<p>（更新至下午）</p>
<p>特朗普表示他将解雇美联储理事丽莎·库克</p>
<p>总统的举动引发了对美联储独立性的担忧</p>
<p>法国市场受到政治动荡的影响</p>
<p>作者：卡罗琳·瓦莱特凯维奇</p>
<p>纽约，8 月 26 日（路透社）——周二，短期美国国债收益率和美元下跌，特朗普总统试图解雇一名美联储理事，引发了对美国中央银行独立性的担忧，而华尔街股票小幅上涨。</p>
<p>特朗普周一表示，他将解雇美联储理事丽莎·库克，理由是她涉嫌抵押贷款借贷不当。库克表示特朗普没有权力解雇她，并且她不会辞职。她的任期原定于 2038 年结束。</p>
<p>特朗普的这一前所未有的举动可能导致一场漫长的法律斗争，风险在于重置中央银行独立性的规范以及总统在货币政策中的参与。库克的离开可能加速特朗普重塑设定利率政策的联邦公开市场委员会的努力。</p>
<p>特朗普一直在推动美联储降息以刺激经济增长并降低借贷成本。</p>
<p>对美联储可能采取更鸽派立场的预期帮助短期美国国债收益率下跌。但一个受到政治影响的美联储如果将利率维持在低于正常水平，可能会加剧通胀担忧，并降低外国对债务的需求，因其可信度受到质疑。这些因素将对长期债务产生压力。</p>
<p>“特朗普总统正在进行一场冒险且可能无效的与美联储的斗争。要让大多数联邦公开市场委员会成员遵循特朗普的路线，需要七票，而不仅仅是两票或四票，” 安克斯财富管理公司的首席经济学家布赖恩·雅各布森写道。</p>
<p>特朗普经常威胁解雇美联储主席杰罗姆·鲍威尔，本月他在没有证据的情况下解雇了一名高级劳动部官员，指控她操纵让他失望的就业数据。随着鲍威尔的任期在明年五月即将到期，特朗普已逐渐放弃这一威胁。</p>
<h3>通胀报告</h3>
<p>在库克的消息传出后，美元对主要货币下跌，全球股票指数下滑，欧洲股市因法国政治不确定性加深而下跌，法国 CAC 40 指数下跌 1.7%，因为该国的少数派政府下个月被罢免的可能性越来越大。</p>
<p>美国股票小幅上涨，投资者在等待周三英伟达（NVDA.O）的财报和本周晚些时候的重要通胀报告。</p>
<p>“市场非常关注通胀、劳动力市场、消费者支出和企业盈利。这些因素——开玩笑地说——压倒一切，” 康涅狄格州韦斯特波特的财富顾问奥利弗·普尔施表示。</p>
<p>道琼斯工业平均指数（.DJI）上涨 3.22 点，报 45,285.69 点，标准普尔 500 指数（.SPX）上涨 5.71 点，或 0.09%，报 6,445.03 点，纳斯达克综合指数（.IXIC）上涨 30.17 点，或 0.14%，报 21,479.47 点。</p>
<p>MSCI 全球股票指数（.MIWD00000PUS）下跌 2.37 点，或 0.25%，报 950.59 点。</p>
<p>泛欧 STOXX 600 指数（.STOXX）下跌 0.83%。</p>
<p>美元指数（=USD），衡量美元对包括日元和欧元在内的一篮子货币的汇率，下跌 0.29%，报 98.19，欧元（EUR=）上涨 0.27%，报 1.1649 美元。</p>
<p>对日元（JPY=）而言，美元下跌 0.31%，报 147.31。</p>
<p>2 年期国债</p>
<h3>US2YT=RR</h3>
<p>收益率通常与利率预期同步变动。最新下跌 4.3 个基点，报 3.687%，较周一晚上的 3.73% 有所下降。基准 10 年期美国国债收益率（US10YT=RR）下跌 1.7 个基点，报 4.258%。</p>
<p>投资者焦急地等待周五的美国个人消费价格数据，该数据被视为美联储首选的通胀指标。</p>
<p>摩根士丹利周二成为最新一家预测美国将在九月份降息的券商，加入全球同行的行列，此前鲍威尔在上周的讲话中暗示下个月可能会放宽政策。</p>
<p>油价下跌超过 2%，而黄金上涨。美国原油（CLc1）下跌 2.31%，报 63.29 美元/桶，布伦特原油（LCOc1）下跌 2.28%，报 67.23 美元/桶。现货黄金（XAU=）上涨 0.57%，报 3,385.53 美元/盎司。</p>
<p>世界外汇汇率年初至今 在此查看</p>

<p>美国国债收益率和美元下跌，因为特朗普总统宣布解雇美联储理事丽莎·库克，这引发了对美联储独立性的担忧。库克声称特朗普没有权力解雇她，这可能导致一场影响美联储规范的法律斗争。短期收益率因市场对美联储采取鸽派立场的预期而下跌，而通胀担忧依然存在。美元对主要货币走弱，美国股市小幅上涨。投资者关注即将发布的通胀报告和企业财报，油价下跌，黄金上涨</p>

<p>(Updates to afternoon)</p>
<div class="lb-trans"><p>（更新至下午）</p>
</div><p>Trump says he is firing Fed governor Lisa Cook</p>
<div class="lb-trans"><p>特朗普表示他将解雇美联储理事丽莎·库克</p>
</div><p>President’s move fans concerns over Fed independence</p>
<div class="lb-trans"><p>总统的举动引发了对美联储独立性的担忧</p>
