Main takeaway: Trump and allies are pushing personnel moves to influence Fed decisions, including efforts to remove Governor Lisa Cook and to affect Atlanta Fed chair selection. Jonathan Levin urges Kevin Warsh to oppose White House meddling, defend Powell and Cook, and demand the White House stop intervening in regional Fed chair picks to protect Fed independence and economic stability.
BlockBeats 消息,7 月 6 日,彭博专栏作者 Jonathan Levin 发文称,美国总统特朗普及其盟友正持续推动通过人事调整影响美联储决策,包括试图撤换美联储理事 Lisa Cook、干预 Federal Reserve Bank of Atlanta 主席遴选等,以扩大对白宫支持者在联邦公开市场委员会(FOMC)的影响力。 Levin 认为,被视为下任美联储主席热门人选的 Kevin Warsh 应公开反对白宫干预,支持 Jerome Powell 及 Cook 完成任期,并要求白宫退出地区联储主席遴选程序,否则其未来领导美联储的公信力和委员会内部影响力将受到削弱。 美联储独立性是维持通胀预期稳定和货币政策公信力的关键,持续的政治干预可能损害美国宏观经济稳定。