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民主党参议员沃伦(ElizabethWarren)周四表示,如果美国总统特朗普解雇美联储主席鲍威尔,可能会引发美国股市崩盘。

这些评论是对特朗普当天早些时候在社交媒体上发布的一篇帖子的回应。特朗普在帖子中称,鲍威尔的“下台越快越好”,同时批评他降息不足。

沃伦在纽约证券交易所谈到鲍威尔时说:“我经常在监管和利率问题上与他交锋。”但要明白一点:如果鲍威尔主席可以被美国总统解雇,那将导致美国市场崩盘。”

周四的这次风波远非特朗普第一次质疑鲍威尔的决定并对其作为美联储主席的未来提出疑问。两人在公开场合意见不合的历史由来已久,可以追溯到特朗普的第一个任期。

沃伦为何如此担忧

对沃伦而言,这是一个至关重要的情况,不仅因为试图解雇鲍威尔在技术上是非法的,还因为它会侵犯美联储独立性的神圣性。

沃伦在纽交所发表评论时表示:“支撑美国股市强劲、进而支撑美国经济乃至世界经济大部分领域强劲的基础,是那些关键组成部分独立于政治运行的理念。”

她补充道:“如果美国的利率受制于一个只想挥舞魔杖的总统,那我们就和世界上任何一个不入流的独裁国家没什么两样了。”

特朗普在鲍威尔任期结束前解雇他的可能性依然存在。除了针对鲍威尔的言论,特朗普最近还解雇了一些独立机构的董事会成员。

最高法院定于今年晚些时候就这些解雇是否合法作出裁决。

鲍威尔一直坚信总统不能解雇他。在去年11月的FOMC会议上,鲍威尔在回答记者提问时表示,总统提前解雇他是“法律不允许的”。

特朗普与鲍威尔的“恩怨情仇”

即使在他的第一个任期内,特朗普也批评鲍威尔没有将利率降至更低水平。

2019年10月,美联储将利率下调了25个基点,至1.75%至2%的区间,但表示降息可能接近尾声。当时,特朗普在回应鲍威尔时发推文称:“鲍威尔和美联储又失败了。没胆、没脑、没远见!”

在2024年最后几个月降息100个基点后,鲍威尔一直维持利率不变,主要是担心通胀可能反弹。

周四,鲍威尔在芝加哥经济俱乐部表示,在更好地了解特朗普关税对通胀和更广泛经济的影响之前,美联储可能会继续维持利率不变。

根据芝商所的“美联储观察工具”,市场预计美联储将在6月的FOMC会议上降息25个基点,并在年底前累计降息100个基点。

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