</div><p>French markets hit by political turmoil</p>
<div class="lb-trans"><p>法国市场受到政治动荡的影响</p>
</div><p>By Caroline Valetkevitch</p>
<div class="lb-trans"><p>作者：卡罗琳·瓦莱特凯维奇</p>
</div><p>NEW YORK, Aug 26 (Reuters) - Shorter-dated U.S. Treasury yields and the dollar fell on Tuesday, with President Donald Trump’s attempt to fire a Federal Reserve governor raising concerns about the U.S. central bank’s independence, while Wall Street stocks edged higher.</p>
<div class="lb-trans"><p>纽约，8 月 26 日（路透社）——周二，短期美国国债收益率和美元下跌，特朗普总统试图解雇一名美联储理事，引发了对美国中央银行独立性的担忧，而华尔街股票小幅上涨。</p>
</div><p>Trump said on Monday he was firing Fed Governor Lisa Cook over claims of mortgage borrowing impropriety. Cook said Trump has no authority to fire her, and that she would not resign. Her term was due to end in 2038.</p>
<div class="lb-trans"><p>特朗普周一表示，他将解雇美联储理事丽莎·库克，理由是她涉嫌抵押贷款借贷不当。库克表示特朗普没有权力解雇她，并且她不会辞职。她的任期原定于 2038 年结束。</p>
</div><p>The unprecedented move by Trump could lead to a protracted legal battle that risks resetting norms for the central bank’s independence and a president’s involvement in monetary policy. Cook’s exit from the Fed could speed up Trump’s efforts to reshape the Federal Open Market Committee, which sets interest rate policy.</p>
<div class="lb-trans"><p>特朗普的这一前所未有的举动可能导致一场漫长的法律斗争，风险在于重置中央银行独立性的规范以及总统在货币政策中的参与。库克的离开可能加速特朗普重塑设定利率政策的联邦公开市场委员会的努力。</p>
</div><p>Trump has been pushing the Fed to cut rates to stimulate growth and reduce borrowing costs.</p>
<div class="lb-trans"><p>特朗普一直在推动美联储降息以刺激经济增长并降低借贷成本。</p>
</div><p>Expectations of a potentially more dovish Fed helped to send shorter-dated U.S. yields lower. But a politically influenced Fed that keeps rates lower than they otherwise might could increase inflation concerns and reduce foreign demand for the debt on credibility fears. Those factors will weigh on longer-dated debt.</p>
<div class="lb-trans"><p>对美联储可能采取更鸽派立场的预期帮助短期美国国债收益率下跌。但一个受到政治影响的美联储如果将利率维持在低于正常水平，可能会加剧通胀担忧，并降低外国对债务的需求，因其可信度受到质疑。这些因素将对长期债务产生压力。</p>
</div><p>“President Trump is undertaking a risky and possibly ineffective battle against the Fed. To get a majority of the FOMC to toe the Trump line would take seven voters, not just two or even four,” Brian Jacobsen, chief economist at Annex Wealth Management, wrote.</p>
