资深美股分析师Chuck Li:美国总统干涉美联储独立性非常危险,但这次可能不一样

凤凰网港股
Jul 22, 2025

特朗普政府以“翻修丑闻”为由升级对美联储主席鲍威尔的解职施压,股债汇“三杀”震荡,金融市场上演了一场短暂而剧烈的压力测试。这场风波从传言四起到特朗普出面否认,仅持续了不到一小时,却足以一窥若美联储独立性遭到挑战,市场将会如何反应。

资深美股分析师Chuck Li对凤凰网财经表示,“美国总统动用职权干涉美联储货币政策独立性的做法非常危险,已经成为美国全民共识”。

这个全民共识源于1970年代尼克松施压伯恩斯导致通胀失控至13.5%的历史教训。但是本次博弈存在关键的差异:当前核心矛盾并非通胀,而是担心关税推高通胀。资深美股分析师Chuck Li给出了自己的观点,他认为关税不会显著推高通胀,支持特朗普要求美联储降息。

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