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DOJ Subpoena to Powell Intensifies Clash Over Fed Independence

December inflation at 2.7% is reinforcing expectations of delayed rate cuts.

Overview

  • Jerome Powell confirmed the subpoena concerns his June testimony on the roughly $2.5 billion Fed headquarters renovation and said the move reflects pressure from President Donald Trump.
  • Markets turned volatile with financial stocks under pressure, the dollar softening, and safe-haven metals surging to records, including gold above $4,600 an ounce.
  • Trump’s call to cap credit-card interest rates at 10% added to bank-sector losses as investors assessed potential hits to profitability.
  • Major central banks and former Fed chairs issued statements backing Powell and warning against threats to the Federal Reserve’s independence.
  • Spillovers reached emerging markets, with Argentina’s central bank buying dollars for a sixth straight session totaling about $273 million as local liquidity tightened and short-term rates spiked ahead of a key Treasury auction.