<div class="lb-trans"><p>“特朗普总统正在进行一场冒险且可能无效的与美联储的斗争。要让大多数联邦公开市场委员会成员遵循特朗普的路线，需要七票，而不仅仅是两票或四票，” 安克斯财富管理公司的首席经济学家布赖恩·雅各布森写道。</p>
</div><p>Trump has regularly threatened to dismiss Fed Chair Jerome Powell, and this month he fired a top Labor Department official after accusing her, without evidence, of manipulating jobs data that had disappointed him. Trump has backed away from that threat as Powell gets closer to the expiration of his term next May.</p>
<div class="lb-trans"><p>特朗普经常威胁解雇美联储主席杰罗姆·鲍威尔，本月他在没有证据的情况下解雇了一名高级劳动部官员，指控她操纵让他失望的就业数据。随着鲍威尔的任期在明年五月即将到期，特朗普已逐渐放弃这一威胁。</p>
</div><h3>INFLATION REPORT</h3>
<div class="lb-trans"><h3>通胀报告</h3>
</div><p>The dollar fell against major currencies on the Cook news, and a global stock index was lower as European shares dropped, led by losses in France as political uncertainty deepened in the country. France’s CAC 40 (.FCHI) fell 1.7% as the country’s minority government looked increasingly likely to be ousted next month.</p>
<div class="lb-trans"><p>在库克的消息传出后，美元对主要货币下跌，全球股票指数下滑，欧洲股市因法国政治不确定性加深而下跌，法国 CAC 40 指数下跌 1.7%，因为该国的少数派政府下个月被罢免的可能性越来越大。</p>
</div><p>U.S. stocks edged higher, with investors awaiting Nvidia’s (NVDA.O) results on Wednesday and a key inflation report later this week.</p>
<div class="lb-trans"><p>美国股票小幅上涨，投资者在等待周三英伟达（NVDA.O）的财报和本周晚些时候的重要通胀报告。</p>
</div><p>“The market is very much focused on inflation, the labor market, consumer spending and corporate earnings. That - pun intended - trumps everything,” said Oliver Pursche, senior vice president and adviser for Wealthspire Advisors in Westport, Connecticut.</p>
<div class="lb-trans"><p>“市场非常关注通胀、劳动力市场、消费者支出和企业盈利。这些因素——开玩笑地说——压倒一切，” 康涅狄格州韦斯特波特的财富顾问奥利弗·普尔施表示。</p>
</div><p>The Dow Jones Industrial Average (.DJI) rose 3.22 points to 45,285.69, the S&amp;P 500 (.SPX) climbed 5.71 points, or 0.09%, to 6,445.03 and the Nasdaq Composite (.IXIC) advanced 30.17 points, or 0.14%, to 21,479.47.</p>
<div class="lb-trans"><p>道琼斯工业平均指数（.DJI）上涨 3.22 点，报 45,285.69 点，标准普尔 500 指数（.SPX）上涨 5.71 点，或 0.09%，报 6,445.03 点，纳斯达克综合指数（.IXIC）上涨 30.17 点，或 0.14%，报 21,479.47 点。</p>
</div><p>MSCI’s gauge of stocks across the globe (.MIWD00000PUS) fell 2.37 points, or 0.25%, to 950.59.</p>
<div class="lb-trans"><p>MSCI 全球股票指数（.MIWD00000PUS）下跌 2.37 点，或 0.25%，报 950.59 点。</p>
