美联储也很配合，连 续降息了三次，基准利率都下来75个基点了。大家本来以为这事儿就这么过去了，属于"懂王"敲打一下也就完了。 结果谁能想到，就在今天，离鲍威尔正式卸任的2026年5月只剩不到120天的时候，特朗普突然掀桌子了。 这事儿不仅不合常理，简直就是把"项庄舞剑"四个字 ...

来源：环球时报 鲍威尔，资料图 全球多国的央行行长13日发表联合声明，力挺美联储主席鲍威尔。 据美国《华尔街日报）13日报道，9 位央行行长"史无前例地"发表联合声明，强调维护美联储的独立性"至关重要"。 报道称，声明由欧洲中央银行行长以及英国、瑞典、丹麦、瑞士、澳大利亚、加拿大、韩国和巴西的央 行行长共同发表。声明中表示，"我们与美联储及其主席鲍威尔完全团结在一起。" 据美国《纽约时报》11日报道称，美国哥伦比亚特区联邦检察官办公室已对联邦储备委员会主席鲍威尔 展开刑事调查，主要涉及美联储办公大楼翻修项目，以及鲍威尔是否就该项目规模向国会作虚假陈述。 对此，美联储11日罕见发布视频声明，鲍威尔表示相关指控都是"借口"，自己被调查的原因其实是美联 储"没有遵从总统意愿"设定利率。美联社说，这一事态发展重新引发外界对美联储独立性受到损害的担 忧，可能削弱全球投资者对美债的信心。 向歆悦 ...

Core Viewpoint - The investigation into Federal Reserve Chairman Jerome Powell by the Trump administration raises concerns about the independence of the Federal Reserve and its ability to set monetary policy free from political pressure [1][2][5]. Group 1: Political Reactions - Many former Federal Reserve chairs and Treasury secretaries have publicly supported Powell, condemning the criminal investigation as an unprecedented attack on the Fed's independence [2][3]. - Republican Senator Thom Tillis criticized the Trump administration's actions, suggesting they undermine the credibility of both the Justice Department and the Federal Reserve [3]. - Some Republican senators, including Lisa Murkowski, expressed intentions to block Trump’s nominees for the Federal Reserve in response to the investigation [3][4]. Group 2: Economic Implications - The investigation could lead to increased inflation expectations, which may drive interest rates higher, negatively impacting U.S. stock valuations, particularly in sensitive sectors [6][7]. - The dollar may face downward pressure as confidence in the U.S. economic policy framework weakens, potentially benefiting alternative assets like gold and cryptocurrencies [6][7]. - The bond market is seen as a critical indicator; any signs of reduced Fed independence could lead to significant declines in the dollar [7].

每经记者｜岳楚鹏 高涵 每经编辑｜段炼 兰素英 纸大陪审团传票，让鲍威尔成为首位遭刑事调查的在任美联储掌舵人。 这场由美联储总部翻新工程超支引发的风波，已演变为一场围绕货币政策主导权与美联储独立性的激烈博弈。 此外，据智通财经消息，1月13日，全球央行行长发表联合声明，声援美联储主席鲍威尔。多国央行行长在声明表示，其与美联储体系及其主席杰罗姆·鲍 威尔"站在同一战线"。声明中提到："中央银行的独立性是我们服务的公民获得价格、金融与经济稳定的基石。因此，必须在充分尊重法治与民主问责的 前提下，坚决维护这种独立性。"上述声明由欧洲中央银行行长、英格兰银行行长、瑞典中央银行行长、丹麦国家银行董事会主席、瑞士国家银行管理委 员会主席、澳大利亚储备银行行长、加拿大银行行长、韩国银行行长、巴西中央银行行长、国际清算银行董事会主席、国际清算银行总经理和挪威银行行 长联合发表。 市场方面，当地时间13日，截至发稿，美股三大指数齐跌。 鲍威尔成首位遭刑事调查的 鲍威尔 图片来源：新华社发（李源清摄） 在任美联储主席 对现任美联储主席进行刑事调查，这在美国历史上是前所未有的。 随着共和党内部就调查事件出现"倒戈"情况，有参议员直 ...

Group 1 - The article discusses the escalating tensions between President Trump and Federal Reserve Chairman Jerome Powell, highlighting Powell's strong response to Trump's attempts to exert control over the Fed [1] - Powell has accused Trump of trying to seize power, emphasizing that interest rate decisions should be based on economic needs rather than political pressure [1] - There is notable support for Powell within the Republican Party, including a key senator warning against blocking Fed appointments, which could complicate Trump's strategy [1] Group 2 - The financial markets are reacting to conflicting signals from Trump's actions and the Fed's unprecedented pushback, resulting in a relatively stable market with slight movements in U.S. Treasury yields and the S&P 500 index reaching a historical high [2] - Following three consecutive interest rate cuts, the Fed has signaled a pause in further cuts, largely due to inflation rates remaining above target levels [3] - Despite Powell's assertive stance, experts suggest that the Fed remains on the defensive, making it challenging to prevent Trump from achieving his objectives [3]

JPMorgan Chase (JPM) CEO Jamie Dimon offered support for Federal Reserve Chair Jerome Powell on Tuesday, reiterating the importance of an independent US central bank after the Fed chair disclosed late Sunday that the Department of Justice had opened a criminal investigation into Powell's testimony to Congress last year. "While I don't agree with everything that the Fed has done, I do have enormous respect for Jay Powell the man," Dimon said during a call with reporters following the bank's fourth quarter ...

