美联储主席新人选浮出水面

Group 1 - The core viewpoint of the news is that President Trump is expected to announce a new Federal Reserve Chair soon, with a narrowed selection of candidates, indicating dissatisfaction with current Chair Powell's interest rate policies [2][3][4] - Trump has mentioned that the candidates for the Federal Reserve Chair include two individuals named Kevin, specifically Kevin Hassett and Kevin Warsh, along with two others, one of whom is speculated to be current Fed Governor Christopher Waller [3][4] - Both Kevin candidates advocate for lower interest rates, which aligns with Trump's stance, and market predictions have shifted to reflect a 35% chance for each of them to be appointed as the next Fed Chair [4][5] Group 2 - The resignation of Fed Governor Adriana Kugler provides Trump an opportunity to appoint a pro-rate cut official without waiting for her term to end, potentially influencing the timeline for selecting the next Fed Chair [6][7] - The unexpected resignation of Kugler may lead to a restructuring of the Fed leadership sooner than anticipated, which could impact the independence of the Fed and its policy decisions [7][8] - Despite the recent disappointing employment data, which has led to increased market expectations for a rate cut in September, Fed officials maintain that the labor market remains healthy, indicating a cautious approach to monetary policy [8][9]