</div><p>The pan-European STOXX 600 (.STOXX) index ended 0.83% lower.</p>
<div class="lb-trans"><p>泛欧 STOXX 600 指数（.STOXX）下跌 0.83%。</p>
</div><p>The dollar index (=USD) , which measures the greenback against a basket of currencies including the yen and the euro, fell 0.29% to 98.19, with the euro (EUR=) up 0.27% at $1.1649.</p>
<div class="lb-trans"><p>美元指数（=USD），衡量美元对包括日元和欧元在内的一篮子货币的汇率，下跌 0.29%，报 98.19，欧元（EUR=）上涨 0.27%，报 1.1649 美元。</p>
</div><p>Against the Japanese yen (JPY=) , the dollar weakened 0.31% to 147.31.</p>
<div class="lb-trans"><p>对日元（JPY=）而言，美元下跌 0.31%，报 147.31。</p>
</div><p>The 2-year note</p>
<div class="lb-trans"><p>2 年期国债</p>
</div><h3>US2YT=RR</h3>
<div class="lb-trans"><h3>US2YT=RR</h3>
</div><p>yield typically moves in step with interest rate expectations. It was last down 4.3 basis points to 3.687%, from 3.73% late on Monday. The benchmark U.S. 10-year note yield (US10YT=RR) fell 1.7 basis points to 4.258%.</p>
<div class="lb-trans"><p>收益率通常与利率预期同步变动。最新下跌 4.3 个基点，报 3.687%，较周一晚上的 3.73% 有所下降。基准 10 年期美国国债收益率（US10YT=RR）下跌 1.7 个基点，报 4.258%。</p>
</div><p>Investors anxiously await Friday’s U.S. personal consumption prices reading, considered the Fed’s preferred inflation gauge.</p>
<div class="lb-trans"><p>投资者焦急地等待周五的美国个人消费价格数据，该数据被视为美联储首选的通胀指标。</p>
</div><p>Morgan Stanley on Tuesday became the latest brokerage to forecast a U.S. interest rate cut in September, joining global peers after Powell hinted at policy-easing next month in a speech last week.</p>
<div class="lb-trans"><p>摩根士丹利周二成为最新一家预测美国将在九月份降息的券商，加入全球同行的行列，此前鲍威尔在上周的讲话中暗示下个月可能会放宽政策。</p>
</div><p>Oil prices fell more than 2%, while gold rose. U.S. crude (CLc1) fell 2.31% to $63.29 a barrel and Brent (LCOc1) fell to $67.23 per barrel, down 2.28% on the day. Spot gold (XAU=) rose 0.57% to $3,385.53 an ounce.</p>
<div class="lb-trans"><p>油价下跌超过 2%，而黄金上涨。美国原油（CLc1）下跌 2.31%，报 63.29 美元/桶，布伦特原油（LCOc1）下跌 2.28%，报 67.23 美元/桶。现货黄金（XAU=）上涨 0.57%，报 3,385.53 美元/盎司。</p>
</div><p>World FX rates YTD here</p>
<div class="lb-trans"><p>世界外汇汇率年初至今 在此查看</p>
</div>

GLOBAL MARKETS-US Treasury yields, dollar ease with Trump's Fed battle fanning concern

- 特朗普宣布解雇美联储理事丽莎·库克，引发对美联储独立性的担忧。  
- 短期美国国债收益率和美元下跌，市场关注通胀和经济数据。  
- 法国市场因政治动荡下跌，CAC 40 指数下滑 1.7%。  

全球市场——由于特朗普与美联储的斗争引发担忧，美国国债收益率和美元走软