纳斯达克指数上涨约0.6%,标准普尔500指数小幅下跌,道琼斯指数下挫近0.7%。在标准普尔板块中,材料板块表现最弱,科技板块成为唯一上涨者,受英伟达助力提振。欧洲斯托克600指数下滑约0.4%。美元走强;黄金和原油价格双双下跌;比特币跌幅接近3%。美国10年期国债收益率攀升至约4.48%。
前总统唐纳德·特朗普与美联储主席杰罗姆·鲍威尔之间的紧张局势加剧,焦点集中在美联储总部翻新项目的管理争议上。该项目成本自2018年批准以来持续膨胀,特朗普团队正试图构建理由,以正当原因解雇鲍威尔。TD Cowen分析师杰瑞特·塞伯格指出,保守派媒体聚焦于鲍威尔是否管理失当,并主张这为总统提供了解雇依据。
尽管塞伯格认为解雇可能性不大,但他承认风险正在上升。如果媒体压力加剧,特朗普可能被迫行动,引发市场负面反应。投资者已对此争端感到厌倦,并预期特朗普最终会退缩。塞伯格在报告中写道:"如果特朗普解雇鲍威尔,后者将提起诉讼。最高法院判例显示,总统仅能在有正当理由时解雇美联储主席。翻新项目不符合该标准。"
解雇过程复杂:特朗普需同时解除鲍威尔的主席和理事职位,否则联邦公开市场委员会可自行保留其领导权。塞伯格强调,需密切关注国会动向,共和党统一呼吁罢免鲍威尔可能施压特朗普。
***** 早先市场报道: PRECIOUS METALS' PULL BACKS SEEN AS AN OPPORTUNITY BY WFII CLICK HERE TIPTOE THROUGH THE TARIFFS: CPI AND EMPIRE STATE CLICK HERE U.S. STOCKS MIXED AS THEY SORT OUT INFLATION DATA, EARNINGS CLICK HERE ECONOMIC RISK OR POLITICAL POWER-UP - WHAT BRAZIL'S TARIFFS MEAN FOR LULA CLICK HERE U.S. STOCK FUTURES CRAWL HIGHER AFTER LATEST CPI CLICK HERE POSITIONING ENTERING NEUTRAL TERRITORY CLICK HERE WATCH OUT FOR HISTORY REPEATING ITSELF IN AUGUST CLICK HERE FOOTSIE TOPS 9000: "IT'S PARTY TIME" CLICK HERE TECH LEADS ON NVIDIA HELP, TELCOS DOWN CLICK HERE BEFORE THE BELL: EUROPEAN FUTURES UP, EARNINGS IN FOCUS CLICK HERE US EARNINGS TO SHED LIGHT ON TARIFF IMPACT CLICK HERE
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