比推消息，凯投宏观北美副首席经济学家 Stephen Brown 在报告中指出，周三市场反应预示了若特朗普落实解雇美联储主席鲍威尔的威胁，投资者可能如何应对。Brown 表示，届时美元、股票及短期债券收益率可能下跌，长期收益率或将飙升。特朗普已驳斥有关其试图解雇鲍威尔的报道，称此事“极不可能”。不过美联储新任主席人选很可能在鲍威尔 2026 年 5 月任期结束前很早就公布。Brown 强调，即便更换主席，美联储也极不可能如特朗普所呼吁的那样降息 300 基点。
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