4.7 Macro 特朗普威胁若鲍威尔五月后不离职将解雇其，称对其不满并提及司法部调查。沃什提名受阻，市场不确定性加剧。
唐纳德·特朗普近日加大了对美联储主席鲍威尔的批评，公开表示如果鲍威尔在任期于五月到期后不主动离职，他将予以解雇。特朗普多次强调对鲍威尔表现的不满，并提及司法部对鲍威尔及美联储总部翻修项目的调查。 为替代鲍威尔，特朗普已提名凯文·沃什担任美联储主席。然而，沃什的提名在参议院遭遇阻力，部分议员要求先解决对鲍威尔的司法部调查后再考虑提名事宜。 这一局势加剧了政治和市场的不确定性。分析师指出，对美联储独立性的威胁可能导致美元风险溢价上升和市场波动加剧。预测市场对沃什获确认的概率分歧较大，介于43%至95%之间。此僵局引发了关于总统权力边界及其对金融市场影响的广泛讨论。
Trump said he could fire Jerome Powell if Powell does not step down in May
Trump threatens to fire Powell if he remains at the Fed after his term as chairman ends
Trump renews threats against Jerome Powell and considers removing him from the Fed Board
Donald Trump Speaks About FED Chairman Jerome Powell and Nominee Kevin Warsh: He Again Criticizes Powell Very Harshly!
Trump Threatens to Fire Powell If He Doesn't Leave on Time; Polymarket Prices Warsh Confirmation at 43% Before May 15
