华尔街大佬Tudor Jones：特朗普将挑选“极鸽派”美联储主席，贝森特成首选

Group 1 - Paul Tudor Jones suggests that Trump is likely to appoint a "very dovish" Federal Reserve chair to align with his economic growth policies, with Treasury Secretary Bessent as a potential frontrunner [1] - Jones believes that Bessent stands out as a candidate due to Trump's focus on economic growth and loyalty, despite other strong candidates like former Fed governor Kevin Walsh [1] - Tudor Investment, managed by Jones, currently has assets under management of approximately $16 billion [1] Group 2 - Jones warns that Trump's proposed "Big Beautiful Bill" could pose threats to both the stock and bond markets, potentially prompting the Fed to cut interest rates within the next 12 months [2] - He emphasizes the importance of appointing a dovish central bank official to facilitate rate cuts and suggests implementing a package of tightening policies, including tax increases for high-income individuals and significant cuts to social security, Medicaid, and defense spending [2] - Trump has indicated plans to appoint a successor to current Fed chair Powell, although formal interviews for the position have not yet begun [2] Group 3 - Recent U.S. core CPI data for May came in below market expectations, leading Trump to advocate for a one percentage point rate cut by the Fed [3] - Bessent praised Trump's policies for significantly improving U.S. CPI and noted that Trump has challenged decades of trade norms [3]