Core Viewpoint - The Justice Department has threatened the Federal Reserve with a criminal indictment related to the testimony of Fed Chair Jerome Powell concerning building renovations [1] Group 1 - The Justice Department's threat indicates potential legal challenges for the Federal Reserve, which could impact its operations and governance [1] - Fed Chair Jerome Powell's testimony this summer is central to the Justice Department's investigation, suggesting scrutiny over the Fed's transparency and accountability [1]

在数月来试图避免与美国总统特朗普发生对抗之后，美联储主席鲍威尔终于发起了反击。 这也很难怪他。司法部已经对这位美联储主席启动了刑事调查，调查他是否对国会撒谎，这实际上是动 用了联邦政府的力量来对付一位特朗普试图罢免的公职人员。 在过去很多个月和多次美联储会议期间，记者们都曾要求鲍威尔回应政府的威胁以及试图影响货币政策 的强制性企图。 在每一种情况下，鲍威尔都拒绝置评或回避，选择置身于政治纷争之外，坚守其保持物价稳定和低失业 率的无党派使命。如今，随着司法部的刀已经架在了脖子上，鲍威尔已经没有这种回旋的余地了。 突然改变的不仅仅是他的沟通风格。鲍威尔此前可能曾考虑在5月主席任期结束后离开美联储，尽管他 的理事任期要到2028年才届满。 这种史无前例的法律攻击可能会激励他留任至任期完全结束，从而让特朗普没机会提名另一位官员，并 让他自己有时间看到调查结束。他在声明中提到的公共服务精神，引发了这个问题。 鲍威尔在上周日晚间发布的一段非同寻常的视频中，试图向公众阐明其中的利害关系。 这种升级对鲍威尔还是特朗普来说变化更大？ 特朗普政府的策略显然变了。以前他们只是批评鲍威尔，并利用特朗普的舆论影响力"一厢情愿"地希望 ...

Group 1 - Central bank leaders from multiple countries issued an unprecedented joint statement supporting Federal Reserve Chairman Jerome Powell, emphasizing the importance of maintaining the Fed's independence [1][3] - The statement was signed by the heads of the European Central Bank and central banks from the UK, Sweden, Denmark, Switzerland, Australia, Canada, South Korea, and Brazil [1] - A separate statement from over ten former U.S. economic officials, including three former Fed chairs, criticized the Trump administration's criminal investigation into Powell, arguing it undermines the Fed's independence [3] Group 2 - The former officials highlighted that the Fed's independence is crucial for the performance of the U.S. economy and warned that the investigation could have adverse effects on inflation and overall economic operations [3] - The investigation into Powell relates to allegations of perjury regarding the renovation project of the Fed's Washington headquarters [3] - Powell confirmed that the Trump administration threatened criminal charges against him based on his testimony to the Senate, which he views as an attempt to exert pressure regarding interest rate cuts [3]

此外，美国财政部前部长和白宫经济顾问委员会前主席等前财经要员也参与了声明的联署。声明说，美 联储的独立性对美国经济表现至关重要，而对鲍威尔的刑事调查企图削弱美联储的独立性。声明强调， 这种前所未有的做法可能给通胀形势和整体经济运行带来极为不利的影响。 据此前报道，当地时间1月11日，美国哥伦比亚特区联邦检察官办公室已就美国联邦储备委员会华盛顿 总部翻修项目，以及鲍威尔是否就该项目向美国国会作伪证一事，对他展开刑事调查。 鲍威尔发布视频声明证实，特朗普政府因他2025年6月对美国国会参议院所作证词，威胁对他提起刑 事指控，并已于当地时间1月9日向美联储发出传票。 他认为这是"借口"，目的是就美联储降息问题进一步向他施压。 据环球时报援引《华尔街日报》消息，13日，全球多国的央行行长"史无前例地"发表联合声明，力挺 美联储主席鲍威尔。 报道称，声明由欧洲中央银行行长以及英国、瑞典、丹麦、瑞士、澳大利亚、加拿大、韩国和巴西的央 行行长共同发表。声明中表示，"我们与美联储及其主席鲍威尔完全团结在一起"，并强调维护美联储 的独立性"至关重要"。 另据央视财经报道，12日，包括三名美联储前主席在内的美国十余名前财经要员发 ...