悬念升级！沃勒领跑下任美联储主席候选名单，市场押注政策延续性

Core Viewpoint - The potential appointment of Christopher Waller as the next Federal Reserve Chair is causing the market to reassess policy outlooks, suggesting continuity in the Fed's policy framework even if current Chair Jerome Powell steps down [1][2]. Group 1: Waller's Profile and Market Impact - Christopher Waller, a Federal Reserve Governor since 2020, is recognized for his academic background and policy flexibility, advocating for quicker policy easing to stimulate the economy when inflation risks are manageable [2]. - Waller's reputation as a proponent of a more accommodative stance could alleviate market concerns regarding abrupt shifts in monetary policy if he becomes Chair [1][2]. - The dollar strengthened against major currencies, with the dollar index rising by 0.23% to 98.400, reflecting market optimism about Waller's potential leadership [1]. Group 2: Other Candidates and Market Sentiment - Other candidates mentioned by Trump include Kevin Hassett and Kevin Warsh, with varying implications for market perceptions of Fed independence [3]. - Hassett's close ties to Trump and inclination towards aggressive fiscal stimulus could pressure the dollar and increase volatility in the bond market if appointed [3]. - Warsh's previous criticism of the Fed's expansionary policies raises concerns about potential aggressive tightening measures, which could increase government financing costs [3].