美联储“换帅”进入倒计时 鲍威尔恐被提前架空？

Core Viewpoint - President Trump is increasingly dissatisfied with the Federal Reserve's inaction on interest rate cuts, prompting him to consider announcing the next Fed chair candidate as early as September or October [1] Group 1: Potential Candidates for Fed Chair - Trump is considering several candidates for the next Fed chair, including former Fed governor Kevin Warsh, current governor Christopher Waller, National Economic Council director Kevin Hassett, former World Bank president David Malpass, and current Treasury Secretary Scott Bessent [1] - Warsh has a hawkish policy inclination and has criticized the Fed's use of quantitative easing [4] - Waller is the first decision-maker advocating for a rate cut as early as July, believing that tariff-driven inflation is temporary [4][5] Group 2: Fed's Interest Rate Decision Dynamics - There is significant division among Fed officials regarding the timing of interest rate cuts, with some supporting a cut as early as July [2] - Powell has expressed caution regarding rate cuts, indicating that the administration's tariff policies could lead to a temporary rise in inflation, which necessitates a careful approach [2][3] Group 3: Risks of Announcing a New Fed Chair - Announcing a new Fed chair candidate prematurely could undermine the current chair Powell's authority and challenge the Fed's independence [1][5] - Candidates may face pressure to align with Trump's views, risking their credibility and effectiveness if they are seen as merely catering to the president [6]