特朗普的美联储理事人选：短期搅局者OR长期掌舵人？

Core Viewpoint - The sudden resignation of Federal Reserve Governor Christopher Waller has reopened discussions about potential political maneuvering within the Fed, particularly regarding Trump's influence on future appointments and policy direction [1][2]. Group 1: Implications of Resignation - Waller's unexpected departure creates a vacancy that Trump can strategically fill, potentially appointing a "shadow chair" to challenge current Chair Powell before a permanent successor is named [1][2]. - The timing of Waller's resignation complicates the situation, as the new appointee would only serve a few months before needing Senate confirmation for a longer term [2][4]. Group 2: Trump's Strategic Options - Trump has two main options: appoint a temporary replacement for Waller or expedite the selection of a preferred candidate for the Fed chair position [2][6]. - The "shadow chair" option aligns with Trump's management style, which favors competition and performance evaluation among candidates [4][5]. Group 3: Potential Candidates and Market Reactions - Trump has indicated he is considering several candidates for the Fed chair position, including former Governor Kevin Warsh and current Governor Christopher Waller [7][8]. - Concerns have been raised about Trump's push for significant interest rate cuts, which could undermine the Fed's independence and create market uncertainty [5][9].