特朗普惹祸，白宫紧急灭火：提名下任美联储主席并非“迫在眉睫”

Core Viewpoint - The White House indicated that the decision to nominate the next Federal Reserve Chair is not imminent, which has led to a significant decline in the dollar's value [2] Group 1: Federal Reserve Chair Nomination - The White House stated that the selection of the next Federal Reserve Chair will not be made immediately, despite President Trump's potential plans to announce a new nominee this summer [2] - Trump has reportedly identified "three to four" candidates to replace Powell, expressing frustration over Powell's performance [2] - Potential candidates include Kevin Warsh, Scott Bessent, Kevin Hassett, and Christopher Waller, with Waller recently supporting a rate cut in contrast to Powell's cautious stance [2] Group 2: Dollar Value and Economic Implications - The dollar fell by 0.7% against a basket of currencies, reaching its lowest level since early 2022, influenced by speculation regarding the Fed Chair nomination [2][3] - The dollar has declined over 10% this year amid concerns about trade wars, debt sustainability, and threats to the Fed's independence [4] - Analysts suggest that if a nominee more aligned with Trump's desire for rate cuts is appointed, it could further weaken the dollar [3][4] Group 3: Concerns Over Fed Independence - Concerns are raised about the potential political influence on the Federal Reserve, which could undermine its independence and lead to economic instability [5] - Historical precedents indicate that political pressure on the Fed can result in negative economic outcomes, as seen during Nixon's presidency [5] - A recent OMFIF survey revealed that 70% of central bank reserve managers are reducing their dollar holdings due to the current political environment in the U.S. [5]