谁，会是下一任美联储主席

Core Viewpoint - The potential candidates for the next Federal Reserve Chair are being discussed, with a focus on their policy implications and the timing of the nomination process, which may occur as early as this fall [1][3]. Candidate Summaries - Kevin Walsh: "Consensus" Candidate - Many clients view Kevin Walsh as the clear favorite for the next Fed Chair, despite his historically hawkish stance on Fed policies, which has raised concerns about inflation linked to tariffs [3]. - Kevin Hassett: Rising Star - Kevin Hassett, former Chair of the Council of Economic Advisers, is seen as a strong candidate due to his conservative background and potential support from Republican lawmakers. His approach may align with the government's goal of a more dovish monetary policy [5]. - Christopher Waller: Long-Term Candidate - Christopher Waller, a Fed Governor since 2020, has recently adopted a more dovish perspective. He is considered a long-term candidate, with the potential to advocate for lowering interest rates to neutral levels if appointed [7]. - Janet Yellen: Difficult Trade-Off - Treasury Secretary Janet Yellen's potential candidacy raises questions about her influence on government policy if she transitions to the Fed. Her current role may provide better opportunities to achieve long-term yield reduction goals [9]. - Dark Horses - Other candidates may emerge in the coming months, including Stephen Moore and Jim Bullard, as well as potential nominations from Wall Street figures not currently in the spotlight [10].