ING集团分析师团队指出，美元、股指期货及国债价格的同步下跌，令人联想到去年春季由前总统特朗普关税政策引发的"抛售美国资产"交易潮。该机构认为，市场反应表明投资者认同美联储主席鲍威尔对调查事件的定性——即对美联储独立性的挑战，尽管特朗普已于周日对此予以否认。
分析师观察到，周一早盘国债期货已趋于稳定，这释放出关键信号：市场尚未准备对美联储独立性受损的可能性进行定价。荷兰银行美国经济学家罗吉尔·奎德弗利格分析称，调查时机耐人寻味，可能意图迫使鲍威尔在五月主席任期结束后辞去理事职务。需注意其理事任期可持续至2028年初。
奎德弗利格补充道，若此确为白宫策略，可能因掣肘新主席任命程序而产生反效果。"鉴于此次对美联储独立性的公然挑战，任何提名人选都将被置于更严苛的审视之下。"他强调。
尽管华尔街日报美元指数已从去年七月低点反弹，但自去年一月特朗普就职以来仍累计下跌约7%。法国兴业银行策略师基特·朱克斯指出："显然，美国主导的地缘政治意外事件频发，叠加总统对低利率的公开偏好，已逐渐侵蚀美元的传统避险地位。"
（本文源自华尔街日报实时报道专题，完整内容可通过检索代码P/WSJL获取）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.