中央銀行システムの限界と体制転換の予兆──米国経済の再構築は“金融資本”の終わりか｜2025/4/2相場雑感

2025年4月22日日本時間の深夜、米国市場が急落。S&P500は-2.36%、VIXとMOVEは急騰、金利とCDSも上昇。一方で、トランプ大統領がパウエルFRB議長の解任を検討。アメリカ経済を延命してきたFRBの役割、証券化によって変質した銀行ビジネス、そしてその延命構造そのものを破壊するのがトランプの「グレート・アメリカン・リセット」か。金・ビットコイン・オールドエコノミー──既得権によって支配された経済は、いま大きな転換点を迎えるか。


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In the early hours of April 22, 2025 (Japan time), the U.S. market plunged. The S&P 500 dropped by 2.36%, while the VIX and MOVE indexes surged. Interest rates and credit default swaps (CDS) also climbed sharply.


Meanwhile, former President Trump is reportedly considering firing Federal Reserve Chair Jerome Powell.


The Fed has long served as a life-support system for the U.S. economy—using monetary easing and rate cuts to prolong economic expansions. Combined with the securitization revolution that transformed traditional banking, this entire "extension structure" may now be under threat.


Is this the true face of Trump’s “Great American Reset”—a radical break from financial capitalism and a push to dismantle the system built by the likes of Louis Ranieri?


Gold, Bitcoin, and the revival of the old economy—could this be the turning point for an economic order long dominated by entrenched financial elites?