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  财联社4月17日讯(编辑夏军雄)据媒体援引消息人士报道,美国总统特朗普数月来一直在私下讨论撤换美联储主席鲍威尔的可能性,但他尚未就此作出最终决定。

  现年72岁的鲍威尔属于共和党籍,特朗普在其第一任期提名他担任美联储主席。鲍威尔赢得了上一任美国总统拜登的信任,因此得以在2022年获得第二个美联储主席任期,他的任期将于明年5月结束。

  早在特朗普首次担任美国总统期间(2017年-2021年),他就和鲍威尔意见不合。特朗普多次要求鲍威尔降息,而后者坚持维护美联储的独立性。

  特朗普开启第二任期后,他和鲍威尔的矛盾有进一步激化趋势。特朗普在推出激进贸易政策的同时,还继续施压鲍威尔降息,但鲍威尔仍不为所动。

  知情人士透露,在佛州私人庄园海湖庄园的几次会面中,特朗普与前美联储理事凯文·沃尔什讨论了在鲍威尔任期结束前将其解职的可能性,并可能考虑由沃尔什接任美联储主席。

  据悉,沃尔什劝阻特朗普不要解雇鲍威尔,主张应当允许他完成任期,不应干预美联储的独立性。与沃什的对话持续到了今年2月,而特朗普的其他顾问甚至在3月初仍与他讨论过解雇鲍威尔的事宜。

  早在2017年,特朗普就曾考虑让沃尔什担任美联储主席,之后才选择了鲍威尔,后者于次年正式上任。

  特朗普团队意见不一

  在周四白宫椭圆形办公室的一次会议上,特朗普表示,他相信自己拥有解职鲍威尔的权力。

  “如果我想让他下台,他马上就会走人,相信我,”特朗普说。

  他还补充称,自己对鲍威尔不满意,并指责其在利率问题上玩政治。

  如果特朗普真的试图解职鲍威尔,相关事件几乎肯定会上诉至最高法院。此举不仅会令鲍威尔的继任者承压,还可能引发市场动荡,因为市场会担忧美联储主席可能因政策分歧被罢免的先例。

  特朗普的顾问团队在是否应采取行动上意见不一,目前尚不清楚特朗普是否真的会动手。

  白宫内部,财政部长贝森特一直反对更换鲍威尔的想法,认为此举风险极大,并且几乎没任何好处。他本周表示,美联储在货币政策上的独立性是美国“永远不能破坏的珍宝”。

  然而,部分顾问则主张更直接地挑战鲍威尔。他们认为,美联储及其在华盛顿和华尔街的支持者,过度神化了该机构的独立性,而这种独立性既没有宪法支持,也不利于经济发展。

  特朗普难以解雇鲍威尔

  关于总统是否有权在任期未满时解雇美联储主席,法律上尚无先例可循。

  特朗普此前也承认,法律对此并不明确。他在2023年10月表示:“我当时(指第一任期内)是想解雇他(鲍威尔)的,但问题在于你是否真的有这个权力。”

  鲍威尔早在六年前就曾明确表态,若其职务受到挑战,他将通过法律手段进行抗争,而他近期的公开言论显示,这一立场至今未变。

  而美联储高层曾对此做出准备:一旦鲍威尔作为联邦储备委员会主席的地位受到挑战,美联储负责设定利率的独立机构——联邦公开市场委员会(FOMC)——将立刻召开会议,重新选举鲍威尔为委员会主席。

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