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总结

多家外媒分析称,特朗普持续抨击美联储主席鲍威尔并施压降息,甚至暗示更换人选或削弱央行独立性,令市场担忧美国货币政策被政治化。若投资者怀疑其抗通胀与政策连续性承诺,可能推高美债收益率与风险溢价、扰动美元汇率并加剧通胀预期,进而通过资本流动与融资成本向全球扩散,冲击股市与信贷环境,增加新兴市场和企业债务压力并拖累全球增长。

正文

The threat to the global economy from Trump's war on the Fed Financial Times Is Trump regretting his battle with the Federal Reserve? - Full Story podcast The Guardian Powell, an Unlikely Foil, Takes On Trump The New York Times A private memo from central banks to governments The Economist Jerome Powell's Thankless Rescue of Trump The Atlantic
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