Core Viewpoint - President Trump is considering legal action against Federal Reserve Chairman Jerome Powell over the rising renovation costs of the Fed's headquarters, which have escalated from $1.9 billion to approximately $2.5 billion, indicating a strategy to pressure Powell to resign before his term ends in 2026 [1][4][9]. Group 1: Legal Action and Implications - Trump's potential lawsuit against Powell is seen as a rare and direct pressure tactic, as historically, presidents have had contentious but less confrontational relationships with Fed chairs [1][4]. - The lawsuit is perceived as part of a broader strategy to create public pressure and find justification for Powell's removal, as the president cannot directly dismiss him due to term protections [4][7]. - Legal challenges to the lawsuit include sovereign immunity, lack of standing, and the political question doctrine, which may hinder Trump's ability to proceed with the case [7][9]. Group 2: Candidate List for New Fed Chair - Following Trump's announcement of a potential lawsuit, a new list of candidates to succeed Powell has emerged, expanding from four to eleven candidates, with eight identified as core contenders [12][13]. - Key candidates include Michelle Bowman, Kevin Hassett, Kevin Walsh, Christopher Waller, James Bullard, Philip Jefferson, Loree K. Logan, and Kevin Summerlin, with Waller being a prominent choice due to his pragmatic policies aligning with Trump's economic views [14][16]. - The candidate list reflects a mix of political loyalty and policy alignment, indicating Trump's intent to appoint someone who can support his economic and monetary policy goals [17]. Group 3: Strategic Messaging - The candidate list signals a dual approach of maintaining some continuity while also preparing for significant policy shifts, balancing market reassurance with potential future changes [17]. - Trump's actions represent a coordinated effort to undermine Powell's legitimacy while simultaneously shaping market expectations regarding future monetary policy [18].

当地时间8月13日，美国总统称，将提前任命美联储新任主席。就在此前一天，白宫确认，总统特朗普 正在考虑就美联储总部翻修成本飙升问题，对现任主席鲍威尔提起诉讼。特朗普指控项目预算从19亿美 元暴涨至约25亿美元，称其"管理不善""极度无能"，并暗示可能存在舞弊现象。 这两个连续表态迅速引发外界关注——毕竟在美国历史上，总统与美联储主席的关系虽常有摩擦，但动 用法律手段且如此直接连续施压的情况，极为罕见。 △美国知名财经周刊《巴伦周刊》报道，特朗普正在考虑就美联储装修成本飙升问题起诉鲍威尔。 政治目标明确：无关账目 意在"逼宫" 舆论普遍认为，特朗普的真正目标并非追回联储建设成本，而是借此放大舆论压力，寻找迫使鲍威尔提 前下台的理由。 由于鲍威尔任期要到2026年才结束，而美联储主席受任期保护，总统不能因政策分歧将其直接罢免，因 此，诉讼威胁、舆论攻势、放大负面印象，就成为"逼宫"策略的一部分。 一旦换人成功，特朗普将有机会任命更符合其经济与货币政策理念的人选，为其低利率、经济刺激和选 举周期服务。 △美国公共广播公司报道，特朗普批评鲍威尔在降息问题上顽固不化。 特朗普诉讼鲍威尔的法律障碍 虽然特朗普理论上可以对 ...